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Upturn AI SWOT - About
Wheels Up Experience Inc (UP)
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Upturn Advisory Summary
08/14/2025: 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
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
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 08/14/2025 |
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 |
Upturn AI SWOT
Wheels Up Experience Inc
Company Overview
History and Background
Wheels Up was founded in 2013 by Kenny Dichter. It aimed to disrupt the private aviation industry by offering membership-based access to private jets. It went public in July 2021 through a SPAC merger with Aspirational Consumer Lifestyle Corp.
Core Business Areas
- Membership Programs: Offers various membership tiers providing access to private aviation services, including guaranteed availability and fixed hourly rates.
- On-Demand Charter: Provides on-demand charter flights to non-members.
- Aircraft Management: Offers aircraft management services to private jet owners, including maintenance, crew management, and charter revenue generation.
Leadership and Structure
George Mattson is the CEO. The organizational structure is hierarchical, typical of aviation companies.
Top Products and Market Share
Key Offerings
- Wheels Up Membership: Provides access to a fleet of aircraft for a recurring membership fee and hourly rates. Competitors include NetJets and Flexjet. Wheels Up revenue as of 2022 $1.57 Billion.
- On-Demand Charter Flights: Allows users to book private flights on an as-needed basis without a membership. Competitors include private aviation brokers such as VistaJet.
- Aircraft Management Services: Manages private aircraft on behalf of owners, providing maintenance, crewing, and other services. Competitors include Gama Aviation and Executive Jet Management.
Market Dynamics
Industry Overview
The private aviation industry is characterized by high barriers to entry, including capital requirements, regulatory compliance, and skilled labor. Demand is influenced by economic conditions and preferences for convenience and flexibility.
Positioning
Wheels Up positions itself as a leading provider of membership-based private aviation services, offering a more accessible and flexible alternative to traditional fractional ownership and whole aircraft ownership. They aim to be a leader in the light jet market.
Total Addressable Market (TAM)
The private aviation market is estimated to be worth approximately $30 billion globally. Wheels Up aims to capture a significant share of this market through its membership programs and on-demand services.
Upturn SWOT Analysis
Strengths
- Brand recognition
- Established membership base
- Diverse fleet of aircraft
- Technological capabilities
Weaknesses
- High operating costs
- Negative profitability
- Debt
- Customer service complaints
Opportunities
- Expanding membership programs
- Entering new markets
- Forming strategic partnerships
- Capitalizing on increased demand for private aviation
Threats
- Economic downturn
- Increased competition
- Fluctuations in fuel prices
- Regulatory changes
Competitors and Market Share
Key Competitors
- BERKSHIRE HATHAWAY (BRK.A)
- DIRECTIONAL AVIATION (Private)
- VISTAJET (Private)
Competitive Landscape
Wheels Up faces intense competition from established players like NetJets and Flexjet, as well as on-demand charter providers. Wheels Up's membership model and technology platform differentiate it, but its financial challenges pose a significant disadvantage.
Major Acquisitions
Delta Private Jets
- Year: 2020
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expanded fleet and customer base.
Growth Trajectory and Initiatives
Historical Growth: Wheels Up experienced rapid growth in membership and revenue in its early years, but growth has slowed recently due to financial challenges.
Future Projections: Analysts project continued revenue growth, but profitability is uncertain.
Recent Initiatives: Recent initiatives include cost-cutting measures, fleet optimization, and strategic partnerships.
Summary
Wheels Up has struggled with high costs, high debt, profitability, and shareholder return since going public in 2021. The company has a strong brand and large addressable market. The company's financial position is a concern, and cost cutting efforts will be critical to ensure future operation. However, they must beware of the increased competition.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and 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 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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