LUV vs. AAL
Compare and contrast key facts about Southwest Airlines Co. (LUV) and American Airlines Group Inc. (AAL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LUV or AAL.
Key characteristics
| LUV | AAL | |
|---|---|---|
| YTD Return | 14.26% | 3.78% |
| 1Y Return | 33.12% | 14.81% |
| 3Y Return (Ann) | -11.64% | -11.16% |
| 5Y Return (Ann) | -10.00% | -13.12% |
| 10Y Return (Ann) | -0.87% | -10.13% |
| Sharpe Ratio | 0.97 | 0.40 |
| Sortino Ratio | 1.41 | 0.85 |
| Omega Ratio | 1.20 | 1.11 |
| Calmar Ratio | 0.59 | 0.19 |
| Martin Ratio | 2.36 | 0.81 |
| Ulcer Index | 15.49% | 20.38% |
| Daily Std Dev | 37.60% | 41.46% |
| Max Drawdown | -78.23% | -97.20% |
| Current Drawdown | -47.36% | -75.97% |
Fundamentals
| LUV | AAL | |
|---|---|---|
| Market Cap | $19.21B | $9.14B |
| EPS | -$0.08 | $0.42 |
| PEG Ratio | 0.48 | 0.18 |
| Total Revenue (TTM) | $27.38B | $53.61B |
| Gross Profit (TTM) | -$1.70B | $10.91B |
| EBITDA (TTM) | $1.68B | $3.85B |
Correlation
The correlation between LUV and AAL is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LUV vs. AAL - Performance Comparison
In the year-to-date period, LUV achieves a 14.26% return, which is significantly higher than AAL's 3.78% return. Over the past 10 years, LUV has outperformed AAL with an annualized return of -0.87%, while AAL has yielded a comparatively lower -10.13% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
LUV vs. AAL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Southwest Airlines Co. (LUV) and American Airlines Group Inc. (AAL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
LUV vs. AAL - Dividend Comparison
LUV's dividend yield for the trailing twelve months is around 2.22%, while AAL has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LUV Southwest Airlines Co. | 2.22% | 3.12% | 0.00% | 0.00% | 0.39% | 1.30% | 1.30% | 0.73% | 0.75% | 0.66% | 0.52% | 0.69% |
AAL American Airlines Group Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.63% | 1.39% | 1.25% | 0.77% | 0.86% | 0.94% | 0.37% | 0.00% |
Drawdowns
LUV vs. AAL - Drawdown Comparison
The maximum LUV drawdown since its inception was -78.23%, smaller than the maximum AAL drawdown of -97.20%. Use the drawdown chart below to compare losses from any high point for LUV and AAL. For additional features, visit the drawdowns tool.
Volatility
LUV vs. AAL - Volatility Comparison
Southwest Airlines Co. (LUV) and American Airlines Group Inc. (AAL) have volatilities of 10.73% and 11.19%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
LUV vs. AAL - Financials Comparison
This section allows you to compare key financial metrics between Southwest Airlines Co. and American Airlines Group Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities