Wheels Up Experience Stock Fundamentals
| UP Stock | USD 1.45 0.05 3.57% |
Wheels Up Experience fundamentals help investors to digest information that contributes to Wheels Up's financial success or failures. It also enables traders to predict the movement of Wheels Stock. The fundamental analysis module provides a way to measure Wheels Up's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Wheels Up stock.
At this time, Wheels Up's Interest Expense is relatively stable compared to the past year. As of 02/17/2025, Tax Provision is likely to grow to about 502.3 K, while Net Interest Income is likely to drop (31.9 M). Wheels | Select Account or Indicator |
Wheels Up Experience Company Return On Equity Analysis
Wheels Up's Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Current Wheels Up Return On Equity | -24.17 |
Most of Wheels Up's fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Wheels Up Experience is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
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Wheels Total Stockholder Equity
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Based on the latest financial disclosure, Wheels Up Experience has a Return On Equity of -24.1694. This is 5593.05% lower than that of the Passenger Airlines sector and notably lower than that of the Industrials industry. The return on equity for all United States stocks is notably higher than that of the company.
Wheels Up Experience Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wheels Up's current stock value. Our valuation model uses many indicators to compare Wheels Up value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wheels Up competition to find correlations between indicators driving Wheels Up's intrinsic value. More Info.Wheels Up Experience is rated first in return on equity category among its peers. It is rated first in return on asset category among its peers . At this time, Wheels Up's Return On Equity is relatively stable compared to the past year. Comparative valuation analysis is a catch-all technique that is used if you cannot value Wheels Up by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Wheels Return On Equity Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wheels Up's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Wheels Up could also be used in its relative valuation, which is a method of valuing Wheels Up by comparing valuation metrics of similar companies.Wheels Up is currently under evaluation in return on equity category among its peers.
Wheels Fundamentals
| Return On Equity | -24.17 | ||||
| Return On Asset | -0.16 | ||||
| Profit Margin | (0.40) % | ||||
| Operating Margin | (0.21) % | ||||
| Current Valuation | 1.18 B | ||||
| Shares Outstanding | 697.81 M | ||||
| Shares Owned By Insiders | 13.39 % | ||||
| Shares Owned By Institutions | 87.67 % | ||||
| Number Of Shares Shorted | 10.86 M | ||||
| Price To Book | 2,861 X | ||||
| Price To Sales | 1.21 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) | ||||
| Short Ratio | 17.02 X | ||||
| Earnings Per Share | 9.17 X | ||||
| Target Price | 4.0 | ||||
| Number Of Employees | 2.12 K | ||||
| Beta | 2.23 | ||||
| Market Capitalization | 1.46 B | ||||
| Total Asset | 1.32 B | ||||
| Retained Earnings | (1.76 B) | ||||
| Working Capital | (473.47 M) | ||||
| Net Asset | 1.32 B |
About Wheels Up Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wheels Up Experience's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wheels Up using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wheels Up Experience based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Current Deferred Revenue | 831.7 M | 930.3 M | |
| Total Revenue | 1.4 B | 1.1 B | |
| Cost Of Revenue | 1.5 B | 1.1 B | |
| Stock Based Compensation To Revenue | 0.02 | 0.02 | |
| Sales General And Administrative To Revenue | 0.10 | 0.07 | |
| Research And Ddevelopement To Revenue | 0.04 | 0.03 | |
| Capex To Revenue | 0.03 | 0.03 | |
| Revenue Per Share | 8.53 | 8.11 | |
| Ebit Per Revenue | (0.41) | (0.43) |
Pair Trading with Wheels Up
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Wheels Up position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Wheels Up will appreciate offsetting losses from the drop in the long position's value.Moving against Wheels Stock
| 0.9 | B | Barnes Group | PairCorr |
| 0.79 | BA | Boeing | PairCorr |
| 0.65 | OMAB | Grupo Aeroportuario del Earnings Call This Week | PairCorr |
| 0.6 | AP | Ampco Pittsburgh | PairCorr |
| 0.52 | ASLE | AerSale Corp | PairCorr |
The ability to find closely correlated positions to Wheels Up could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Wheels Up when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Wheels Up - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Wheels Up Experience to buy it.
The correlation of Wheels Up is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Wheels Up moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Wheels Up Experience moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Wheels Up can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.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.