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Upturn AI SWOT - About
Volato Group Inc. (SOAR)
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Upturn Advisory Summary
10/14/2025: SOAR (3-star) is a STRONG-BUY. BUY since 10 days. Simulated Profits (118.48%). Updated daily EoD!
Upturn Star 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 86.45% | Avg. Invested days 56 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 2.68M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.98 | 52 Weeks Range 1.25 - 21.49 | Updated Date 06/29/2025 |
52 Weeks Range 1.25 - 21.49 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -8.24 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -31.79% | Operating Margin (TTM) 9.91% |
Management Effectiveness
Return on Assets (TTM) -3.42% | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 33591518 | Price to Sales(TTM) 0.04 |
Enterprise Value 33591518 | Price to Sales(TTM) 0.04 | ||
Enterprise Value to Revenue 0.86 | Enterprise Value to EBITDA - | Shares Outstanding 2077920 | Shares Floating 1445650 |
Shares Outstanding 2077920 | Shares Floating 1445650 | ||
Percent Insiders 24.83 | Percent Institutions 3.47 |
Upturn AI SWOT
Volato Group Inc.
Company Overview
History and Background
Volato Group Inc. was founded in 2021, focusing on providing private aviation services. It quickly grew through strategic acquisitions and a focus on fractional ownership models.
Core Business Areas
- Fractional Ownership Programs: Offers fractional ownership of private jets, allowing customers to own a share of an aircraft and access it on demand.
- Charter Services: Provides on-demand private jet charter services for individuals and businesses.
- Aircraft Management: Manages private aircraft for owners, handling maintenance, crewing, and operational logistics.
- Aircraft Sales and Brokerage: Facilitates the buying and selling of private aircraft.
Leadership and Structure
The leadership team comprises seasoned aviation executives. The organizational structure is relatively flat, emphasizing agility and customer responsiveness.
Top Products and Market Share
Key Offerings
- HondaJet Fractional Ownership: Fractional ownership program for HondaJet aircraft. Competitors include NetJets and Flexjet, but this offering is targeted to the smaller light jet segment. Market share data is unavailable.
- Charter Services: On-demand private jet charter flights. Competitors include Wheels Up and VistaJet. Market share data is unavailable.
Market Dynamics
Industry Overview
The private aviation industry is experiencing growth, driven by increased demand for personalized and flexible travel solutions. The industry is competitive, with established players and emerging entrants.
Positioning
Volato positions itself as a tech-enabled fractional and charter company. This model focuses on younger aircraft (HondaJet) and a fractional model.
Total Addressable Market (TAM)
The TAM for private aviation is estimated to be hundreds of billions of dollars annually. Volato is targeting a growing share of the fractional and charter market through its focus on efficiency and technology.
Upturn SWOT Analysis
Strengths
- Focus on newer, efficient aircraft (HondaJet)
- Tech-enabled platform for booking and management
- Fractional ownership model reduces capital outlay for clients
- Experienced leadership team
Weaknesses
- Relatively new company with a limited track record
- Smaller fleet size compared to established competitors
- Dependence on fractional ownership model for revenue
- Limited brand recognition compared to industry giants
Opportunities
- Expanding fractional ownership programs to new aircraft types
- Leveraging technology to improve efficiency and customer experience
- Acquiring smaller charter operators to expand geographic reach
- Capitalizing on the growing demand for private aviation among high-net-worth individuals
Threats
- Economic downturn could reduce demand for private aviation
- Increased competition from established players and new entrants
- Rising fuel costs could impact profitability
- Regulatory changes could increase operating costs
Competitors and Market Share
Key Competitors
- DAL
- JBLU
- ALK
- LUV
Competitive Landscape
Volato faces competition from established private aviation providers, including NetJets, Flexjet, Wheels Up, and VistaJet. It differentiates itself through its focus on newer aircraft, technology, and a fractional ownership model.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is expected to be significant given that the company was founded in 2021.
Future Projections: Future growth projections are reliant on market conditons.
Recent Initiatives: Volato has recently focused on expanding its HondaJet fleet and enhancing its technology platform.
Summary
Volato Group Inc. is a relatively new player in the private aviation market with potential. Its fractional ownership model and focus on efficient aircraft offer cost-effective private air travel. However, it faces challenges due to its smaller size and limited track record, compared to established competitors. Future growth hinges on successfully expanding its fleet, leveraging technology, and navigating economic conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data is dynamic and may change. This company is very new, so lots of data needs to be reviewed over time.
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, Chairman of the Board, President & CEO Mr. Matthew Dennis Liotta | ||
Sector Industrials | Industry Airports & Air Services | Full time employees 12 | Website https://flyvolato.com |
Full time employees 12 | Website https://flyvolato.com | ||
Volato Group, Inc. operates as a private aviation company in the United States. The company offers fractional ownership, aircraft management, jet cards, deposit, and charter programs. It also sells airplane; and provides vaunt, a software-as-a-service subscription platform. In addition, the company offers Mission Control, a cloud-based software which provides a robust, API-first solution streamlining critical functions across flight scheduling, customer relationship management (CRM), and crew management. Volato Group, Inc. was founded in 2021 and is based in Chamblee, Georgia.
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