Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI Summary - About
Copa Holdings SA(CPA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CPA
10/08/2026: CPA (1-star) is currently NOT-A-BUY. Pass it for now.
Copa Holdings is an airline holding company that excels by operating a highly efficient hub-and-spoke system in Panama, connecting the Americas. Its primary strength lies in its operational discipline and a strategic hub location that facilitates optimal flight connectivity. The company's growth story is tied to its ability to capture regional travel demand and expand its cargo footprint. However, investors must consider risks like fuel price volatility, regional economic instability, and intense competition from low-cost carriers. Overall, the stock may suit value-oriented investors who appreciate its historical focus on efficiency, though it remains subject to the inherent cyclicality of the global airline industry.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Copa offers steady growth potential linked to regional economic development but is constrained by airline industry cyclicality. |
| Momentum investor | Mixed fit | Momentum depends on positive sector sentiment and fuel price stability, requiring a favorable technical setup. |
| Value investor | Strong fit | The company's historical focus on efficiency often leads to attractive valuation relative to its strong operational performance. |
| Dividend investor | Strong fit while signal remains positive | Copa has a history of returning capital to shareholders, making it attractive for those seeking income in the airline sector. |
| Low-risk investor | Weak fit | Airline stocks are inherently high-risk due to volatile fuel costs, economic cycles, and operational complexity. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Airline stocks are prone to significant price swings due to macroeconomic and fuel price shifts. |
| Valuation risk | Medium | Market sentiment toward airlines can fluctuate rapidly, impacting share price multiples. |
| Competition risk (Regional airline market) | Medium / high | Aggressive pricing by competitors can pressure margins in key regional routes. |
| Business quality | Medium | The company maintains strong operational discipline, though it remains vulnerable to external shocks. |
| Dividend income | Medium | Dividends can be suspended during cyclical downturns or financial stress. |
| Execution risk | Medium | Operational delays or hub disruptions can have immediate impacts on revenue and reputation. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 10.18% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/08/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.56B USD | Price to earnings Ratio 8.96 | 1Y Target Price 178.73 |
Price to earnings Ratio 8.96 | 1Y Target Price 178.73 | ||
Volume (30-day avg) 315.7K shares | Beta 1.03 | 52 Weeks Range 104.75 - 158.35 | Updated Date 10/07/2026 |
52 Weeks Range 104.75 - 158.35 | Updated Date 10/07/2026 | ||
Dividends yield (FY) 4.95% | Basic EPS (TTM) 15.21 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Passenger Air Transport | Ticket sales for flights throughout North, Central, and South America via the Panama hub. | The primary revenue driver is people buying seats on their flights. |
| Cargo Services | Transporting freight in the cargo holds of passenger aircraft. | Secondary income generated by utilizing extra space on flights to move goods. |
| Geography (Americas) | Market operations centered on Panama, covering Latin American and US destinations. | Success is tied to the strength of travel demand across the Americas. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 8.96 | Forward PE 6.76 | Enterprise Value 6.61B | Price to Sales(TTM) 1.39 |
Enterprise Value 6.61B | Price to Sales(TTM) 1.39 | ||
Enterprise Value to Revenue 1.71 | Enterprise Value to EBITDA 8.26 | Shares Outstanding 29.88M | Shares Floating 28.25M |
Shares Outstanding 29.88M | Shares Floating 28.25M | ||
Percent Insiders 0.4 | Percent Institutions 93.61 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.