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1. Company Snapshot

1.a. Company Description

Wheels Up Experience Inc.provides private aviation services primarily in the United States.The company offers a suite of products and services, which include multi-tiered membership programs, on-demand flights across various private aircraft cabin categories, aircraft management, retail and wholesale charter, whole aircraft acquisitions and sales, corporate flight solutions, special missions, signature events and experiences, and commercial travel.


It operates a fleet of approximately 1,500 aircraft.The company was founded in 2013 and is headquartered in New York, New York.

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1.b. Last Insights on UP

Wheels Up Experience Inc.'s recent performance has been negatively driven by uncertainty surrounding its upcoming Q4 2024 earnings release, scheduled for March 11, 2025. The lack of recent earnings updates has created uncertainty, and investors are likely waiting for guidance on the company's financial health. Additionally, the company's silence on its business operations and lack of new product or service announcements have contributed to the uncertainty, weighing on investor sentiment.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Wheels Up Experience (NYSE:UP) and Howmet Aerospace (NYSE:HWM) Head-To-Head Analysis

Nov -30

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Wheels Up Announces Third Quarter Results

Nov -05

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Wheels Up Announces Date of Third Quarter 2025 Earnings Release

Oct -23

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Wheels Up Elevates In-Flight Dining with AtYourJet

Oct -22

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Wheels Up Lead Investors Extend Lock-Up, Underscoring Confidence in Transformation Strategy

Sep -22

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Wheels Up: Rebound Potential With New Memberships Unveiled

Sep -05

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Wheels Up Launches New Membership Portfolio

Sep -03

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Wheels Up to Present at Jefferies Industrials Conference

Aug -28

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (11.08%)

6. Segments

Flight

Expected Growth: 11.53%

Wheels Up Experience Inc.'s 11.53% growth is driven by increasing demand for private aviation, expansion of its membership program, and strategic partnerships. Additionally, the company's focus on technology and digital platforms has improved operational efficiency, leading to higher revenue and profitability. Furthermore, Wheels Up's ability to offer a unique flying experience, including access to a fleet of luxury aircraft, has contributed to its growth.

Aircraft Management

Expected Growth: 9.72%

Wheels Up Experience Inc.'s Aircraft Management segment growth of 9.72% is driven by increasing demand for private aviation, expansion of the company's fleet, and strategic partnerships. Additionally, the company's focus on providing a unique customer experience, coupled with its innovative membership model, has contributed to its growth. Furthermore, the company's investment in technology and digital platforms has enhanced operational efficiency, leading to increased revenue and profitability.

Other

Expected Growth: 10.27%

Wheels Up Experience Inc.'s 10.27% growth is driven by increasing demand for private aviation, expansion of its membership programs, and strategic partnerships. Additionally, the company's focus on digital transformation, cost savings initiatives, and growing fleet of aircraft contribute to its growth momentum.

Membership

Expected Growth: 10.27%

The 10.27% growth in Wheels Up Experience Inc.'s membership is driven by increasing demand for private aviation, expansion into new markets, and strategic partnerships. Additionally, the company's focus on providing a unique and personalized flying experience, coupled with its flexible membership options, has contributed to the growth.

7. Detailed Products

Wheels Up Membership

A membership program offering access to a fleet of luxury aircraft, with guaranteed availability and fixed hourly rates.

Wheels Up Core Membership

A lower-cost membership option with limited access to the fleet, ideal for occasional flyers.

Wheels Up Aircraft Management

A program for aircraft owners to offset ownership costs by making their plane available for charter.

Wheels Up Charter

On-demand charter flights for individuals or groups, with access to a network of luxury aircraft.

Wheels Up Shuttle

Scheduled, shared flights between popular destinations, offering a cost-effective private flying experience.

8. Wheels Up Experience Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Wheels Up Experience Inc. operates in a niche market, providing luxury aviation services, which reduces the threat of substitutes.

Bargaining Power Of Customers

Wheels Up Experience Inc. has a diverse customer base, but some customers may have bargaining power due to their high demand for luxury aviation services.

Bargaining Power Of Suppliers

Wheels Up Experience Inc. has a strong supply chain management, which reduces the bargaining power of suppliers.

Threat Of New Entrants

The luxury aviation industry has low barriers to entry, which increases the threat of new entrants, potentially disrupting Wheels Up Experience Inc.'s market share.

Intensity Of Rivalry

Wheels Up Experience Inc. operates in a competitive market, but its unique business model and strong brand reputation help to mitigate the intensity of rivalry.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 74.32%
Debt Cost 12.21%
Equity Weight 25.68%
Equity Cost 15.00%
WACC 12.93%
Leverage 289.48%

11. Quality Control: Wheels Up Experience Inc. passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Air Transport Services Group

A-Score: 5.1/10

Value: 6.7

Growth: 4.9

Quality: 4.8

Yield: 0.0

Momentum: 9.0

Volatility: 5.0

1-Year Total Return ->

Stock-Card
Sun Country Airlines

A-Score: 4.8/10

Value: 7.2

Growth: 6.7

Quality: 5.7

Yield: 0.0

Momentum: 6.5

Volatility: 3.0

1-Year Total Return ->

Stock-Card
Blade Air Mobility

A-Score: 3.9/10

Value: 8.2

Growth: 5.4

Quality: 3.1

Yield: 0.0

Momentum: 4.0

Volatility: 2.3

1-Year Total Return ->

Stock-Card
Wheels Up Experience

A-Score: 3.7/10

Value: 9.4

Growth: 3.7

Quality: 5.2

Yield: 0.0

Momentum: 3.0

Volatility: 0.7

1-Year Total Return ->

Stock-Card
Allegiant Travel

A-Score: 3.2/10

Value: 6.1

Growth: 3.0

Quality: 1.7

Yield: 0.0

Momentum: 5.5

Volatility: 2.7

1-Year Total Return ->

Stock-Card
Frontier

A-Score: 2.8/10

Value: 7.0

Growth: 3.9

Quality: 2.9

Yield: 0.0

Momentum: 2.0

Volatility: 1.0

1-Year Total Return ->

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

0.63$

Current Price

0.63$

Potential

-0.00%

Expected Cash-Flows