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Upturn AI SWOT - About
Wheels Up Experience Inc (UP)
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Upturn Advisory Summary
06/30/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $4
1 Year Target Price $4
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -73.41% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 859.62M USD | Price to earnings Ratio - | 1Y Target Price 4 |
Price to earnings Ratio - | 1Y Target Price 4 | ||
Volume (30-day avg) - | Beta 2.37 | 52 Weeks Range 0.74 - 4.59 | Updated Date 06/29/2025 |
52 Weeks Range 0.74 - 4.59 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.49 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -44.21% | Operating Margin (TTM) -39.45% |
Management Effectiveness
Return on Assets (TTM) -12.99% | Return on Equity (TTM) -2416.94% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 1155269296 | Price to Sales(TTM) 1.11 |
Enterprise Value 1155269296 | Price to Sales(TTM) 1.11 | ||
Enterprise Value to Revenue 1.5 | Enterprise Value to EBITDA -4.36 | Shares Outstanding 698873984 | Shares Floating 27130297 |
Shares Outstanding 698873984 | Shares Floating 27130297 | ||
Percent Insiders 13.44 | Percent Institutions 87.31 |
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 merger with a special-purpose acquisition company (SPAC). The company aimed to disrupt the private aviation industry by offering membership-based access to private flights.
Core Business Areas
- Membership Programs: Wheels Up offers various membership tiers providing access to a fleet of private aircraft, including King Air 350i, Citation CJ3+, and Citation Excel/XLS. Members can book flights on a per-flight basis or through block hour programs.
- On-Demand Charter: Wheels Up facilitates on-demand charter flights for members and non-members through its online marketplace and partner network.
- Aircraft Management: Wheels Up provides aircraft management services to private aircraft owners, including maintenance, crewing, and regulatory compliance.
Leadership and Structure
The CEO has been changing since it started in 2013. As of August 2023, George Mattson took over, and Ravi Thakran as CFO. The company operates with a functional organizational structure, with departments focusing on membership sales, flight operations, technology, and finance.
Top Products and Market Share
Key Offerings
- Membership Programs: Wheels Up membership programs are a core offering, providing access to a fleet of aircraft. Market share data isn't publicly available, but Wheels Up is a significant player in the membership-based private aviation market. Competitors include NetJets, Flexjet, and VistaJet.
- On-Demand Charter Flights: Wheels Up offers on-demand charter flights. The exact market share isn't published. Competitors include XO and other charter brokers.
- Aircraft Management: Wheels Up offers aircraft management services, generating fees from owners. Market share for this segment is difficult to pinpoint precisely but competes with Gama Aviation and other management companies.
Market Dynamics
Industry Overview
The private aviation industry is characterized by high barriers to entry, including significant capital requirements, stringent regulatory oversight, and a need for specialized expertise. Demand for private aviation has fluctuated with economic cycles. There is an increase in Fractional, Leasing, and chartering markets.
Positioning
Wheels Up aims to provide a more accessible entry point to private aviation. Their membership model differentiates them from traditional fractional ownership. The ability to combine revenue for all the sectors makes it a formidable opponent.
Total Addressable Market (TAM)
The global private aviation market is estimated to be worth hundreds of billions of dollars annually. Wheels Up aims to capture a larger share of this market by expanding its membership base and charter operations. The TAM is estiamted at $28B
Upturn SWOT Analysis
Strengths
- Brand recognition in private aviation
- Established membership base
- Technological platform for booking and managing flights
- Diverse fleet of aircraft
Weaknesses
- High operating costs
- History of losses
- Debt and financial strain
- Dependence on economic conditions
- Complex operational logistics
Opportunities
- Expansion into new geographic markets
- Strategic partnerships to expand service offerings
- Increased demand for private aviation due to pandemic-related concerns
- Technological advancements to improve efficiency and reduce costs
Threats
- Economic downturn impacting demand for private aviation
- Increased competition from other private aviation providers
- Fluctuations in fuel prices
- Regulatory changes
- Labor costs and availability
Competitors and Market Share
Key Competitors
- NetJets (BRK.A)
- Flexjet (private)
- VistaJet (private)
- XO (private)
Competitive Landscape
Wheels Up's membership model differentiates it. NetJets and Flexjet have a stronger capital position. VistaJet focuses on long-haul flights. XO focuses on a technology based approach to fractionalization.
Major Acquisitions
Delta Private Jets
- Year: 2020
- Acquisition Price (USD millions): 0
- Strategic Rationale: Integration into the Delta system.
Mountain Aviation
- Year: 2021
- Acquisition Price (USD millions): 252
- Strategic Rationale: One of the largest Part 135 operators in the US.
Growth Trajectory and Initiatives
Historical Growth: Wheels Up has grown rapidly through acquisitions and organic expansion of its membership base.
Future Projections: Analyst estimates for Wheels Up's future growth vary. The company needs to become profitable to be viable.
Recent Initiatives: Wheels Up has recently focused on cost-cutting measures and strategic partnerships to improve its financial performance. In August 2023, Delta Air Lines and other investors invested $500M into Wheels Up
Summary
Wheels Up has built a recognizable brand in private aviation but faces significant financial challenges. While the company has shown revenue growth, persistent losses and a high debt burden remain a concern. Recent investments from Delta Air Lines and other investors may help stabilize the company, but successful execution of its cost-cutting and strategic partnership initiatives is crucial for its long-term viability. Wheels up has the potential to capture more revenue with its multifaceted approach to private aviation, but it must be vigilant with costs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Analyst reports
- Industry publications
- Press Releases
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data can be approximate and based on estimates.
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 for small and medium enterprises, as well as 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 flight services; 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 through 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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