Head to Head Analysis: Azul SA (AZUL) & Hawaiian Holdings (NASDAQ:HA)

Hawaiian Holdings (NASDAQ: HA) and Azul SA (NASDAQ:AZUL) are both mid-cap transportation companies, but which is the superior investment? We will contrast the two companies based on the strength of their risk, valuation, profitability, analyst recommendations, dividends, earnings and institutional ownership.

Analyst Recommendations

This is a summary of current ratings and price targets for Hawaiian Holdings and Azul SA, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Hawaiian Holdings 2 5 5 0 2.25
Azul SA 0 0 4 0 3.00

Hawaiian Holdings presently has a consensus price target of $51.36, indicating a potential upside of 22.73%. Azul SA has a consensus price target of $32.33, indicating a potential upside of 27.35%. Given Azul SA’s stronger consensus rating and higher probable upside, analysts clearly believe Azul SA is more favorable than Hawaiian Holdings.

Earnings & Valuation

This table compares Hawaiian Holdings and Azul SA’s revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio EBITDA Earnings Per Share Price/Earnings Ratio
Hawaiian Holdings $2.59 billion 0.87 $606.10 million $4.28 9.78
Azul SA $2.20 billion 1.03 $240.66 million N/A N/A

Hawaiian Holdings has higher revenue and earnings than Azul SA.

Profitability

This table compares Hawaiian Holdings and Azul SA’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Hawaiian Holdings 8.88% 44.12% 11.29%
Azul SA -0.79% -5.74% -0.70%

Insider and Institutional Ownership

91.9% of Hawaiian Holdings shares are owned by institutional investors. 2.3% of Hawaiian Holdings shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

Hawaiian Holdings beats Azul SA on 8 of the 11 factors compared between the two stocks.

About Hawaiian Holdings

Hawaiian Holdings, Inc. is a holding company. The Company is engaged in the scheduled air transportation of passengers and cargo amongst the Hawaiian Islands (the Neighbor Island routes), between the Hawaiian Islands and certain cities in the United States (the North America routes), and between the Hawaiian Islands and the South Pacific, Australia, New Zealand and Asia (the International routes), collectively referred to as its Scheduled Operations. It offers non-stop service to Hawai’i from United States gateway cities. As of December 31, 2016, it also provided approximately 160 daily flights between the Hawaiian Islands. The Company operates various charter flights. As of December 31, 2016, the Company’s fleet consisted of 20 Boeing 717-200 aircraft for the Neighbor Island routes, eight Boeing 767-300 aircraft, and 23 Airbus A330-200 aircraft for the North America, International, and charter routes.

About Azul SA

Azul SA is a Brazil-based company engaged in the provision of passenger transportation services. The Company primarily acts as an airline operator under the Azul brand name. The Company provides scheduled flights between numerous cities in Brazil, including Sao Paulo, Brasilia, Rio de Janeiro, Belo Horizonte, Porto Alegre, Curitiba, Manaus, Cuiaba, Fortaleza and Salvador, among others. In addition, its air network comprises international routes to the Unites States, Europe and other Latin American countries. The Company also offers Azul Cargo Express, a scheduled cargo transport service with airport-to-airport and door-to-door delivery. It owns a number of subsidiaries, such as Azul Linhas Aereas Brasileiras SA and Tudo Azul SA.

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