PortfoliosLab logo
UAL vs. AAL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UAL and AAL is 0.45, 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

UAL vs. AAL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in United Airlines Holdings, Inc. (UAL) and American Airlines Group Inc. (AAL). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

UAL:

0.85

AAL:

-0.44

Sortino Ratio

UAL:

1.56

AAL:

-0.32

Omega Ratio

UAL:

1.20

AAL:

0.96

Calmar Ratio

UAL:

0.77

AAL:

-0.26

Martin Ratio

UAL:

2.52

AAL:

-0.83

Ulcer Index

UAL:

18.53%

AAL:

26.70%

Daily Std Dev

UAL:

55.45%

AAL:

52.88%

Max Drawdown

UAL:

-93.50%

AAL:

-97.20%

Current Drawdown

UAL:

-30.09%

AAL:

-81.28%

Fundamentals

Market Cap

UAL:

$24.45B

AAL:

$6.61B

EPS

UAL:

$10.99

AAL:

$1.00

PE Ratio

UAL:

6.81

AAL:

10.03

PEG Ratio

UAL:

5.46

AAL:

0.36

PS Ratio

UAL:

0.42

AAL:

0.13

PB Ratio

UAL:

1.92

AAL:

0.00

Total Revenue (TTM)

UAL:

$57.74B

AAL:

$54.19B

Gross Profit (TTM)

UAL:

$22.03B

AAL:

$12.62B

EBITDA (TTM)

UAL:

$7.65B

AAL:

$4.20B

Returns By Period

In the year-to-date period, UAL achieves a -20.42% return, which is significantly higher than AAL's -36.26% return. Over the past 10 years, UAL has outperformed AAL with an annualized return of 2.25%, while AAL has yielded a comparatively lower -13.36% annualized return.


UAL

YTD

-20.42%

1M

9.09%

6M

-11.70%

1Y

46.82%

5Y*

24.97%

10Y*

2.25%

AAL

YTD

-36.26%

1M

-0.09%

6M

-19.55%

1Y

-23.27%

5Y*

1.85%

10Y*

-13.36%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

UAL vs. AAL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UAL
The Risk-Adjusted Performance Rank of UAL is 7979
Overall Rank
The Sharpe Ratio Rank of UAL is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of UAL is 7979
Sortino Ratio Rank
The Omega Ratio Rank of UAL is 7777
Omega Ratio Rank
The Calmar Ratio Rank of UAL is 8080
Calmar Ratio Rank
The Martin Ratio Rank of UAL is 7777
Martin Ratio Rank

AAL
The Risk-Adjusted Performance Rank of AAL is 3030
Overall Rank
The Sharpe Ratio Rank of AAL is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of AAL is 2828
Sortino Ratio Rank
The Omega Ratio Rank of AAL is 2929
Omega Ratio Rank
The Calmar Ratio Rank of AAL is 3535
Calmar Ratio Rank
The Martin Ratio Rank of AAL is 3333
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

UAL vs. AAL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for United Airlines Holdings, Inc. (UAL) 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.


The current UAL Sharpe Ratio is 0.85, which is higher than the AAL Sharpe Ratio of -0.44. The chart below compares the historical Sharpe Ratios of UAL and AAL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Dividends

UAL vs. AAL - Dividend Comparison

Neither UAL nor AAL has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
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%
AAL
American Airlines Group Inc.
0.00%0.00%0.00%0.00%0.00%0.63%1.39%1.25%0.77%0.85%0.94%0.37%

Drawdowns

UAL vs. AAL - Drawdown Comparison

The maximum UAL drawdown since its inception was -93.50%, roughly equal to the maximum AAL drawdown of -97.20%. Use the drawdown chart below to compare losses from any high point for UAL and AAL. For additional features, visit the drawdowns tool.


Loading data...

Volatility

UAL vs. AAL - Volatility Comparison


Loading data...

Financials

UAL vs. AAL - Financials Comparison

This section allows you to compare key financial metrics between United Airlines Holdings, Inc. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


2.00B4.00B6.00B8.00B10.00B12.00B14.00B20212022202320242025
13.21B
12.55B
(UAL) Total Revenue
(AAL) Total Revenue
Values in USD except per share items

UAL vs. AAL - Profitability Comparison

The chart below illustrates the profitability comparison between United Airlines Holdings, Inc. and American Airlines Group Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%20212022202320242025
62.6%
25.3%
(UAL) Gross Margin
(AAL) Gross Margin
UAL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, United Airlines Holdings, Inc. reported a gross profit of 8.28B and revenue of 13.21B. Therefore, the gross margin over that period was 62.6%.

AAL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, American Airlines Group Inc. reported a gross profit of 3.17B and revenue of 12.55B. Therefore, the gross margin over that period was 25.3%.

UAL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, United Airlines Holdings, Inc. reported an operating income of 607.00M and revenue of 13.21B, resulting in an operating margin of 4.6%.

AAL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, American Airlines Group Inc. reported an operating income of -270.00M and revenue of 12.55B, resulting in an operating margin of -2.2%.

UAL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, United Airlines Holdings, Inc. reported a net income of 387.00M and revenue of 13.21B, resulting in a net margin of 2.9%.

AAL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, American Airlines Group Inc. reported a net income of -473.00M and revenue of 12.55B, resulting in a net margin of -3.8%.