Added to YB: 2025-03-07
Pitch date: 2025-01-17
DAL [bullish]
Delta Air Lines, Inc.
+8.04%
current return
Author Info
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Company Info
Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo in the United States and internationally.
Market Cap
$37.1B
Pitch Price
$65.97
Price Target
92.15 (+32%)
Dividend
1.31%
EV/EBITDA
4.46
P/E
8.06
EV/Sales
0.88
Sector
Passenger Airlines
Category
value
Delta Air Lines, Inc. - $DAL
DAL: Best-in-class airline, 40% upside in 12-18 months. Mid-teens op margin, 10% EPS growth, $3-5B FCF target. Premium revenue to exceed main cabin by 2027. Amex partnership key strength, $7B+ remuneration. Capacity constraints, strong travel demand driving pricing power. Q1 beat, FY25 EPS growth >10%. Trading at 7.8x P/E, 68th percentile. 12x P/E target.
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