UAL
ACCE-researchedUnited Airlines Holdings Inc. Common Stock
Industrials · Airlines · NASDAQ · United States
$108.71+0.99%
Market cap $35.3BNext earnings 2026-10-21Updated Sep 19, 2026
FAIR VALUE · CONSENSUS
$108.71+0.0%
confidence-weighted across 4 of 6 models
Now $108.71
$108.71
$104.74$237.39
Strong BuySilver78
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Price vs fair value
42.9% below
+75.2% to fair value
ACCE score
66
out of 100
Analysts
88% buy
25 covering
P/E
10.1x
forward 6.9x
1-year return
+3.2%
Dividend yield
0.00%
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Overview
⚠ Investor warnings · 4 flags
- highACCE score collapseScore dropped 22 points in 90 days (100→78), with Quality sub-score at only 60, signaling meaningful deterioration in fundamentals.
- highHeavy leverage riskDebt/Equity of 1.64 is elevated for a cyclical airline; any demand shock or fuel spike could stress debt servicing capacity.
- moderateQoQ revenue decelerationSequential revenue growth turned negative at -5.1% QoQ despite strong YoY of +10.6%, suggesting momentum is fading.
- moderateInsider selling, no buyingInsiders sold $4.85M with zero purchases in last 10 disclosed transactions, a cautious signal at current price levels.
Reports in 30 days, last quarter beat by 0.0%.
Walk me through this stock
Plain-English pros, cons, and what to watch. Pro feature.
Price
+4.3% · 1Y
Valuation
INVESTORFull valuation engine INVESTOR FEATURE
Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, reverse DCF, P/E and EV/EBITDA comps, Graham, dividend discount
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORQuality and conviction INVESTOR FEATURE
The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
Bullish88% buy · 25 covering analysts
● Strong buy 16● Buy 6● Hold 2● Sell 0● Strong sell 1
Analyst intelligence INVESTOR FEATURE
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROSmart money tracking PRO FEATURE
Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
This stock Peer Peer median weaker → stronger
P/Ebetter than 80% of peers
low 7.6x10.1xhigh 25.6x
ROEbetter than 80% of peers
low 7%23%high 42%
Div yieldbetter than 0% of peers
low 0.0%0.0%high 6.8%
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| RYAAY | Ryanair Holdings plc American Depositary Shares | $27.7B | 13.1 | 22.4% | 0.13 | 1.7% | - | Compare |
| IAG.L | International Consolidated Airlines Group | $24.4B | 7.6 | 42.1% | 0.96 | 2.3% | - | Compare |
| DAL | Delta Air Lines Inc. Common Stock | $52.4B | 13.2 | 20.1% | 0.68 | 1.0% | - | Compare |
| LUV | Southwest Airlines Company Common Stock | $20.0B | 25.6 | 11.1% | 0.61 | 1.8% | - | Compare |
| INDIGO.NS | InterGlobe Aviation Limited | $19.8B | - | - | 1112.71 | 0.2% | - | Compare |
| C6L.SI | Singapore Airlines | $16.1B | 21.7 | 7.2% | 60.21 | 6.8% | - | Compare |
Sector report card
Where UAL ranks against its sector peers on each metric.
Computing percentiles…
News and Record
Reports in 30 days, last quarter beat by 0.0%.
Press releases mentioning this company
- PR Newswire•Sep 17, 2026United Teams Up with DISH to Broadcast Professional and College Football Games Live on Starlink-Enabled Seatback Screens
- PR Newswire•Sep 2, 2026Food Delivery to the Gate? United Tests New Time-Saving Customer Benefit at Newark Liberty International Airport
- PR Newswire•Sep 1, 2026Another First for United: Mobile App Lets Customers Join Standby for Earlier Flights and Automatically Finds Open Seats During Disruptions
3 more press releases · full archive on Investor+.Upgrade →
Ask anything, Pro feature
Ask questions about this stock in plain language. Answered from company fundamentals + recent valuations.
See pricingRecent performance
1 week
-1.0%
1 month
-6.1%
3 months
-8.1%
6 months
+20.9%
YTD
-2.8%
1 year
+3.2%
SEC filings
40 filings
August 2026
Aug 27
Form 4Insider transactionPeriod 2026-08-25
Aug 21
Form 4Insider transactionPeriod 2026-08-19
Aug 5
Form 4Insider transactionPeriod 2026-08-03
37 more filings + AI summaries on Investor+.Upgrade →