Is Wheels Up Stock a Good Investment?
Wheels Up Investment Advice | UP |
- Examine Wheels Up's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Wheels Up's leadership team and their track record. Good management can help Wheels Up navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Passenger Airlines space and any emerging trends that could impact Wheels Up's business and its evolving consumer preferences.
- Compare Wheels Up's performance and market position to its competitors. Analyze how Wheels Up is positioned in terms of product offerings, innovation, and market share.
- Check if Wheels Up pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Wheels Up's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Wheels Up Experience stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Wheels Up Experience is a good investment.
Sell | Buy |
Strong Sell
Market Performance | OK | Details | |
Volatility | Very risky | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | About Average | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Frail | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Wheels Up Stock
Researching Wheels Up's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 13.0% of the company outstanding shares are owned by insiders. The company recorded earning per share (EPS) of 9.17. Wheels Up Experience had not issued any dividends in recent years. The entity had 1:10 split on the 8th of June 2023.
To determine if Wheels Up is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Wheels Up's research are outlined below:
| Wheels Up Experience is way too risky over 90 days horizon | |
| Wheels Up Experience appears to be risky and price may revert if volatility continues | |
| Wheels Up Experience has high likelihood to experience some financial distress in the next 2 years | |
| Wheels Up Experience reports 336.9 M of total liabilities with total debt to equity ratio (D/E) of 0.2, which may suggest the company is not taking enough advantage from financial leverage. Wheels Up Experience has a current ratio of 0.53, implying that it has not enough working capital to pay out debt commitments in time. Note however, debt could still be an excellent tool for Wheels to invest in growth at high rates of return. | |
| The entity generated the yearly revenue of 1.25 B. Annual Net Loss to common stockholders was (487.39 M) with gross profit of 43.49 M. | |
| Wheels Up Experience reports about 585.88 M in cash with (665.28 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.75. | |
| Wheels Up Experience has a frail financial position based on the latest SEC disclosures | |
| Over 88.0% of Wheels Up outstanding shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Wheels Up Experience Shares Down 5.2 percent Time to Sell |
Wheels Up Quarterly Cash And Short Term Investments |
|
Wheels Up uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Wheels Up Experience. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Wheels Up's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 14th of March 2024 Upcoming Quarterly Report | View | |
| 14th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 14th of March 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Wheels Up's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Wheels Up's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2022-03-10 | 2021-12-31 | -0.25 | -0.22 | 0.03 | 12 | ||
2023-05-09 | 2023-03-31 | -0.31 | -0.27 | 0.04 | 12 | ||
2022-08-11 | 2022-06-30 | -0.29 | -0.25 | 0.04 | 13 | ||
2022-11-09 | 2022-09-30 | -0.31 | -0.26 | 0.05 | 16 | ||
2021-08-12 | 2021-06-30 | -0.16 | -0.09 | 0.07 | 43 | ||
2022-05-12 | 2022-03-31 | -0.35 | -0.25 | 0.1 | 28 | ||
2023-03-09 | 2022-12-31 | -0.31 | -0.79 | -0.48 | 154 | ||
2023-11-09 | 2023-09-30 | -2.3 | -3.09 | -0.79 | 34 |
Wheels Up Analyst Ratings
Wheels Up's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Wheels Up stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Wheels Up's financials, market performance, and future outlook by experienced professionals. Wheels Up's historical ratings below, therefore, can serve as a valuable tool for investors.Know Wheels Up's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Wheels Up is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Wheels Up Experience backward and forwards among themselves. Wheels Up's institutional investor refers to the entity that pools money to purchase Wheels Up's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Nuveen Asset Management, Llc | 2024-09-30 | 254.9 K | Bank Of New York Mellon Corp | 2024-09-30 | 204.9 K | Goldman Sachs Group Inc | 2024-09-30 | 175.1 K | Mariner Wealth Advisors Llc | 2024-06-30 | 139.8 K | Barclays Plc | 2024-09-30 | 127.9 K | Group One Trading, Lp | 2024-09-30 | 126.8 K | Instrumental Wealth, Llc | 2024-09-30 | 120.8 K | Susquehanna International Group, Llp | 2024-09-30 | 117.5 K | Fmr Inc | 2024-09-30 | 109.7 K | Delta Air Lines, Inc. | 2024-06-30 | 263.4 M | Knighthead Capital Management, Llc | 2024-09-30 | 258.1 M |
Wheels Up's market capitalization trends
The company currently falls under 'Mid-Cap' category with a market capitalization of 1.46 B.Market Cap |
|
Wheels Up's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.50) | (0.52) | |
| Return On Capital Employed | (1.09) | (1.14) | |
| Return On Assets | (0.37) | (0.39) | |
| Return On Equity | (5.00) | (4.75) |
Determining Wheels Up's profitability involves analyzing its financial statements and using various financial metrics to determine if Wheels Up is a good buy. For example, gross profit margin measures Wheels Up's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Wheels Up's profitability and make more informed investment decisions.
