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ASLE vs. UP
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ASLE vs. UP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AerSale Corporation (ASLE) and Wheels Up Experience Inc. (UP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ASLE achieves a -11.81% return, which is significantly higher than UP's -33.64% return.


ASLE

1D
-2.49%
1M
-7.66%
YTD
-11.81%
6M
-3.69%
1Y
4.85%
3Y*
-25.45%
5Y*
-12.12%
10Y*

UP

1D
-5.43%
1M
72.82%
YTD
-33.64%
6M
-29.75%
1Y
-70.77%
3Y*
-43.19%
5Y*
-66.25%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ASLE vs. UP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
ASLE
AerSale Corporation
-11.81%12.86%-50.37%-21.73%-8.57%32.29%30.57%
UP
Wheels Up Experience Inc.
-33.64%-60.22%-51.90%-66.70%-77.80%-53.46%3.32%

Correlation

The correlation between ASLE and UP is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.25

Correlation (3Y)
Calculated over the trailing 3-year period

0.21

Correlation (5Y)
Calculated over the trailing 5-year period

0.25

Correlation (All Time)
Calculated using the full available price history since Nov 16, 2020

0.23

Fundamentals

Market Cap

ASLE:

$296.20M

UP:

$314.86M

EPS

ASLE:

$0.25

UP:

-$7.82

PS Ratio

ASLE:

0.87

UP:

0.43

Total Revenue (TTM)

ASLE:

$340.12M

UP:

$727.89M

Gross Profit (TTM)

ASLE:

$106.69M

UP:

$27.38M

EBITDA (TTM)

ASLE:

$33.95M

UP:

-$176.99M

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AerSale Corporation

Wheels Up Experience Inc.

Return for Risk

ASLE vs. UP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ASLE
ASLE Risk / Return Rank: 4343
Overall Rank
ASLE Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
ASLE Sortino Ratio Rank: 4242
Sortino Ratio Rank
ASLE Omega Ratio Rank: 4242
Omega Ratio Rank
ASLE Calmar Ratio Rank: 4444
Calmar Ratio Rank
ASLE Martin Ratio Rank: 4444
Martin Ratio Rank

UP
UP Risk / Return Rank: 1818
Overall Rank
UP Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
UP Sortino Ratio Rank: 2222
Sortino Ratio Rank
UP Omega Ratio Rank: 2323
Omega Ratio Rank
UP Calmar Ratio Rank: 1212
Calmar Ratio Rank
UP Martin Ratio Rank: 1818
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ASLE vs. UP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AerSale Corporation (ASLE) and Wheels Up Experience Inc. (UP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ASLEUPDifference
Sharpe ratioReturn per unit of total volatility

+0.63

Sortino ratioReturn per unit of downside risk

+0.88

Omega ratioGain probability vs. loss probability

1.07

0.96

+0.11

Calmar ratioReturn relative to maximum drawdown

0.14

-0.77

+0.91

Martin ratioReturn relative to average drawdown

0.25

-1.09

+1.34

ASLE vs. UP - Sharpe Ratio Comparison

The current ASLE Sharpe Ratio is 0.11, which is higher than the UP Sharpe Ratio of -0.52. The chart below compares the historical Sharpe Ratios of ASLE and UP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ASLEUPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.11

-0.52

+0.63

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.25

-0.55

+0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.13

-0.54

+0.42

Drawdowns

ASLE vs. UP - Drawdown Comparison

The maximum ASLE drawdown since its inception was -80.91%, smaller than the maximum UP drawdown of -99.78%. Use the drawdown chart below to compare losses from any high point for ASLE and UP.


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Drawdown Indicators


ASLEUPDifference

Max Drawdown

Largest peak-to-trough decline

-80.91%

-99.78%

+18.87%

Max Drawdown (1Y)

Largest decline over 1 year

-34.00%

-92.39%

+58.39%

Max Drawdown (3Y)

Largest decline over 3 years

-72.22%

-95.63%

+23.41%

Max Drawdown (5Y)

Largest decline over 5 years

-80.91%

-99.78%

+18.87%

Current Drawdown

Current decline from peak

-73.69%

-99.62%

+25.93%

Average Drawdown

Average peak-to-trough decline

-35.81%

-78.86%

+43.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.51%

64.95%

-45.44%

Volatility

ASLE vs. UP - Volatility Comparison

The current volatility for AerSale Corporation (ASLE) is 14.86%, while Wheels Up Experience Inc. (UP) has a volatility of 49.30%. This indicates that ASLE experiences smaller price fluctuations and is considered to be less risky than UP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ASLEUPDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.86%

49.30%

-34.44%

Volatility (6M)

Calculated over the trailing 6-month period

26.29%

98.35%

-72.06%

Volatility (1Y)

Calculated over the trailing 1-year period

44.44%

135.77%

-91.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

48.58%

120.99%

-72.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.36%

115.10%

-68.74%

Dividends

ASLE vs. UP - Dividend Comparison

Neither ASLE nor UP has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

ASLE vs. UP - Financials Comparison

This section allows you to compare key financial metrics between AerSale Corporation and Wheels Up Experience Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


100.00M200.00M300.00M400.00M20222023202420252026
70.61M
168.92M
(ASLE) Total Revenue
(UP) Total Revenue
Values in USD except per share items

ASLE vs. UP - Profitability Comparison

The chart below illustrates the profitability comparison between AerSale Corporation and Wheels Up Experience Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-10.0%0.0%10.0%20.0%30.0%40.0%20222023202420252026
26.7%
5.8%
Portfolio components
ASLE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AerSale Corporation reported a gross profit of 18.88M and revenue of 70.61M. Therefore, the gross margin over that period was 26.7%.

UP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Wheels Up Experience Inc. reported a gross profit of 9.73M and revenue of 168.92M. Therefore, the gross margin over that period was 5.8%.

ASLE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AerSale Corporation reported an operating income of -3.33M and revenue of 70.61M, resulting in an operating margin of -4.7%.

UP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Wheels Up Experience Inc. reported an operating income of -57.36M and revenue of 168.92M, resulting in an operating margin of -34.0%.

ASLE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AerSale Corporation reported a net income of -3.45M and revenue of 70.61M, resulting in a net margin of -4.9%.

UP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Wheels Up Experience Inc. reported a net income of -82.96M and revenue of 168.92M, resulting in a net margin of -49.1%.


Frequently Asked Questions


ASLE and UP have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UP has higher volatility (49.30%) compared to ASLE (14.86%). In terms of maximum drawdown, ASLE dropped -80.91% vs UP's -99.78%.

ASLE currently has the higher Sharpe Ratio (0.11 vs -0.52), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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