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Don't Miss These Facts About Southwest Airlines

Now trading at a price of $39.12, Southwest Airlines has moved -2.2% so far today.

Southwest Airlines returned gains of 27.8% last year, with its stock price reaching a high of $55.11 and a low of $28.98. Over the same period, the stock outperformed the S&P 500 index by 1.9%. More recently, the company's 50-day average price was $40.32. Southwest Airlines Co. operates as a passenger airline company that provides scheduled air transportation services in the United States and internationally. Based in Dallas, TX, the Large-Cap Consumer Discretionary company has 73,401 full time employees. Southwest Airlines has returned a 1.8% dividend yield over the last 12 months, but this may not be sustainable seen that the company has a choppy cash flow record.

Negative Cash Flows:

2020 2021 2022 2023 2024 2025
Revenue (M) $9,048 $15,790 $23,814 $26,091 $27,483 $28,063
Operating Margins -42% 11% 4% 1% 1% 2%
Net Margins -34% 6% 2% 2% 2% 2%
Net Income (M) -$3,074 $977 $539 $465 $465 $441
Net Interest Expense (M) $349 $467 $340 $259 $220 $108
Depreciation & Amort. (M) $1,255 $1,272 $1,351 $1,522 $1,657 $1,560
Diluted Shares (M) 565 609 642 640 643 558
Earnings Per Share -$5.44 $1.61 $0.87 $0.76 $0.76 $0.79
EPS Growth n/a 129.6% -45.96% -12.64% 0.0% 3.95%
Avg. Price $39.35 $51.8 $42.54 $28.88 $33.56 $39.99
P/E Ratio -7.23 31.39 46.75 37.03 43.03 48.77
Free Cash Flow (M) -$1,642 $1,817 -$134 -$356 -$1,592 -$831
CAPEX (M) $515 $505 $3,924 $3,520 $2,054 $2,673
EV / EBITDA -11.52 12.92 13.45 13.67 12.28 15.08
Total Debt (M) $20,222 $20,548 $16,143 $15,990 $11,766 $9,506
Net Debt / EBITDA -3.58 2.7 2.81 3.84 2.15 3.16
Current Ratio 2.02 1.97 1.43 1.14 0.92 0.52

Southwest Airlines's Valuation Is in Line With Its Sector Averages:

Southwest Airlines has a trailing twelve month P/E ratio of 26.9, compared to an average of 20.93 for the Consumer Discretionary sector. Based on its EPS guidance of $4.5, the company has a forward P/E ratio of 9.0. The 9.0% compound average growth rate of Southwest Airlines's historical and projected earnings per share yields a PEG ratio of 2.99. This suggests that these shares are overvalued. In contrast, the market is likely undervaluing Southwest Airlines in terms of its equity because its P/B ratio is 2.53 while the sector average is 2.93. The company's shares are currently trading 145.4% below their Graham number.

There's an Analyst Consensus of Some Upside Potential for Southwest Airlines:

The 23 analysts following Southwest Airlines have set target prices ranging from $30.0 to $60.0 per share, for an average of $45.25 with a hold rating.

Southwest Airlines has an average amount of shares sold short because 5.2% of the company's shares are sold short. Institutions own 93.5% of the company's shares, and the insider ownership rate stands at 1.0%, suggesting a small amount of insider investors. The largest shareholder is Elliott Investment Management L.P., whose 10% stake in the company is worth $2,000,146,865.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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