Delta Air Lines, Inc. (DAL) vs United Rentals, Inc. (URI)

A side-by-side comparison of Delta Air Lines, Inc. and United Rentals, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 5, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnDAL vs URI

growth of $100 · dividends reinvested · last 10y
DAL +129.8% (+8.7%/yr)URI +1166.9% (+28.9%/yr)URI compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $10020182020202220242026$230$1,267
DAL URI

DAL vs URI: by the numbers

  • URI is the larger company ($62.86B vs $52.72B market cap).
  • DAL trades at the lower trailing earnings multiple (13.30 vs 24.45 P/E), one valuation lens rather than an overall verdict.
  • URI converts more revenue to profit (15.67% vs 5.79% net margin).
  • DAL grew revenue faster over the past five years (30.12% vs 13.83% CAGR).
  • DAL pays the higher dividend yield (0.97% vs 0.76%).

Metrics side by side

Valuation

MetricDALURI
P/E ratio13.3024.45
Forward P/E12.3320.43
P/S ratio0.773.82
P/B ratio2.416.96
EV / EBITDA7.8611.86
FCF yield11.52%0.98%

Profitability

MetricDALURI
Gross margin27.32%37.07%
Operating margin8.08%24.79%
Net margin5.79%15.67%
ROE18.11%28.60%
ROIC7.63%11.11%

Dividends

MetricDALURI
Dividend yield0.97%0.76%
Payout ratio10.07%19.89%

Growth (annualized)

MetricDALURI
Revenue CAGR (5Y)30.12%13.83%
EPS CAGR (5Y)0.89%25.88%
FCF CAGR (5Y)124.85%-11.55%
Total return CAGR (5Y)15.58%24.45%

Frequently asked

Which has the lower trailing P/E, DAL or URI?
DAL has the lower trailing P/E: DAL trades at 13.30 and URI at 24.45. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, DAL or URI?
Over the past five years, DAL grew revenue faster — DAL at a 30.12% CAGR versus URI at 13.83%.
Does DAL or URI pay a bigger dividend?
DAL yields 0.97% and URI yields 0.76% based on trailing dividends and the latest price.
Is DAL or URI more profitable?
URI runs the higher net margin — DAL at 5.79% versus URI at 15.67%.
How have DAL and URI total returns compared?
Over the past 10 years, DAL delivered 9.28% and URI delivered 29.03% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 5, 2026.