Airlines, Airports & Air Services
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UP vs SOAR
Revenue, margins, valuation, and 5-year total return — side by side.
Airlines, Airports & Air Services
UP vs SOAR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Airlines, Airports & Air Services | Airlines, Airports & Air Services |
| Market Cap | $218M | $468K |
| Revenue (TTM) | $736M | $52M |
| Net Income (TTM) | $-294M | $9M |
| Gross Margin | 2.2% | 17.2% |
| Operating Margin | -34.3% | -4.0% |
| Total Debt | $157M | $33M |
| Cash & Equiv. | $134M | $2M |
UP vs SOAR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jan 22 | May 26 | Return |
|---|---|---|---|
| Wheels Up Experienc… (UP) | 100 | 0.8 | -99.2% |
| Volato Group, Inc. (SOAR) | 100 | 0.1 | -99.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: UP vs SOAR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
UP is the clearest fit if your priority is long-term compounding.
- -99.7% 10Y total return vs SOAR's -99.9%
- -71.7% vs SOAR's -89.5%
SOAR carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- beta 2.30
- Rev growth 30.1%, EPS growth 43.6%, 3Y rev CAGR 252.6%
- Lower volatility, beta 2.30, current ratio 0.70x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 30.1% revenue growth vs UP's -7.0% | |
| Quality / Margins | 17.8% margin vs UP's -39.9% | |
| Stability / Safety | Beta 2.30 vs UP's 2.50 | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | -71.7% vs SOAR's -89.5% | |
| Efficiency (ROA) | 68.4% ROA vs UP's -29.1% |
UP vs SOAR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
UP vs SOAR — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
SOAR leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
UP is the larger business by revenue, generating $736M annually — 14.1x SOAR's $52M. SOAR is the more profitable business, keeping 17.8% of every revenue dollar as net income compared to UP's -39.9%. On growth, UP holds the edge at -10.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $736M | $52M |
| EBITDAEarnings before interest/tax | -$191M | -$2M |
| Net IncomeAfter-tax profit | -$294M | $9M |
| Free Cash FlowCash after capex | -$270M | -$8M |
| Gross MarginGross profit ÷ Revenue | +2.2% | +17.2% |
| Operating MarginEBIT ÷ Revenue | -34.3% | -4.0% |
| Net MarginNet income ÷ Revenue | -39.9% | +17.8% |
| FCF MarginFCF ÷ Revenue | -36.7% | -15.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | -10.2% | -99.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +69.2% | +131.8% |
Valuation Metrics
Evenly matched — UP and SOAR each lead in 1 of 2 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $218M | $468,338 |
| Enterprise ValueMkt cap + debt − cash | $241M | $31M |
| Trailing P/EPrice ÷ TTM EPS | -0.72x | -0.01x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | — |
| Price / SalesMarket cap ÷ Revenue | 0.30x | 0.01x |
| Price / BookPrice ÷ Book value/share | — | — |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
SOAR leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), SOAR scores 4/9 vs UP's 3/9, reflecting mixed financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | — | +2.3% |
| ROA (TTM)Return on assets | -29.1% | +68.4% |
| ROICReturn on invested capital | — | -31.5% |
| ROCEReturn on capital employed | -167.1% | -2.3% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 4 |
| Debt / EquityFinancial leverage | — | — |
| Net DebtTotal debt minus cash | $23M | $31M |
| Cash & Equiv.Liquid assets | $134M | $2M |
| Total DebtShort + long-term debt | $157M | $33M |
| Interest CoverageEBIT ÷ Interest expense | -2.21x | -0.23x |
Total Returns (Dividends Reinvested)
UP leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in UP five years ago would be worth $30 today (with dividends reinvested), compared to $10 for SOAR. Over the past 12 months, UP leads with a -71.7% total return vs SOAR's -89.5%. The 3-year compound annual growth rate (CAGR) favors UP at -60.7% vs SOAR's -90.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -54.3% | -62.1% |
| 1-Year ReturnPast 12 months | -71.7% | -89.5% |
| 3-Year ReturnCumulative with dividends | -93.9% | -99.9% |
| 5-Year ReturnCumulative with dividends | -99.7% | -99.9% |
| 10-Year ReturnCumulative with dividends | -99.7% | -99.9% |
| CAGR (3Y)Annualised 3-year return | -60.7% | -90.1% |
Risk & Volatility
Evenly matched — UP and SOAR each lead in 1 of 2 comparable metrics.
Risk & Volatility
SOAR is the less volatile stock with a 2.30 beta — it tends to amplify market swings less than UP's 2.50 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.50x | 2.30x |
| 52-Week HighHighest price in past year | $70.00 | $4.36 |
| 52-Week LowLowest price in past year | $0.75 | $0.19 |
| % of 52W HighCurrent price vs 52-week peak | +8.6% | +5.8% |
| RSI (14)Momentum oscillator 0–100 | 41.4 | 51.3 |
| Avg Volume (50D)Average daily shares traded | 130K | 6.2M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | — |
| Price TargetConsensus 12-month target | $500.00 | — |
| # AnalystsCovering analysts | 9 | — |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.8% | 0.0% |
SOAR leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). UP leads in 1 (Total Returns). 2 tied.
UP vs SOAR: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is UP or SOAR a better buy right now?
For growth investors, Volato Group, Inc.
(SOAR) is the stronger pick with 30. 1% revenue growth year-over-year, versus -7. 0% for Wheels Up Experience Inc. (UP). Analysts rate Wheels Up Experience Inc. (UP) a "Hold" — based on 9 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — UP or SOAR?
Over the past 5 years, Wheels Up Experience Inc.
(UP) delivered a total return of -99. 7%, compared to -99. 9% for Volato Group, Inc. (SOAR). Over 10 years, the gap is even starker: UP returned -99. 7% versus SOAR's -99. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — UP or SOAR?
By beta (market sensitivity over 5 years), Volato Group, Inc.
(SOAR) is the lower-risk stock at 2. 30β versus Wheels Up Experience Inc. 's 2. 50β — meaning UP is approximately 9% more volatile than SOAR relative to the S&P 500.
04Which is growing faster — UP or SOAR?
By revenue growth (latest reported year), Volato Group, Inc.
(SOAR) is pulling ahead at 30. 1% versus -7. 0% for Wheels Up Experience Inc. (UP). On earnings-per-share growth, the picture is similar: Volato Group, Inc. grew EPS 43. 6% year-over-year, compared to 14. 3% for Wheels Up Experience Inc.. Over a 3-year CAGR, SOAR leads at 252. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — UP or SOAR?
Wheels Up Experience Inc.
(UP) is the more profitable company, earning -39. 9% net margin versus -87. 8% for Volato Group, Inc. — meaning it keeps -39. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SOAR leads at -20. 2% versus -34. 3% for UP. At the gross margin level — before operating expenses — SOAR leads at 16. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — UP or SOAR?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
07Is UP or SOAR better for a retirement portfolio?
For long-horizon retirement investors, Wheels Up Experience Inc.
(UP) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding. Volato Group, Inc. (SOAR) carries a higher beta of 2. 30 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (UP: -99. 7%, SOAR: -99. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between UP and SOAR?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: UP is a small-cap quality compounder stock; SOAR is a small-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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