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UAL vs. ALGT
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

UAL vs. ALGT - Performance Comparison

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

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Returns By Period

In the year-to-date period, UAL achieves a -5.81% return, which is significantly lower than ALGT's -3.47% return. Over the past 10 years, UAL has outperformed ALGT with an annualized return of 8.62%, while ALGT has yielded a comparatively lower -4.72% annualized return.


UAL

1D
-0.39%
1M
5.76%
YTD
-5.81%
6M
0.78%
1Y
25.04%
3Y*
27.83%
5Y*
12.97%
10Y*
8.62%

ALGT

1D
-2.15%
1M
-0.87%
YTD
-3.47%
6M
0.09%
1Y
41.30%
3Y*
-7.94%
5Y*
-16.87%
10Y*
-4.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UAL vs. ALGT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UAL
United Airlines Holdings, Inc.
-5.81%15.16%135.34%9.44%-13.89%1.23%-50.90%5.21%24.23%-7.52%
ALGT
Allegiant Travel Company
-3.47%-9.40%16.03%23.44%-63.65%-1.16%9.32%76.98%-33.95%-5.16%

Correlation

The correlation between UAL and ALGT is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.68

Correlation (3Y)
Calculated over the trailing 3-year period

0.61

Correlation (5Y)
Calculated over the trailing 5-year period

0.65

Correlation (10Y)
Calculated over the trailing 10-year period

0.62

Correlation (All Time)
Calculated using the full available price history since Dec 11, 2006

0.53

The correlation between UAL and ALGT shifts across timeframes, from 0.53 (all time) to 0.68 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

UAL:

$34.42B

ALGT:

$1.50B

EPS

UAL:

$11.21

ALGT:

-$1.89

PS Ratio

UAL:

0.57

ALGT:

0.56

PB Ratio

UAL:

2.17

ALGT:

1.37K

Total Revenue (TTM)

UAL:

$60.47B

ALGT:

$2.64B

Gross Profit (TTM)

UAL:

$38.71B

ALGT:

$815.04M

EBITDA (TTM)

UAL:

$7.99B

ALGT:

$340.03M

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Return for Risk

UAL vs. ALGT — Risk / Return Rank

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

UAL
UAL Risk / Return Rank: 5959
Overall Rank
UAL Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
UAL Sortino Ratio Rank: 5858
Sortino Ratio Rank
UAL Omega Ratio Rank: 5555
Omega Ratio Rank
UAL Calmar Ratio Rank: 6262
Calmar Ratio Rank
UAL Martin Ratio Rank: 6262
Martin Ratio Rank

ALGT
ALGT Risk / Return Rank: 6464
Overall Rank
ALGT Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
ALGT Sortino Ratio Rank: 6666
Sortino Ratio Rank
ALGT Omega Ratio Rank: 6161
Omega Ratio Rank
ALGT Calmar Ratio Rank: 6464
Calmar Ratio Rank
ALGT Martin Ratio Rank: 6565
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UAL vs. ALGT - Risk-Adjusted Trends Comparison

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


UALALGTDifference
Sharpe ratioReturn per unit of total volatility

-0.13

Sortino ratioReturn per unit of downside risk

-0.36

Omega ratioGain probability vs. loss probability

1.13

1.16

-0.03

Calmar ratioReturn relative to maximum drawdown

0.91

1.06

-0.15

Martin ratioReturn relative to average drawdown

2.14

2.50

-0.36

UAL vs. ALGT - Sharpe Ratio Comparison

The current UAL Sharpe Ratio is 0.51, which is comparable to the ALGT Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of UAL and ALGT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


UALALGTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.51

0.64

-0.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.27

-0.31

+0.58

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.17

-0.09

+0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

0.15

-0.06

Drawdowns

UAL vs. ALGT - Drawdown Comparison

The maximum UAL drawdown since its inception was -93.50%, which is greater than ALGT's maximum drawdown of -86.01%. Use the drawdown chart below to compare losses from any high point for UAL and ALGT.


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Drawdown Indicators


UALALGTDifference

Max Drawdown

Largest peak-to-trough decline

-93.50%

-86.01%

-7.49%

Max Drawdown (1Y)

Largest decline over 1 year

-27.50%

-39.13%

+11.63%

Max Drawdown (3Y)

Largest decline over 3 years

-49.19%

-70.95%

+21.76%

Max Drawdown (5Y)

Largest decline over 5 years

-49.19%

-82.17%

+32.98%

Max Drawdown (10Y)

Largest decline over 10 years

-79.40%

-86.01%

+6.61%

Current Drawdown

Current decline from peak

-10.39%

-68.32%

+57.93%

Average Drawdown

Average peak-to-trough decline

-37.25%

-31.68%

-5.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.75%

16.55%

-4.80%

Volatility

UAL vs. ALGT - Volatility Comparison

The current volatility for United Airlines Holdings, Inc. (UAL) is 15.55%, while Allegiant Travel Company (ALGT) has a volatility of 21.43%. This indicates that UAL experiences smaller price fluctuations and is considered to be less risky than ALGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UALALGTDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.55%

21.43%

-5.88%

Volatility (6M)

Calculated over the trailing 6-month period

36.02%

43.09%

-7.07%

Volatility (1Y)

Calculated over the trailing 1-year period

49.16%

64.83%

-15.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

48.56%

54.69%

-6.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

51.75%

51.27%

+0.48%

Dividends

UAL vs. ALGT - Dividend Comparison

Neither UAL nor ALGT has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
ALGT
Allegiant Travel Company
0.00%0.00%1.27%1.45%0.00%0.00%0.37%1.61%2.79%1.81%1.44%1.64%
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%

Financials

UAL vs. ALGT - Financials Comparison

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


0.005.00B10.00B15.00B20222023202420252026
14.61B
732.43M
(UAL) Total Revenue
(ALGT) Total Revenue
Values in USD except per share items

UAL vs. ALGT - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%20222023202420252026
62.4%
65.4%
Portfolio components
UAL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, United Airlines Holdings, Inc. reported a gross profit of 9.11B and revenue of 14.61B. Therefore, the gross margin over that period was 62.4%.

ALGT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Allegiant Travel Company reported a gross profit of 479.13M and revenue of 732.43M. Therefore, the gross margin over that period was 65.4%.

UAL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, United Airlines Holdings, Inc. reported an operating income of 997.00M and revenue of 14.61B, resulting in an operating margin of 6.8%.

ALGT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Allegiant Travel Company reported an operating income of 81.10M and revenue of 732.43M, resulting in an operating margin of 11.1%.

UAL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, United Airlines Holdings, Inc. reported a net income of 699.00M and revenue of 14.61B, resulting in a net margin of 4.8%.

ALGT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Allegiant Travel Company reported a net income of 42.48M and revenue of 732.43M, resulting in a net margin of 5.8%.


Frequently Asked Questions


UAL and ALGT have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ALGT has higher volatility (21.43%) compared to UAL (15.55%). In terms of maximum drawdown, UAL dropped -93.50% vs ALGT's -86.01%.

ALGT currently has the higher Sharpe Ratio (0.64 vs 0.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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