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.
DAL
Delta Air Lines, Inc.
$80.17IndustrialsAt close: Sep 4, 2026, 4:00 PM ET
URI
United Rentals, Inc.
$1,009.86IndustrialsAt close: Sep 4, 2026, 4:00 PM ET
Total return — DAL vs URI
growth of $100 · dividends reinvested · last 10yDAL +129.8% (+8.7%/yr)URI +1166.9% (+28.9%/yr)URI compounded faster over this window
Log scale — wide-divergence pair
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
| Metric | DAL | URI |
|---|---|---|
| P/E ratio | 13.30 | 24.45 |
| Forward P/E | 12.33 | 20.43 |
| P/S ratio | 0.77 | 3.82 |
| P/B ratio | 2.41 | 6.96 |
| EV / EBITDA | 7.86 | 11.86 |
| FCF yield | 11.52% | 0.98% |
Profitability
| Metric | DAL | URI |
|---|---|---|
| Gross margin | 27.32% | 37.07% |
| Operating margin | 8.08% | 24.79% |
| Net margin | 5.79% | 15.67% |
| ROE | 18.11% | 28.60% |
| ROIC | 7.63% | 11.11% |
Dividends
| Metric | DAL | URI |
|---|---|---|
| Dividend yield | 0.97% | 0.76% |
| Payout ratio | 10.07% | 19.89% |
Growth (annualized)
| Metric | DAL | URI |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Delta Air Lines P/E ratioUnited Rentals P/E ratioDelta Air Lines dividend yieldUnited Rentals dividend yieldDelta Air Lines ROEUnited Rentals ROEDelta Air Lines operating marginUnited Rentals operating marginDelta Air Lines revenue growthUnited Rentals revenue growthDelta Air Lines free cash flowUnited Rentals free cash flow
Delta Air Lines & United Rentals appear in these rankings
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.