Evaluate Wheels Up's management efficiency
Wheels Up Experience has Return on Asset (ROA) of (0.1604) % which means that for every 100 dollars spent on asset, it generated a loss of $0.1604. This is way below average. Likewise, it shows a return on total equity (ROE) of (24.1694) %, which implies that it produced no returns to current stockholders. Wheels Up's management efficiency ratios could be used to measure how well Wheels Up manages its routine affairs as well as how well it operates its assets and liabilities. As of 12/03/2024, Return On Tangible Assets is likely to drop to -0.52. In addition to that, Return On Capital Employed is likely to drop to -1.14. At this time, Wheels Up's Total Current Liabilities is relatively stable compared to the past year. As of 12/03/2024, Liabilities And Stockholders Equity is likely to grow to about 1.6 B, while Non Current Liabilities Total is likely to drop slightly above 257.8 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 0.76 | 0.72 | |
| Tangible Book Value Per Share | (1.79) | (1.88) | |
| Enterprise Value Over EBITDA | (1.36) | (1.43) | |
| Price Book Value Ratio | 4.66 | 4.89 | |
| Enterprise Value Multiple | (1.36) | (1.43) | |
| Price Fair Value | 4.66 | 4.89 | |
| Enterprise Value | 526.4 M | 500.1 M |
Effective leadership at Wheels Up drives its competitive edge in the market. Our analysis focuses on how this translates to financial performance and stock value.
Beta 2.23 |
Basic technical analysis of Wheels Stock
As of the 3rd of December, Wheels Up maintains the Mean Deviation of 4.67, market risk adjusted performance of 0.1664, and Downside Deviation of 5.56. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Wheels Up Experience, as well as the relationship between them.Wheels Up's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Wheels Up insiders, such as employees or executives, is commonly permitted as long as it does not rely on Wheels Up's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Wheels Up insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Wheels Up's Outstanding Corporate Bonds
Wheels Up issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Wheels Up Experience uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Wheels bonds can be classified according to their maturity, which is the date when Wheels Up Experience has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand Wheels Up's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Wheels Up's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.077 | |||
| Market Risk Adjusted Performance | 0.1664 | |||
| Mean Deviation | 4.67 | |||
| Semi Deviation | 5.33 | |||
| Downside Deviation | 5.56 | |||
| Coefficient Of Variation | 1118.23 | |||
| Standard Deviation | 5.98 | |||
| Variance | 35.8 | |||
| Information Ratio | 0.0687 | |||
| Jensen Alpha | 0.1415 | |||
| Total Risk Alpha | (0.37) | |||
| Sortino Ratio | 0.0739 | |||
| Treynor Ratio | 0.1564 | |||
| Maximum Drawdown | 30.13 | |||
| Value At Risk | (7.85) | |||
| Potential Upside | 8.68 | |||
| Downside Variance | 30.93 | |||
| Semi Variance | 28.39 | |||
| Expected Short fall | (4.94) | |||
| Skewness | 0.4572 | |||
| Kurtosis | 0.8367 |
| Risk Adjusted Performance | 0.077 | |||
| Market Risk Adjusted Performance | 0.1664 | |||
| Mean Deviation | 4.67 | |||
| Semi Deviation | 5.33 | |||
| Downside Deviation | 5.56 | |||
| Coefficient Of Variation | 1118.23 | |||
| Standard Deviation | 5.98 | |||
| Variance | 35.8 | |||
| Information Ratio | 0.0687 | |||
| Jensen Alpha | 0.1415 | |||
| Total Risk Alpha | (0.37) | |||
| Sortino Ratio | 0.0739 | |||
| Treynor Ratio | 0.1564 | |||
| Maximum Drawdown | 30.13 | |||
| Value At Risk | (7.85) | |||
| Potential Upside | 8.68 | |||
| Downside Variance | 30.93 | |||
| Semi Variance | 28.39 | |||
| Expected Short fall | (4.94) | |||
| Skewness | 0.4572 | |||
| Kurtosis | 0.8367 |
Consider Wheels Up's intraday indicators
Wheels Up intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Wheels Up stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Wheels Up Corporate Filings
F4 | 27th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 14th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 24th of September 2024 An amendment to the original Schedule 13D filing | ViewVerify |
F3 | 11th of September 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
Wheels Stock media impact
Far too much social signal, news, headlines, and media speculation about Wheels Up that are available to investors today. That information is available publicly through Wheels media outlets and privately through word of mouth or via Wheels internal channels. However, regardless of the origin, that massive amount of Wheels data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Wheels Up news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Wheels Up relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Wheels Up's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Wheels Up alpha.
Wheels Up Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Wheels Up can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Wheels Up Corporate Management
| Kenneth Dichter | CEO Founder | Profile | |
| Dave Harvey | Chief Officer | Profile | |
| Patrick Busscher | Senior Maintenance | Profile | |
| Julia Zhang | Senior Management | Profile | |
| Kristen Lauria | Chief Officer | Profile | |
| Mark Briffa | Executive Officer | Profile |
Additional Tools for Wheels Stock Analysis
When running Wheels Up's price analysis, check to measure Wheels Up's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wheels Up is operating at the current time. Most of Wheels Up's value examination focuses on studying past and present price action to predict the probability of Wheels Up's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wheels Up's price. Additionally, you may evaluate how the addition of Wheels Up to your portfolios can decrease your overall portfolio volatility.