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AAL American Airlines Group Inc. - Fundamental Analysis

NEUTRAL
AAL Stock | Fundamental Analysis & Investment Insights
NYSE Industrials Airlines
Current Price
$15.48
Analyst Target
$15.87
+2.5% Upside
52W High
$19.1
52W Low
$8.5

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AI Analysis

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Confidence Score
72%
Analysis Accuracy
American Airlines (AAL) exhibits strong deterministic financial health with a Piotroski F-Score of 7/9 and an exceptionally high Altman Z-Score of 81778666598.4, indicating negligible bankruptcy risk. Despite this, the company trades at a premium to its intrinsic value of $6.09 with a current price of $15.48, and shows weak profitability metrics including a negative Price/Book ratio and low margins. While recent earnings surprises have been positive and analyst sentiment is 'buy', insider selling and deteriorating short-term EPS growth (-118.7% QoQ) raise caution. The stock’s valuation appears supported more by cyclical recovery and sector sentiment than fundamental strength.

Key Strengths

Exceptionally high Altman Z-Score (81778666598.4) indicates near-zero bankruptcy risk and strong financial stability
Piotroski F-Score of 7/9 reflects strong accounting health across profitability, leverage, and operating efficiency
Recent earnings performance shows consistent positive surprises, averaging +22.2% over the last four quarters
Valuation metrics like P/S of 0.19 are significantly below sector averages, suggesting potential relative value
Forward P/E of 8.35 is well below both historical P/E and sector average, implying earnings recovery expectations

Key Risks

Current price ($15.48) is 154% above the Graham-based intrinsic value of $6.09, indicating substantial overvaluation
Negative Price/Book ratio (-2.58) suggests shareholders' equity is deeply negative, a serious balance sheet concern
Very weak liquidity with Current Ratio of 0.54 and Quick Ratio of 0.38, indicating potential near-term solvency pressure
Insider activity is bearish with $1.35M in recent sales and no buys, signaling lack of confidence from executives
Most recent Q/Q EPS growth is -118.7%, showing sharp deterioration in earnings momentum despite YoY improvement
AI Fair Value Estimate
Based on comprehensive analysis
$9.5
-38.6% below current price

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