LUV:NYE-Southwest Airlines Company (USD)

EQUITY | Airlines | New York Stock Exchange

Last Closing

USD 29.73

Change

+0.35 (+1.19)%

Market Cap

USD 28.47B

Volume

6.53M

Analyst Target

USD 43.45
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Southwest Airlines Co is an operator of passenger airline that provides scheduled air transportation in the United States and international markets.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-22 )

Largest Industry Peers for Airlines

Symbol Name Price(Change) Market Cap
DAL Delta Air Lines Inc

+1.01 (+2.02%)

USD 29.63B
ALK Alaska Air Group Inc

+0.52 (+1.23%)

USD 5.30B
CPA Copa Holdings SA

+3.32 (+3.41%)

USD 4.28B
VLRS Volaris

+0.12 (+1.45%)

USD 0.90B
AZUL Azul SA

+0.20 (+3.50%)

USD 0.67B
SAVE Spirit Airlines Inc

+0.24 (+6.98%)

USD 0.39B
SRFM Surf Air Mobility Inc.

-0.01 (-2.90%)

USD 0.08B
GOLLQ Gol Linhas Aéreas Inteligente..

-0.04 (-6.67%)

N/A
SASBQ SAS AB (publ)

N/A

N/A

ETFs Containing LUV

JETS:LSE HANetf - U.S. Global Jets.. 8.74 % 0.00 %

N/A

USD 4.76M
JETS:XETRA HANetf - U.S. Global Jets.. 8.70 % 0.00 %

N/A

USD 3.41M
TRYP:PA HANetf ICAV - Airlines Ho.. 4.81 % 0.00 %

-0.09 (0.27%)

N/A
7RIP:XETRA HANetf ICAV - Airlines Ho.. 3.98 % 0.00 %

-0.09 (0.27%)

USD 0.02B
TRIP:LSE HANetf ICAV - The Travel .. 3.91 % 0.00 %

+4.70 (+0.27%)

USD 0.02B
TRYP:LSE HANetf ICAV - The Travel .. 3.91 % 0.00 %

+0.06 (+0.27%)

USD 0.02B
TPOR Direxion Daily Transporta.. 2.34 % 0.95 %

+1.34 (+0.27%)

USD 0.02B
LSEQ Harbor Long-Short Equity .. 2.10 % 0.00 %

+0.07 (+0.27%)

USD 0.01B
GCVB:LSE SSgA SPDR ETFs Europe II .. 1.43 % 0.00 %

+0.06 (+0.27%)

USD 0.64B
GLCB:LSE SPDR Thomson Reuters Glob.. 1.38 % 0.00 %

+0.03 (+0.27%)

USD 0.64B
SPF1:F SSgA SPDR ETFs Europe II .. 1.22 % 0.00 %

-0.12 (0.27%)

N/A
ZPRC:F SSgA SPDR ETFs Europe II .. 1.22 % 0.00 %

-0.08 (0.27%)

USD 0.61B
SPF1:XETRA SPDR Refinitiv Global Con.. 1.22 % 0.00 %

-0.14 (0.27%)

USD 0.33B
ZPRC:XETRA SPDR Thomson Reuters Glob.. 1.22 % 0.00 %

-0.20 (0.27%)

USD 0.53B
GCVB:SW SPDR Refinitiv Global Con.. 1.22 % 0.00 %

-0.46 (0.27%)

USD 0.64B
GCVC:SW SPDR Refinitiv Global Con.. 1.22 % 0.00 %

-0.11 (0.27%)

USD 0.11B
IYT 0.00 % 0.42 %

N/A

N/A
JETS U.S. Global Jets ETF 0.00 % 0.60 %

+0.38 (+0.27%)

USD 1.29B
TRVL:CA Harvest Travel & Leisure .. 0.00 % 0.00 %

-0.02 (0.27%)

CAD 0.08B
TRVL-U:CA Harvest Travel & Leisure .. 0.00 % 0.00 %

N/A

N/A
TRYP 0.00 % 0.00 %

N/A

N/A
CRUZ Defiance Hotel Airline an.. 0.00 % 0.00 %

+0.29 (+0.27%)

USD 0.03B

Market Performance

  Market Performance vs. Industry/Classification (Airlines) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.94% 75% C 65% D
Dividend Return 0.62% 50% F 34% F
Total Return 3.57% 75% C 64% D
Trailing 12 Months  
Capital Gain -7.56% 43% F 22% F
Dividend Return 2.24% 50% F 33% F
Total Return -5.32% 57% F 21% F
Trailing 5 Years  
Capital Gain -43.83% 43% F 13% F
Dividend Return 3.40% 75% C 11% F
Total Return -40.43% 43% F 12% F
Average Annual (5 Year Horizon)  
Capital Gain -7.56% 43% F 13% F
Dividend Return -6.92% 43% F 10% F
Total Return 0.64% 80% B- 15% F
Risk Return Profile  
Volatility (Standard Deviation) 35.38% 100% F 30% F
Risk Adjusted Return -19.57% 14% F 16% F
Market Capitalization 28.47B 88% B+ 89% A-

Key Financial Ratios

  Ratio vs. Industry/Classification (Airlines) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 13.50 29% 16%
Price/Book Ratio 1.57 71% 52%
Price / Cash Flow Ratio 5.56 13% 57%
Price/Free Cash Flow Ratio 5.94 63% 61%
Management Effectiveness  
Return on Equity 4.39% 50% 38%
Return on Invested Capital 0.30% 50% 26%
Return on Assets 1.53% 38% 40%
Debt to Equity Ratio 75.87% 43% 46%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector