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Volato Group Inc. (SOAR)



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Upturn Advisory Summary
08/14/2025: SOAR (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -24.45% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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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. (SOAR) was founded in 2021 and is a private aviation company offering fractional ownership, charter, and aircraft management services. They aim to provide accessible and efficient private aviation solutions.
Core Business Areas
- Fractional Ownership: Volato offers fractional ownership of HondaJet aircraft, allowing customers to own a share of an aircraft and access its benefits without the full cost of ownership.
- Charter Services: Volato provides on-demand charter flights using its fleet of HondaJets and other aircraft.
- Aircraft Management: Volato offers aircraft management services to aircraft owners, including maintenance, crew management, and charter revenue generation.
Leadership and Structure
Volato is led by its co-founders and executives. The organizational structure includes departments for sales, operations, finance, and marketing.
Top Products and Market Share
Key Offerings
- HondaJet Fractional Ownership: Volato's primary offering is fractional ownership of HondaJets. Market share is estimated to be growing within the fractional jet ownership market. Competitors include NetJets, Flexjet, and PlaneSense. While specific revenue data is not public, this segment forms the bulk of Volato's revenue.
- Charter Services: Volato offers charter flights. While market share data is difficult to ascertain with precision, Volato is a smaller player relative to major charter operators. Competitors include Wheels Up and VistaJet, along with numerous smaller charter companies.
- Aircraft Management: Volato manages aircraft for owners. Competitors in this market include Jet Aviation and Gama Aviation.
Market Dynamics
Industry Overview
The private aviation industry is characterized by high barriers to entry, strong demand for flexible travel solutions, and increasing interest in fractional ownership. The market is evolving with new technologies and business models.
Positioning
Volato positions itself as an accessible and innovative player in the private aviation market, focusing on the HondaJet's efficiency and fractional ownership model. They aim to provide a cost-effective alternative to traditional private jet ownership.
Total Addressable Market (TAM)
The total addressable market for private aviation is estimated to be over $30 billion annually. Volato, as a relatively new entrant, is positioned to capture a growing share of this TAM by offering competitive fractional ownership programs.
Upturn SWOT Analysis
Strengths
- Fractional ownership model offering cost-effective private aviation
- Focus on HondaJet efficiency and low operating costs
- Experienced management team
- Relatively new fleet
Weaknesses
- Limited brand recognition compared to established players
- Reliance on HondaJet availability and maintenance
- Relatively small fleet size
- Lack of profitability as a young company
Opportunities
- Expanding fractional ownership programs to new markets
- Growing demand for private aviation due to travel restrictions and health concerns
- Potential for strategic partnerships with travel companies
- Acquiring existing charter operators
Threats
- Economic downturn affecting demand for private aviation
- Increased competition from established players
- Fluctuations in fuel prices and operating costs
- Regulatory changes impacting private aviation operations
Competitors and Market Share
Key Competitors
- N jets
- Flexjet
- Directional Aviation
- Wheels Up Experience Inc. (UP)
Competitive Landscape
Volato faces stiff competition from established players with larger fleets and broader brand recognition. However, Volato's focus on the HondaJet and fractional ownership model provides a differentiated offering. Their smaller size allows for greater agility.
Growth Trajectory and Initiatives
Historical Growth: Volato's historical growth is characterized by a rapid expansion of its fractional ownership program and charter services.
Future Projections: Future growth projections are positive, with expectations for continued expansion of the fractional ownership fleet and charter operations. Analyst estimates are not publicly available.
Recent Initiatives: Recent initiatives include expanding into new service regions and partnering with businesses to boost customer acquisition.
Summary
Volato is a young company with a strong focus on fractional HondaJet ownership, allowing cost-effective private aviation. While the company is growing, they face the need to establish brand recognition and profitability within a highly competitive environment, specifically against legacy companies such as N jets and FlexJet. Volato's key challenge is overcoming the brand strength and market share of established competitors. Focus on providing premium customer service is crucial for customer retention.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Volato Group Inc. Website
- Industry reports on private aviation
- Analyst reports (where available)
- Company Press Releases
Disclaimers:
This analysis is based on publicly available information and estimates. Financial data is limited due to Volato being a private company. Market share data is based on industry estimates and may not be precise. This is not financial advice.
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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