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Added to YB: 2025-10-02

Pitch date: 2025-08-14

SNCY [bullish]

Sun Country Airlines Holdings, Inc.

+17.05%

current return

Author Info

No bio for this author

Company Info

Sun Country Airlines Holdings, Inc., an air carrier company, operates scheduled passenger, air cargo, charter air transportation, and related services in the United States, Latin America, and internationally.

Market Cap

$652.6M

Pitch Price

$12.67

Price Target

30.00 (+102%)

Dividend

N/A

EV/EBITDA

3.31

P/E

11.79

EV/Sales

0.95

Sector

Passenger Airlines

Category

turnaround

Show full summary:
Sun Country Airlines Holdings, Inc. - $SNCY

SNCY: Unique airline w/ 3 complementary segments (Scheduled/Charter/Cargo). Cargo ramp for Amazon temporarily depressing passenger margins in 2025, but full recovery by 2027 targets $1.5B revenue, $300M EBITDA, $2.50 EPS. $350M FCF through 2027 (50% of market cap). $25-$30 price target (10-12x earnings) = 30-40%+ IRR.

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