UP vs. CSX

Last updated Apr 1, 2026

Compare and contrast key facts about Wheels Up Experience Inc. (UP) and CSX Corporation (CSX).

Performance

UP vs. CSX - Performance Comparison

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

UP vs. CSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
UP Wheels Up Experience Inc.	-21.30%	-60.22%	-51.90%	-66.70%	-77.80%	-53.46%	3.32%
CSX CSX Corporation	13.61%	14.13%	-5.65%	13.51%	-16.58%	25.70%	0.45%

Fundamentals

Market Cap UP : $372.81M CSX : $76.52B
EPS UP : -$0.42 CSX : $1.54
PS Ratio UP : 0.50 CSX : 5.12
Total Revenue (TTM) UP : $736.50M CSX : $14.97B
Gross Profit (TTM) UP : $73.74M CSX : $4.28B
EBITDA (TTM) UP : -$180.33M CSX : $5.45B

Returns By Period

In the year-to-date period, UP achieves a -21.30% return, which is significantly lower than CSX's 13.61% return.

UP

• 1D: 19.53%
• 1M: -13.28%
• YTD: -21.30%
• 6M: -71.93%
• 1Y: -48.86%
• 3Y*: -56.62%
• 5Y*: -65.28%
• 10Y*: —

CSX

• 1D: 3.22%
• 1M: -3.84%
• YTD: 13.61%
• 6M: 16.41%
• 1Y: 41.61%
• 3Y*: 12.71%
• 5Y*: 6.26%
• 10Y*: 18.70%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

UP vs. CSX — Risk / Return Rank

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

UP

UP Risk / Return Rank: 28
UP Sharpe Ratio Rank: 25
UP Sortino Ratio Rank: 34
UP Omega Ratio Rank: 33
UP Calmar Ratio Rank: 23
UP Martin Ratio Rank: 26

CSX

CSX Risk / Return Rank: 87
CSX Sharpe Ratio Rank: 88
CSX Sortino Ratio Rank: 86
CSX Omega Ratio Rank: 84
CSX Calmar Ratio Rank: 89
CSX Martin Ratio Rank: 88

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.

UP vs. CSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Wheels Up Experience Inc. (UP) and CSX Corporation (CSX). 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.

	UP	CSX	Difference
Sharpe ratio Return per unit of total volatility	-0.38	1.75	-2.13
Sortino ratio Return per unit of downside risk	0.16	2.43	-2.27
Omega ratio Gain probability vs. loss probability	1.02	1.32	-0.30
Calmar ratio Return relative to maximum drawdown	-0.57	3.63	-4.20
Martin ratio Return relative to average drawdown	-0.92	9.03	-9.95
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UP vs. CSX - Sharpe Ratio Comparison

The current UP Sharpe Ratio is -0.38, which is lower than the CSX Sharpe Ratio of 1.75. The chart below compares the historical Sharpe Ratios of UP and CSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	UP	CSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.38	1.75	-2.13
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.56	0.27	-0.83
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.68	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.55	0.42	-0.97

Correlation

The correlation between UP and CSX is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

UP vs. CSX - Dividend Comparison

UP has not paid dividends to shareholders, while CSX's dividend yield for the trailing twelve months is around 1.29%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
UP Wheels Up Experience Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CSX CSX Corporation	1.29%	1.43%	1.49%	1.27%	1.29%	0.99%	1.15%	1.33%	1.42%	1.42%	2.00%	2.70%

Drawdowns

UP vs. CSX - Drawdown Comparison

The maximum UP drawdown since its inception was -99.63%, which is greater than CSX's maximum drawdown of -69.19%. Use the drawdown chart below to compare losses from any high point for UP and CSX.

Drawdown Indicators

	UP	CSX	Difference
Max Drawdown Largest peak-to-trough decline	-99.63%	-69.19%	-30.44%
Max Drawdown (1Y) Largest decline over 1 year	-86.91%	-11.89%	-75.02%
Max Drawdown (5Y) Largest decline over 5 years	-99.63%	-29.44%	-70.19%
Max Drawdown (10Y) Largest decline over 10 years	—	-40.55%	—
Current Drawdown Current decline from peak	-99.55%	-4.91%	-94.64%
Average Drawdown Average peak-to-trough decline	-78.18%	-15.98%	-62.20%
Ulcer Index Depth and duration of drawdowns from previous peaks	53.87%	4.78%	+49.09%

Volatility

UP vs. CSX - Volatility Comparison

Wheels Up Experience Inc. (UP) has a higher volatility of 30.75% compared to CSX Corporation (CSX) at 8.57%. This indicates that UP's price experiences larger fluctuations and is considered to be riskier than CSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	UP	CSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	30.75%	8.57%	+22.18%
Volatility (6M) Calculated over the trailing 6-month period	86.06%	14.56%	+71.50%
Volatility (1Y) Calculated over the trailing 1-year period	129.49%	23.90%	+105.59%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	117.06%	23.21%	+93.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	113.17%	27.77%	+85.40%

Financials

UP vs. CSX - Profitability Comparison

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

UP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Wheels Up Experience Inc. reported a gross profit of 46.55M and revenue of 183.84M. Therefore, the gross margin over that period was 25.3%.

CSX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, CSX Corporation reported a gross profit of 0.00 and revenue of 3.51B. Therefore, the gross margin over that period was 0.0%.

UP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Wheels Up Experience Inc. reported an operating income of -1.71M and revenue of 183.84M, resulting in an operating margin of -0.9%.

CSX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, CSX Corporation reported an operating income of 1.11B and revenue of 3.51B, resulting in an operating margin of 31.6%.

UP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Wheels Up Experience Inc. reported a net income of -28.88M and revenue of 183.84M, resulting in a net margin of -15.7%.

CSX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, CSX Corporation reported a net income of 720.00M and revenue of 3.51B, resulting in a net margin of 20.5%.