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Upturn AI SWOT - About
Volato Group Inc. (SOAR)
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Upturn Advisory Summary
03/26/2025: SOAR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -19.06% | Avg. Invested days 119 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/26/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 3.21M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 4541354 | Beta 1.02 | 52 Weeks Range 1.39 - 83.23 | Updated Date 04/1/2025 |
52 Weeks Range 1.39 - 83.23 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -87 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -60.98% | Operating Margin (TTM) 4.6% |
Management Effectiveness
Return on Assets (TTM) -48.51% | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 30200865 | Price to Sales(TTM) 0.03 |
Enterprise Value 30200865 | Price to Sales(TTM) 0.03 | ||
Enterprise Value to Revenue 0.3 | Enterprise Value to EBITDA - | Shares Outstanding 1843850 | Shares Floating 1206755 |
Shares Outstanding 1843850 | Shares Floating 1206755 | ||
Percent Insiders 30.8 | Percent Institutions 4.42 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Volato Group Inc.
Company Overview
History and Background
Volato Group, Inc. offers fractional ownership, charter, management, and brokerage services. It emerged in the private aviation sector with a focus on HondaJets. Founded in 2021, the company provides cost-effective, accessible, and safe private aviation options. Volato has quickly established itself as an innovative player in the private aviation industry.
Core Business Areas
- Fractional Ownership: Provides shared ownership of HondaJets, reducing the upfront costs of private aviation.
- Charter Services: Offers on-demand charter flights for individuals and businesses.
- Aircraft Management: Manages aircraft for owners, handling maintenance, crewing, and other operational aspects.
- Aircraft Brokerage: Facilitates the buying and selling of aircraft.
Leadership and Structure
The leadership team consists of experienced professionals in aviation and business. The organizational structure includes departments for flight operations, sales and marketing, finance, and customer service.
Top Products and Market Share
Key Offerings
- HondaJet Fractional Ownership: This is Volato's flagship product. Description: Provides fractional ownership of HondaJets. Market share data is not available publicly. Competitors: Flexjet, NetJets, Airshare.
- Charter Flights: Offers on-demand private jet charter services. Market share data is not available publicly. Competitors: Wheels Up, XOJET, VistaJet.
Market Dynamics
Industry Overview
The private aviation industry is experiencing growth driven by increasing demand for flexible and convenient travel options. There is a trend towards fractional ownership and jet card programs.
Positioning
Volato positions itself as a cost-effective and accessible provider of private aviation services, primarily focusing on the HondaJet, which has favorable operating economics compared to larger jets.
Total Addressable Market (TAM)
The TAM for the private aviation market is estimated to be in the tens of billions of dollars annually. Volato is positioned to capture a segment of this market through its fractional ownership and charter offerings.
Upturn SWOT Analysis
Strengths
- Focus on HondaJet
- Fractional Ownership Model
- Strong Customer Service
- Relatively New Fleet
Weaknesses
- Limited Aircraft Variety
- New Company Relatively Limited Financial History
- Brand Recognition (vs Established Players)
Opportunities
- Expanding Fleet
- Geographic Expansion
- Partnerships with Luxury Brands
- Increased Demand for Private Aviation
Threats
- Economic Downturn
- Increased Competition
- Rising Fuel Costs
- Regulatory Changes
Competitors and Market Share
Key Competitors
- Directional Aviation (No Symbol)
- NetJets (No Symbol)
- Wheels Up (UP; Delisted)
- Flexjet (No Symbol)
- VistaJet (No Symbol)
Competitive Landscape
Volato differentiates itself with its focus on the HondaJet and fractional ownership model. Competitors have larger fleets and broader service offerings, but Volato is targeting a niche segment of the market. Its advantages lie in lower operating costs compared to larger jets. Its disadvantages include brand recognition and limited aircraft variety.
Major Acquisitions
Gulf Coast Aviation Group
- Year: 2024
- Acquisition Price (USD millions): 5.3
- Strategic Rationale: Expand operational capabilities and add operational management team.
Growth Trajectory and Initiatives
Historical Growth: Limited historical financial data is available for Volato, but they recently acquired flight service operator Gulf Coast Aviation Group in Feburary 2024.
Future Projections: Future growth projections are not readily available in analyst reports or public sources at this time. This would require analyst-specific sources which are not available in this instance.
Recent Initiatives: Focus on building out operations, route networks, and aircraft fleet and acquiring existing flight service operators like Gulf Coast Aviation Group.
Summary
Volato is a new entrant in the private aviation market with a unique focus on the HondaJet, which will help Volato grow. The fractional ownership model provides an edge for cost efficiency and appeals to a certain segment. However, challenges will include building brand awareness and scaling operations. Potential economic downturns and increased competition could pose threats to the company's growth if operations are not scaled quickly enough. It remains an early-stage company and the future is currently not certain.
Similar Companies
UP
Wheels Up Experience Inc
UP
Wheels Up Experience Inc
Sources and Disclaimers
Data Sources:
- Volato Group Inc. Investor Relations
- SEC Filings
- Company Press Releases
- Third-Party Market Research Reports
- Public News Sources
Disclaimers:
The information provided is based on publicly available data and should not be considered investment advice. The analysis is subject to change based on new information and market conditions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Volato Group Inc.
Exchange NYSE | Headquaters Chamblee, GA, United States | ||
IPO Launch date 2022-01-21 | Co-Founder, CEO & Chairman of the Board Mr. Matthew Dennis Liotta | ||
Sector Industrials | Industry Airports & Air Services | Full time employees 229 | Website https://flyvolato.com |
Full time employees 229 | Website https://flyvolato.com | ||
Volato Group, Inc. operates as a private aviation company. It offers fractional ownership, aircraft management, jet cards, deposit, and charter programs. As of December 31, 2023, the company operated a fleet of 24 HondaJets and a managed fleet of 6 aircraft. Volato Group, Inc. was founded in 2021 and is based in Chamblee, Georgia.
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