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DELTA AIR LINES, INC. (DAL)

Air Transportation, Scheduled

Latest Price
$87.44
TTM P/E
14.52
Normalized P/E
17.15
Div Yield
0.43%
Book Value
33.41
P/B Ratio
2.62

Valuation metrics

adjust assumptions →
EPS: $7.66
Book value / share: $31.89
Formula: √(22.5 × EPS × BVPS)
Graham Number
$74.13
15% downside
Norm. op. income: $5.5B (median of 7yr)
Tax rate: 24%
Discount rate: 10%
Growth assumption: zero (EPV is a no-growth value)
Earnings Power Value
$50.03
43% downside
Base FCF: $2.0B (median of recent 5yr)
Growth: 25%/yr (median YOY, capped at 25%)
Discount rate: 10%
Terminal growth: 3%
Projection horizon: 10 years
DCF Fair Value
$215.31
+146% upside
EPS: $7.66
Target P/E: 17×
Formula: EPS × P/E
P/E Fair Value
$130.22
+49% upside

Institutional Ownership

90.4% held by institutions
InstitutionSharesValueOwnership %ChangeFiling Date
BlackRock, Inc.45.54M$3.03B6.96%-1.64M2026-03-31
VANGUARD CAPITAL MANAGEMENT LLC41.94M$2.79B6.41%--2026-03-31
Berkshire Hathaway Inc39.81M$2.65B6.09%--2026-03-31
Sanders Capital, LLC29.47M$1.96B4.51%-110.7K2026-03-31
FMR LLC27.50M$1.83B4.21%+93.2K2026-03-31
VANGUARD PORTFOLIO MANAGEMENT LLC27.38M$1.82B4.19%--2026-03-31
STATE STREET CORP23.46M$1.56B3.59%+296.5K2026-03-31
Capital International Investors20.57M$1.37B3.15%-3.64M2026-03-31
HARRIS ASSOCIATES L P18.00M$1.20B2.75%-1.66M2026-03-31
GEODE CAPITAL MANAGEMENT, LLC17.97M$1.20B2.75%+556.7K2026-03-31
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