LUV:NYE-Southwest Airlines Company

EQUITY | Airlines | New York Stock Exchange

Last Closing

USD 48.69

Change

-0.63 (-1.28)%

Market Cap

USD 28.47B

Volume

4.50M

Analyst Target

USD 62.67
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: 2019-03-25 )

Largest Industry Peers for Airlines

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

-0.28 (-0.59%)

USD 29.63B
ALK Alaska Air Group Inc

+0.57 (+1.28%)

USD 5.59B
CPA Copa Holdings SA

+1.74 (+1.74%)

USD 4.28B
VLRS Volaris

-0.05 (-0.64%)

USD 0.83B
AZUL Azul SA

-0.02 (-0.34%)

USD 0.69B
SAVE Spirit Airlines Inc

+0.01 (+0.25%)

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SRFM Surf Air Mobility Inc.

+0.08 (+15.22%)

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:XETRA HANetf - U.S. Global Jets.. 11.97 % 0.00 %

N/A

USD 3.87M
JETS:LSE HANetf - U.S. Global Jets.. 8.74 % 0.00 %

N/A

USD 4.76M
7RIP:XETRA HANetf ICAV - Airlines Ho.. 4.81 % 0.00 %

-0.10 (-0.95%)

USD 0.02B
TRYP:PA HANetf ICAV - Airlines Ho.. 4.81 % 0.00 %

-0.11 (-0.95%)

N/A
TRIP:LSE HANetf ICAV - The Travel .. 3.91 % 0.00 %

-6.25 (-0.95%)

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

-0.13 (-0.95%)

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

-0.24 (-0.95%)

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

-0.30 (-0.95%)

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

-0.14 (-0.95%)

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

-0.24 (-0.95%)

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

-0.36 (-0.95%)

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

-0.24 (-0.95%)

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

-0.29 (-0.95%)

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

-0.31 (-0.95%)

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

-0.17 (-0.95%)

USD 0.11B
IYT 0.00 % 0.42 %

N/A

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

+0.05 (+-0.95%)

USD 1.29B
TPOR Direxion Daily Transporta.. 0.00 % 0.95 %

-0.19 (-0.95%)

USD 0.03B
TRVL:CA Harvest Travel & Leisure .. 0.00 % 0.00 %

-0.20 (-0.95%)

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

-0.76 (-0.95%)

N/A
TRYP 0.00 % 0.00 %

N/A

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

+0.03 (+-0.95%)

USD 0.04B

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 4.75% 67% D+ 29% F
Dividend Return 0.34% 25% F 18% F
Total Return 5.10% 67% D+ 28% F
Trailing 12 Months  
Capital Gain -14.16% 42% F 21% F
Dividend Return 1.13% 29% F 17% F
Total Return -13.03% 42% F 19% F
Trailing 5 Years  
Capital Gain 105.44% 90% A- 93% A
Dividend Return 8.78% 50% F 29% F
Total Return 114.22% 90% A- 93% A
Average Annual (5 Year Horizon)  
Capital Gain 16.33% 75% C 89% A-
Dividend Return 17.24% 75% C 88% B+
Total Return 0.91% 38% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 24.60% 75% C 25% F
Risk Adjusted Return 70.08% 100% F 71% C-
Market Capitalization 28.47B 92% A 94% 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 67% 54%
Price/Book Ratio 2.70 25% 28%
Price / Cash Flow Ratio 1.47 58% 69%
Price/Free Cash Flow Ratio 9.40 50% 54%
Management Effectiveness  
Return on Equity 24.89% 92% 87%
Return on Invested Capital 24.72% 75% 89%
Return on Assets 9.38% 100% 86%
Debt to Equity Ratio 35.00% 83% 75%

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.