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Upturn AI SWOT - About
Wheels Up Experience Inc (UP)
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Upturn Advisory Summary
03/27/2025: UP (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
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -81.88% | Avg. Invested days 22 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.46B USD | Price to earnings Ratio 0.23 | 1Y Target Price 4 |
Price to earnings Ratio 0.23 | 1Y Target Price 4 | ||
Volume (30-day avg) 814826 | Beta 2.23 | 52 Weeks Range 0.95 - 4.59 | Updated Date 03/23/2025 |
52 Weeks Range 0.95 - 4.59 | Updated Date 03/23/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 9.17 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-03-11 | When - | Estimate - | Actual -0.1254 |
Profitability
Profit Margin -39.97% | Operating Margin (TTM) -21.1% |
Management Effectiveness
Return on Assets (TTM) -16.04% | Return on Equity (TTM) -2416.94% |
Valuation
Trailing PE 0.23 | Forward PE - | Enterprise Value 1004100515 | Price to Sales(TTM) 0.94 |
Enterprise Value 1004100515 | Price to Sales(TTM) 0.94 | ||
Enterprise Value to Revenue 1.27 | Enterprise Value to EBITDA -4.36 | Shares Outstanding 697811968 | Shares Floating 46551016 |
Shares Outstanding 697811968 | Shares Floating 46551016 | ||
Percent Insiders 13.4 | Percent Institutions 87.67 |
Analyst Ratings
Rating - | Target Price 4 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Wheels Up Experience Inc
Company Overview
History and Background
Wheels Up Experience Inc. was founded in 2013 by Kenny Dichter. It went public in 2021 through a SPAC merger with Aspirational Consumer Lifestyle Corp. Wheels Up aimed to democratize private aviation by offering membership programs and on-demand flights.
Core Business Areas
- Membership Programs: Offers various membership levels providing access to a fleet of private aircraft with guaranteed availability and fixed hourly rates.
- On-Demand Flights: Provides charter flights on a per-flight basis without requiring a membership.
- Aircraft Management: Manages aircraft for owners, handling maintenance, crewing, and chartering of the aircraft.
Leadership and Structure
The current CEO is George Mattson. The company operates with a typical corporate structure, including a board of directors and various functional departments.
Top Products and Market Share
Key Offerings
- Connect Membership: Entry-level membership offering access to on-demand flights. Market share data not readily available. Competitors include JetSuiteX and other charter brokers.
- Core Membership: Mid-tier membership providing access to guaranteed availability and fixed hourly rates. Market share data not readily available. Competitors include NetJets and Flexjet.
- Up Fares: Discounted, last minute flights. Market share data not readily available. Competitors include empty leg deals offered by other charter operators.
Market Dynamics
Industry Overview
The private aviation industry is experiencing growth driven by increased demand for flexible and efficient travel solutions, coupled with growing wealth. It is also sensitive to economic conditions.
Positioning
Wheels Up aims to position itself as a leading provider of private aviation services, offering a range of membership options and on-demand flights. They are aiming for the mid-market with their connect and core memberships. Their competitive advantage used to be a large owned fleet.
Total Addressable Market (TAM)
The TAM for private aviation is estimated to be in the tens of billions of dollars annually. Wheels Up's positioning within this market is aimed at capturing a significant share through its membership programs and on-demand offerings.
Upturn SWOT Analysis
Strengths
- Brand recognition
- Membership-based business model
- Access to a large fleet of aircraft (though decreasing owned and increasing managed)
- Technology platform for booking and managing flights
Weaknesses
- High operating costs
- Significant debt burden
- Inconsistent profitability
- Negative cash flow
- Reliance on memberships for revenue generation
- Dependence on favorable weather conditions
Opportunities
- Expanding into new geographic markets
- Increasing membership penetration
- Strategic partnerships with luxury brands
- Growth in demand for private aviation
Threats
- Economic downturn impacting demand
- Increased competition from other private aviation providers
- Fluctuations in fuel prices
- Regulatory changes affecting the industry
- Potential disruptions in supply chain affecting aircraft availability
- Technological advancements leading to alternative transportation methods
Competitors and Market Share
Key Competitors
- NetJets (BRK.A)
- Flexjet (No Public Stock)
- VistaJet (No Public Stock)
Competitive Landscape
Wheels Up faces intense competition from established players such as NetJets and Flexjet. Wheels Up differentiates itself by offering a wider range of membership options, but struggles with profitability and brand perception amidst restructuring.
Major Acquisitions
Gama Aviation Signature
- Year: 2020
- Acquisition Price (USD millions): 200
- Strategic Rationale: Expanded Wheels Up's operational capabilities and geographic footprint.
Growth Trajectory and Initiatives
Historical Growth: Wheels Up experienced significant growth in membership and flight volume in its early years, but has since faced challenges in achieving profitability.
Future Projections: Future projections are highly uncertain due to the company's recent financial difficulties and restructuring efforts. Analyst estimates vary widely.
Recent Initiatives: Recent strategic initiatives have focused on cost reduction, debt restructuring, and improving operational efficiency. This included a reverse stock split and securing financing deals.
Summary
Wheels Up is facing significant financial challenges, marked by high operating costs, debt, and inconsistent profitability. While the company has a recognizable brand and a membership-based model, its future is uncertain, requiring successful execution of its restructuring plans to achieve long-term sustainability. The company needs to improve efficiency and manage costs to address its profitability issues. Investors should monitor the company's progress in executing its strategic initiatives.
Similar Companies
- BRK.A
- JSX (no public stock)
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual risk tolerance and consultation with a qualified financial advisor. Market share data is approximate and based on available industry reports.
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 Wheels Up Experience Inc
Exchange NYSE | Headquaters Chamblee, GA, United States | ||
IPO Launch date 2020-11-13 | CEO & Director Mr. George Nathaniel Mattson | ||
Sector Industrials | Industry Airports & Air Services | Full time employees 1807 | Website https://www.wheelsup.com |
Full time employees 1807 | Website https://www.wheelsup.com | ||
Wheels Up Experience Inc. provides private aviation services in the United States and internationally. The company offers Wheels Up Membership program that consists of two primary membership categories, such as Individual membership for individual and business fliers; and UP for Business membership consists of small and medium enterprise, and custom enterprise solutions for business fliers that tend to spend at higher levels. Its Wheels Up Charter provides charter flight services for passenger groups, sports teams, global corporate events, and tour operations, as well as global passenger, cargo, emergency, and government services. In addition, the company offers wholesale charter services; group charter and cargo flights; maintenance, repair, and operations services; fixed-base operator services; safety and security services; and government, defense, emergency, and medical transport missions. It serves individuals, small and medium enterprises, and corporate customers. As of December 31, 2024, the company operated a fleet of 154 owned and leased aircraft. Wheels Up Experience Inc. was founded in 2013 and is headquartered in Chamblee, Georgia.
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