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Employees: 7,098
Size Controladora Vuela Compania de Aviacion SAB de CV Sponsored ADR (VLRS) is a United States Industrials company (Airlines) with a market value of $850M, the 2355th largest of 3,117 United States companies the cockpit tracks. Shares closed at $7.93 on 6 Nov 2026.
Performance Over six months the shares gained 3.3%, against +8.2% for the median peer and -1.1% for the United States market (cap-weighted) — 9th lowest of 20 in its peer set.
Growth Revenue grew 18.6% over the last twelve months (peer median +10.7%); the operating margin is -4.9% (peer median 6.7%).
Valuation It trades at 1.1× enterprise value to sales against a peer median of 1.1× (9th cheapest of 20).
Price implies For today's price to make sense, revenue must grow about -14% a year for seven years (Req g). Recent delivered growth is +24%, so the hurdle is -37 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 11.6 points below its cost of capital (7.1% WACC).
Short interest Short interest is 0.8% of the free float (15 Oct 2026).
Next results Next results expected around 1 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $3.54B | $3.05B | $3.13B | $3.29B | $2.86B |
| Revenue growth | — | -3% | -5% | +15% | — |
| Gross profit | $135M | $174M | $513M | $509M | $246M |
| EBITDA | $520M | $571M | $797M | $670M | $438M |
| Net income | -$220M | -$104M | $126M | $7.88M | -$80.5M |
| Free cash flow | $650M | $388M | $446M | $214M | $250M |
| Capital expenditure | $325M | $317M | $598M | $495M | $355M |
| Total debt | $3.79B | $3.86B | $3.87B | $3.54B | $2.98B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | VLRS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +26.3% | +5.8% | 2nd highest of 20 |
| 6-month return | +3.3% | +8.2% | 9th lowest of 20 |
| Distance from 52-week high | -26.6% | -25.6% | 9th lowest of 20 |
| Revenue growth (TTM) | +18.6% | +10.7% | 4th highest of 20 |
| Operating margin | -4.9% | 6.7% | 5th lowest of 20 |
| EV / Sales | 1.1× | 1.1× | 9th cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | -13.7% | 1.8% | 3rd least demanding of 12 |
| Growth delivered (Del g) | +23.8% | +25.2% | 5th lowest of 12 |
| Hurdle (Req g minus delivered) | -37.5 pp | -22.4 pp | 6th least demanding of 12 |
| ROIC minus cost of capital | -11.6 pp | -1.0 pp | 3rd lowest of 20 |
| EV / EBITDA | 7.4× | 4.7× | 4th most expensive of 14 |
| Net debt / EBITDA | 5.7× | 2.2× | 4th most indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Controladora Vuela Compania de Aviacion SAB de CV Sponsored ADR VLRS | United States | $850M | +3% | +19% | -5% | 1.1× | -13.7% | +23.8% |
| Azul S.A. Sponsored ADR AZUL | United States | $915M | +86% | +12% | 14% | 1.2× | n/a | n/a |
| Republic Airways RJET | United States | $942M | -12% | +438% | 11% | 0.8× | 2.8% | +25.2% |
| Tigerair Taiwan 6757.TW | Taiwan | $753M | +8% | +13% | 19% | 1.1× | -20.2% | +55.1% |
| Finnair FIA1S.HE | Finland | $1.14B | +38% | +11% | 4% | 0.4× | -9.6% | +30.2% |
| Asiana Airlines 020560.KS | South Korea | $1.21B | +13% | -17% | -12% | 1.1× | n/a | n/a |
| China Express Airlines 002928.SZ | China | $1.34B | -12% | +4% | -17% | 3.4× | n/a | n/a |
| JetBlue Airways JBLU | United States | $1.38B | -28% | +10% | -6% | 0.9× | n/a | n/a |
| CITIC Offshore Helicopter 000099.SZ | China | $1.41B | -31% | -9% | 12% | 4.1× | 1.8% | +7.5% |
| Chorus Aviation CHR.TO | Canada | $505M | +30% | -4% | 7% | 0.8× | 2.2% | +6.8% |
| Norwegian Air Shuttle NAS.OL | Norway | $1.47B | -11% | +3% | 6% | 0.5× | -16.5% | +35.8% |
| Wizz Air WIZZ.L | United Kingdom | $1.48B | +8% | +11% | -2% | 1.1× | 3.4% | +49.5% |
| Virgin Australia VGN.AX | Australia | $1.48B | +18% | +9% | 11% | 0.5× | -13.4% | +4.9% |
| Frontier ULCC | United States | $1.71B | +40% | +24% | -15% | 1.2× | 31.6% | +24.4% |
| Starlux Airlines 2646.TW | Taiwan | $1.76B | -6% | +23% | 1% | 2.1× | n/a | n/a |
| Milkyway Intelligent Supply Chain Service 603713.SS | China | $1.90B | +29% | +15% | 8% | 1.2× | n/a | n/a |
| Jejuair 089590.KS | South Korea | $379M | +20% | +12% | -1% | 0.9× | n/a | n/a |
| Grupo Aeromexico, S.A.B. de C.V. Unsponsored ADR AERO | United States | $2.32B | +1% | +10% | 11% | 0.9× | -6.6% | +32.3% |
| Allegiant Travel ALGT | United States | $2.51B | +11% | +12% | 9% | 1.6× | n/a | n/a |
| SkyWest SKYW | United States | $3.02B | -10% | +7% | 14% | 1.1× | 2.2% | +13.8% |