FTAI vs the Competition: Which Stock Comes Out on Top?

FTAI: FTAI Aviation logo
FTAI
FTAI Aviation

Here is how FTAI Aviation (FTAI) stacks up against its peers in size, valuation, growth and margin.

  • FTAI has the highest operating margin among peers at 31.7%.
  • FTAI’s revenue growth of 55.9% in the last 12 months is solid, outpacing WSO, UHAL, URI, AIT, FERG.
  • FTAI’s stock gained 38.0% over the past year with a PE of 30.9, though peers like AIT delivered stronger returns.
  FTAI WSO UHAL URI AIT FERG
Market Cap ($ Bil) 14.1 15.8 11.1 55.9 10.2 44.2
Revenue ($ Bil) 2.1 7.6 5.8 15.7 4.5 30.2
PE Ratio 30.9 29.8 30.3 22.0 26.1 27.5
LTM Revenue Growth 55.9% 3.9% 3.6% 6.8% 0.5% 2.3%
LTM Operating Margin 31.7% 9.8% 12.9% 25.5% 11.2% 8.4%
LTM FCF Margin -59.6% 6.1% -34.3% 3.8% 9.8% 4.6%
12M Market Return 38.0% -7.8% -10.4% 31.4% 38.3% 16.6%

FTAI Aviation owns and acquires infrastructure and equipment supporting global transportation of goods and people, established in 2011 and based in New York.

Why does this matter? FTAI just went up 24.7% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell FTAI Stock to see if FTAI Aviation holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through FTAI Dip Buyer Analysis lens.

While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.

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Revenue Growth Comparison

  LTM 2025 2024 2023 2022
FTAI 55.9% 48.2% 65.3% 111.1%
WSO 3.9% 4.6% 0.1% 15.8%
UHAL 3.6% 3.6% -4.1% 2.2%  
URI 6.8% 7.1% 23.1% 19.8%
AIT 0.5% 1.5% 15.8% 17.8%
FERG 2.3% -0.3% 4.1% 25.3%

Operating Margin Comparison

  LTM 2025 2024 2023 2022
FTAI 31.7% 14.5% 30.5% 22.2%
WSO 9.8% 9.9% 10.6% 11.1%
UHAL 12.9% 12.9% 18.0% 25.2%  
URI 25.5% 26.5% 26.9% 27.8%
AIT 11.2% 11.1% 10.7% 9.4%
FERG 8.4% 8.9% 9.4% 9.9%

PE Ratio Comparison

  LTM 2025 2024 2023 2022
FTAI 25.8 1684.6 19.0 -8.8
WSO 36.3 33.0 29.1 14.8
UHAL 34.9 36.9 22.4 12.8  
URI 19.3 18.1 16.2 11.9
AIT 22.2 24.0 19.2 18.8
FERG 19.8 20.3 0.0 0.0

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.