LUV vs. UAL
Compare and contrast key facts about Southwest Airlines Co. (LUV) and United Airlines Holdings, Inc. (UAL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LUV or UAL.
Key characteristics
| LUV | UAL | |
|---|---|---|
| YTD Return | 14.26% | 120.94% |
| 1Y Return | 33.12% | 128.24% |
| 3Y Return (Ann) | -11.64% | 21.84% |
| 5Y Return (Ann) | -10.00% | -0.29% |
| 10Y Return (Ann) | -0.87% | 5.01% |
| Sharpe Ratio | 0.97 | 2.97 |
| Sortino Ratio | 1.41 | 3.88 |
| Omega Ratio | 1.20 | 1.48 |
| Calmar Ratio | 0.59 | 2.16 |
| Martin Ratio | 2.36 | 12.83 |
| Ulcer Index | 15.49% | 10.25% |
| Daily Std Dev | 37.60% | 44.22% |
| Max Drawdown | -78.23% | -93.50% |
| Current Drawdown | -47.36% | -5.73% |
Fundamentals
| LUV | UAL | |
|---|---|---|
| Market Cap | $19.21B | $29.31B |
| EPS | -$0.08 | $8.39 |
| PEG Ratio | 0.48 | 0.76 |
| Total Revenue (TTM) | $27.38B | $55.99B |
| Gross Profit (TTM) | -$1.70B | $9.24B |
| EBITDA (TTM) | $1.68B | $6.85B |
Correlation
The correlation between LUV and UAL is 0.67, 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. UAL - Performance Comparison
In the year-to-date period, LUV achieves a 14.26% return, which is significantly lower than UAL's 120.94% return. Over the past 10 years, LUV has underperformed UAL with an annualized return of -0.87%, while UAL has yielded a comparatively higher 5.01% 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. UAL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Southwest Airlines Co. (LUV) and United Airlines Holdings, Inc. (UAL). 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. UAL - Dividend Comparison
LUV's dividend yield for the trailing twelve months is around 2.22%, while UAL 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% |
UAL United Airlines Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LUV vs. UAL - Drawdown Comparison
The maximum LUV drawdown since its inception was -78.23%, smaller than the maximum UAL drawdown of -93.50%. Use the drawdown chart below to compare losses from any high point for LUV and UAL. For additional features, visit the drawdowns tool.
Volatility
LUV vs. UAL - Volatility Comparison
The current volatility for Southwest Airlines Co. (LUV) is 10.73%, while United Airlines Holdings, Inc. (UAL) has a volatility of 12.64%. This indicates that LUV experiences smaller price fluctuations and is considered to be less risky than UAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
LUV vs. UAL - Financials Comparison
This section allows you to compare key financial metrics between Southwest Airlines Co. and United Airlines Holdings, 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