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Southwest Airlines Co. LUV

Industrials · Airlines · United States · S&P 500

55
Profitability
22
Growth
70
Valuation
59
Financial strength
33
Momentum
92

Based on the available data, Southwest Airlines Co. gets an algorithmic score of 55/100. It trades at 42.08 $, with a bullish technical trend (RSI 55.5) and 44.1% annual volatility.

Updated: 2026-09-30

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Strengths

  • Low valuation (P/E 8.9).

Weaknesses

  • Thin net margin (2.8%): vulnerable to costs.
  • Negative free cash flow.

Fundamentals

P/E26.30
Forward P/E8.93
PEG0.20
P/B2.91
EV/EBITDA10.13
P/S0.68
ROE %11.10
ROA %2.32
Gross margin %22.40
Operating margin %3.38
Net margin %2.78
Revenue growth % (y/y)16.40
Earnings growth % (y/y)20.50
Revenue CAGR %5.63
Earnings CAGR %-6.47
Debt/Equity %97.28
Current ratio0.49
FCF yield %-4.04
Dividend yield %1.71
Payout %45.00

Returns

1 month+6.7 %
3 months-17.8 %
6 months+17.0 %
YTD+3.3 %
1 year+31.7 %
3 years+59.9 %
5 years-6.7 %

Risk

1-year volatility44.1 %
Beta1.28
5-year max drawdown-58.8 %
Sharpe 1A0.75

Macroeconomic context

Cyclical: depends on manufacturing PMI, infrastructure investment and defence spending. Sensitive to energy prices and supply chains. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.

How the score is calculated

The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.

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