LUV
Southwest Airlines
Industrials · Passenger Airlines · US
$41.54
Data: 2026-05-15
✓ ETHICAL PASS

WEAK MOAT
HIGH
Data Confidence: 100.0%
Key Metrics

How this company measures up on the fundamentals that matter

Market Cap
$18.9B
Total market value of the company
25.72
Premium valuation
8.57
Based on estimated future earnings — lower means cheaper
Rev Growth
+12.8%
Year-over-year revenue change
Profit Margin
2.8%
How much profit the company keeps from each dollar of revenue
10.1%
Return on equity — how efficiently it uses shareholder money
Analyst Target
$45.25
+9% from current price — median analyst estimate
Recommendation
HOLD
Consensus view from 23 analysts covering this stock
About Southwest Airlines

Southwest Airlines Co. operates as a passenger airline company that provides scheduled air transportation services in the United States and internationally. It also provides Rapid Rewards loyalty program; SWABIZ, an online booking tool; and inflight entertainment platform that includes movies-on-demand live and on-demand television, flight tracker, and additional curated content, as well as a variety of premium snacks and coffee. In addition, the company offers ancillary services, such as in-flight purchases, baggage fees, EarlyBird Check-In, and upgraded boarding, as well as transportation of pets and unaccompanied minors. As of December 31, 2025, the company operated a total fleet of 803 Boeing 737 aircraft; and served 117 destinations in 42 states, the District of Columbia, and the Commonwealth of Puerto Rico, as well as ten near-international countries, including Mexico, Jamaica, the Bahamas, Aruba, the Dominican Republic, Costa Rica, Belize, Cuba, the Cayman Islands, and Turks and Caicos. Southwest Airlines Co. was incorporated in 1967 and is headquartered in Dallas, Texas.

https://www.southwest.com

Country: United States Employees: 73,401 Industry: Airlines
Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity
PASS
Core business does not involve prohibited activities
Debt Ratio
20.6% PASS
Debt must be below 33% of total assets
Cash Ratio
1.6% PASS
Interest-bearing cash below 33% of assets
Receivables
11.5% PASS
Receivables below 49% of assets
Revenue Purity
0.7% PASS
Non-compliant revenue below 5% — any excess requires purification
Valuation
$57.62
What our model estimates this business is worth per share
27.9%
Trading below fair value — margin of safety exists
Rating
OPPORTUNITY
Overall assessment combining ethics, valuation, and quality
98.7th
Ranks in the top 1% of our 13,571 screened universe
Ethical Score
86.9
Valuation Score
90.5
Quality Score
51.3
Combined
77.8

Trading at $39 against a fair value of $58, a 33% discount. Passes all ethical screens. Ranks better than 94% of screened stocks.

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

MARKUP
Price trending up with increasing momentum
0.816
Good returns relative to risk taken
0.0707
Suggested allocation is meaningful — the edge justifies a position
0.875
Acceptable balance between returns and drawdown risk
Annual Return
29.3%
Historical annualised return based on price data
-33.5%
Largest peak-to-trough decline — the worst it has been
SIDEWAYS
Price consolidating — no clear directional bias
Days in State
3
How long the current regime has persisted — longer means more stable
Market Data

Trading characteristics and market positioning

1.11
Moves slightly more than the broader market
52W High
$55.11
25% below the year high
52W Low
$28.98
43% above the year low
Avg Volume
8,594,661
Average daily shares traded — higher means easier to buy and sell
3.0
Days it would take all short sellers to cover — higher means more crowded
Short % Float
6.1%
Moderate short interest
1.8%
Annual dividend as a percentage of the share price
$1.50
Earnings per share over the last 12 months
Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

0.93
Moderate leverage — manageable
0.48
Below 1 means short-term obligations exceed liquid assets — risk flag
Quick Ratio
0.37
Like current ratio but excludes inventory — stricter test
Gross Margin
23.0%
Revenue left after cost of goods — higher means pricing power
Operating Margin
4.6%
Profit from core operations before interest and tax
$-372,375,008
Negative — the business is spending more than it generates
Revenue (TTM)
$28.9B
Total revenue over the last 12 months
Net Income
$817M
Profitable — the bottom line is positive
Analyst Coverage
Analysts
23
Target High
$60.00
Target Median
$45.25
Target Low
$30.00
Recent Insider Activity

SEC Form 4 filings — what company insiders are buying and selling

55
NEUTRAL
Mixed insider activity. 0 purchases and 0 sales in the last 90 days — no clear directional signal. Politicians have been buying this name.
Date Insider Title Type Shares Value
2026-05-07 REYNOLDS CHRISTOPHER P. Director 4,108
2026-05-07 ATHERTON LISA M Director 4,108
2026-05-07 FEINBERG SARAH Director 4,108
2026-05-07 WATSON PATRICIA A Director 4,108
2026-05-07 BREBER PIERRE R. Director 4,108
2026-05-07 HESS DAVID P Director 4,108
2026-05-07 GRISSEN DAVID J Director 4,108
2026-05-07 FORNARO ROBERT L Director 4,108
2026-05-07 BROOKS DOUGLAS H Director 4,108
2026-04-07 ATHERTON LISA M Director 118 $4,478
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence
Political Trading Activity

Congressional trading disclosures involving this instrument

Date Politician Party Type Amount
2026-04-13 Ro Khanna Democrat Purchase 1K–15K
Source: Congressional disclosure filings. View all political trades at
Insider Intelligence
Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-15

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