JetBlue Airways Corp (JBLU) Fair Value & Analysis
Industrials · US · Market cap $2.1B · ISIN US4771431016
What is JetBlue Airways Corp really worth?
Below-average quality, trading 36% below our fair value of $7.15.
Risks
Fair value as of: Sep 3, 2026
From 3 valuation models · updated yesterday
Fair value updated Sep 3, 2026, revised from $6.31 to $7.15 (+13.4%) since Aug 27, 2026. Share price −28.1% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The large discount to fair value meets weak quality (25/100). That raises the risk this is a value trap rather than a bargain.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- A fairly wide model range ($4.09 to $9.62) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 3, 2026.
How to read this chart
60‑month range $3.43 – $19.33 · fair‑value band $4.09 – $9.62 · the $4.61 price screens below the $7.15 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 2 fiscal years are left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Sep 3, 2026.
Analysis
JetBlue Airways Corp (JBLU) currently trades at $4.61, while our model-based Fair Value estimate is $7.15, implying the stock looks roughly 35.5% undervalued today. The Quality Score stands at 25/100 (below-average quality), in the Industrials sector. Bull case: the Dividend Discount group reads highest at a median of $57.28 per share, and 2 of the 3 models we run sit above the $4.61 price. Bear case: the Asset-Based group reads lowest at $3.82, and 1 of the 3 models stay below the price. Evidence for this calculation is low.
Over the trailing twelve months, JetBlue Airways Corp generated revenue of $9.2B at a net margin of −7.8%. Revenue grew 4.7% year over year. It earns a return on equity of −33.5%. Net debt stands at $8.2B. Fundamentals as of Sep 3, 2026
Our scenario range runs from $4.09 (bear case) to $9.62 (bull case); at $4.61, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 29% below its 52-week high and 20% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at 45% fair-value upside, at 55%, JBLU screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 3 models by family
Widest divergence: Dividend Discount ($57.28) versus Asset-Based ($3.82). Highest evidence: Gordon GGM (67).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 3, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 24 · Market factors (momentum, volatility) 26
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
JetBlue Airways Corporation provides air transportation services. The company operates a fleet of Airbus A220, Airbus A320, Airbus A320 Restyled, Airbus A321, Airbus A321 with Mint, Airbus A321neo, Airbus A321neo with Mint, and Airbus A321neoLR with Mint aircraft.
Full company description
JetBlue Airways Corporation provides air transportation services. The company operates a fleet of Airbus A220, Airbus A320, Airbus A320 Restyled, Airbus A321, Airbus A321 with Mint, Airbus A321neo, Airbus A321neo with Mint, and Airbus A321neoLR with Mint aircraft. It also serves 100 destinations across the United States, the Caribbean, Latin America, Canada, and Europe. In addition, it operates airport lounges, as well as provides vacation services. JetBlue Airways Corporation was incorporated in 1998 and is based in Long Island City, New York.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
JetBlue Airways Corp reported revenue of $9.1B in FY2025 versus $6.0B in FY2021, a compound +10.7%/yr. Reported net income was −$602M in FY2025.
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Peer Group
Airlines · 57 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Airlines median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Airlines stocks, each showing price versus our Fair Value estimate (as of Sep 3, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Delta Air Lines, Inc DAL | $80.07 | $115.82 | +45% |
| United Airlines Holdings UAL | $110.60 | $175.62 | +59% |
| Ryanair Holdings RYA | €25.47 | €41.26 | +62% |
| Southwest Airlines Co LUV | $38.73 | $14.76 | −62% |
| InterGlobe Aviation Limited INDIGO | ₹5,166 | ₹3,073 | −41% |
| Singapore Airlines Limited C6L | 7.09 SGD | 7.89 SGD | +11% |
| Air China Limited 601111 | ¥5.94 | ¥7.16 | +21% |
| LATAM Airlines Group LTM | $52.50 | $106.79 | +103% |
| China Southern Airlines Company 600029 | ¥5.08 | ¥1.28 | −75% |
| Deutsche Lufthansa AG LHA | €7.99 | €18.94 | +137% |
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