Added to YB: 2025-06-06
Pitch date: 2025-04-19
UAL [bullish]
United Airlines Holdings, Inc.
+64.14%
current return
Author Info
No bio for this author
Company Info
United Airlines Holdings, Inc., through its subsidiaries, provides air transportation services in the United States, Canada, Atlantic, the Pacific, and Latin America.
Market Cap
$29.8B
Pitch Price
$65.09
Price Target
150.00 (+40%)
Dividend
N/A
EV/EBITDA
3.73
P/E
9.20
EV/Sales
0.82
Sector
Passenger Airlines
Category
value
United Airlines Holdings, Inc. - $UAL
UAL long: Down 40% from highs, pricing in recession. 8.25x recession P/E (~$7-9 EPS) with 15% upside/downside skew. Trades at 8x recessioncase, 6.4x basecase ($11.50-13.50). Bull: $150 (+127%). Network airlines outperforming LCCs. UAL executing well, best technology, diversified model. Risks: Trump trade policies, weak int'l/gov/cargo exposure.
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