Wheels Up Experience Stock Performance
| UP Stock | USD 2.31 0.19 7.60% |
On a scale of 0 to 100, Wheels Up holds a performance score of 8. The firm maintains a market beta of 3.36, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Wheels Up will likely underperform. Please check Wheels Up's treynor ratio, as well as the relationship between the expected short fall and day median price , to make a quick decision on whether Wheels Up's historical returns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Wheels Up Experience are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak basic indicators, Wheels Up reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (7.60) | Five Day Return (13.48) | Year To Date Return (40.16) | Ten Year Return (97.67) | All Time Return (97.67) |
Last Split Factor 1:10 | Last Split Date 2023-06-08 |
1 | Acquisition by Summe Gregory L of 87688 shares of Wheels Up subject to Rule 16b-3 | 09/11/2024 |
2 | Acquisition by Mark Briffa of 491397 shares of Wheels Up subject to Rule 16b-3 | 10/02/2024 |
3 | Acquisition by David Holtz of 145053 shares of Wheels Up subject to Rule 16b-3 | 10/18/2024 |
4 | Wheels Up Announces Fleet Modernization Strategy and Associated Transactions | 10/22/2024 |
5 | U.S. DEPARTMENT OF AGRICULTURE AWARDS COLERIDGE INITIATIVE UP TO 7.5 MILLION FOR SECURE DATA ENCLAVE SERVICES | 11/04/2024 |
6 | Q3 2024 Wheels Up Experience Inc Earnings Call Transcript | 11/08/2024 |
7 | UP Fintech Revenue Hits Record US101M Profit at Three-year Peak Client Assets Doubled YoY to US40.8 Billion | 11/12/2024 |
8 | RECURRING NET INCOME OF R 9.4 BILLION IN 9M24, UP 21.6 percent OVER 9M23. | 11/13/2024 |
9 | At RailTrends, CPKC and UP CEOs talk about higher levels of rail service | 11/18/2024 |
10 | Do Redditors Think That Wheels Up Experience Inc. Has a Big Upside Potential - Yahoo Finance | 11/21/2024 |
11 | Disposition of 21766 shares by Moak Donald Lee of Wheels Up at 2.47 subject to Rule 16b-3 | 11/26/2024 |
12 | Wheels Up Experience Shares Down 5.2 percent Time to Sell | 12/02/2024 |
| Begin Period Cash Flow | 620.2 M |
Wheels |
Wheels Up Relative Risk vs. Return Landscape
If you would invest 169.00 in Wheels Up Experience on September 4, 2024 and sell it today you would earn a total of 62.00 from holding Wheels Up Experience or generate 36.69% return on investment over 90 days. Wheels Up Experience is generating 0.6661% of daily returns and assumes 6.0406% volatility on return distribution over the 90 days horizon. Put differently, 53% of stocks are less risky than Wheels on the basis of their historical return distribution, and some 87% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Wheels Up Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wheels Up's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Wheels Up Experience, and traders can use it to determine the average amount a Wheels Up's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1103
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | UP | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 6.04 actual daily | 53 53% of assets are less volatile |
Expected Return
| 0.67 actual daily | 13 87% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Wheels Up is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wheels Up by adding it to a well-diversified portfolio.
Wheels Up Fundamentals Growth
Wheels Stock prices reflect investors' perceptions of the future prospects and financial health of Wheels Up, and Wheels Up fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wheels Stock performance.
| Return On Equity | -24.17 | ||||
| Return On Asset | -0.16 | ||||
| Profit Margin | (0.40) % | ||||
| Operating Margin | (0.21) % | ||||
| Current Valuation | 1.92 B | ||||
| Shares Outstanding | 697.81 M | ||||
| Price To Book | 2,861 X | ||||
| Price To Sales | 2.09 X | ||||
| Revenue | 1.25 B | ||||
| Gross Profit | 43.49 M | ||||
| EBITDA | (386.22 M) | ||||
| Net Income | (487.39 M) | ||||
| Cash And Equivalents | 585.88 M | ||||
| Cash Per Share | 1.75 X | ||||
| Total Debt | 336.9 M | ||||
| Debt To Equity | 0.20 % | ||||
| Current Ratio | 0.54 X | ||||
| Book Value Per Share | (0.17) X | ||||
| Cash Flow From Operations | (665.28 M) | ||||
| Earnings Per Share | 9.17 X | ||||
| Market Capitalization | 1.46 B | ||||
| Total Asset | 1.32 B | ||||
| Retained Earnings | (1.76 B) | ||||
| Working Capital | (473.47 M) | ||||
About Wheels Up Performance
Assessing Wheels Up's fundamental ratios provides investors with valuable insights into Wheels Up's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Wheels Up is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 6.29 | 4.18 | |
| 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) |
Things to note about Wheels Up Experience performance evaluation
Checking the ongoing alerts about Wheels Up for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Wheels Up Experience help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 |
- Analyzing Wheels Up's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wheels Up's stock is overvalued or undervalued compared to its peers.
- Examining Wheels Up's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wheels Up's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wheels Up's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Wheels Up's stock. These opinions can provide insight into Wheels Up's potential for growth and whether the stock is currently undervalued or overvalued.
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.