FTAI
FTAI Aviation Ltd.
Rental & Leasing Services
Market Cap$29.24B
5Y Perf.+2865.8%
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Stock Comparison
FTAI vs AER
Revenue, margins, valuation, and 5-year total return — side by side.
AER
AerCap Holdings N.V.
Rental & Leasing Services
Market Cap$25.21B
5Y Perf.+368.5%
FTAI vs AER — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | FTAI | AER |
|---|---|---|
| Industry | Rental & Leasing Services | Rental & Leasing Services |
| Market Cap | $29.24B | $25.21B |
| Revenue (TTM) | $2.84B | $8.11B |
| Net Income (TTM) | $537M | $3.93B |
| Gross Margin | 31.0% | 52.9% |
| Operating Margin | 28.2% | 45.2% |
| Forward P/E | 38.8x | 8.8x |
| Total Debt | $3.45B | $43.57B |
| Cash & Equiv. | $300M | $1.48B |
FTAI vs AER — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
FTAI
AER
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| FTAI Aviation Ltd. (FTAI) | 100 | 2965.8 | +2865.8% |
| AerCap Holdings N.V. (AER) | 100 | 468.5 | +368.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: FTAI vs AER
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: AER leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. FTAI Aviation Ltd. is the stronger pick specifically for growth and revenue expansion and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
FTAI
FTAI Aviation Ltd.
The Growth Play
FTAI is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 43.2%, EPS growth 15.4%, 3Y rev CAGR 51.4%
- 34.1% 10Y total return vs AER's 276.1%
- 43.2% revenue growth vs AER's 2.4%
Best for: growth exposure and long-term compounding
AER
AerCap Holdings N.V.
The Income Pick
AER carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 2 yrs, beta 0.74, yield 0.7%
- Lower volatility, beta 0.74, current ratio 0.61x
- Beta 0.74, yield 0.7%, current ratio 0.61x
Best for: income & stability and sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | FTAI | 43.2% revenue growth vs AER's 2.4% |
| Value | AER | Lower P/E (8.8x vs 38.8x) |
| Quality / Margins | AER | 48.4% margin vs FTAI's 18.9% |
| Stability / Safety | AER | Beta 0.74 vs FTAI's 1.79, lower leverage |
| Dividends | AER | 0.7% yield, 2-year raise streak, vs FTAI's 0.4% |
| Momentum (1Y) | FTAI | +165.1% vs AER's +41.3% |
| Efficiency (ROA) | FTAI | 12.4% ROA vs AER's 5.4%, ROIC 16.8% vs 5.2% |
FTAI vs AER — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
FTAI vs AER — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLAERLAGGINGFTAI
FTAIFTAI Aviation Ltd.
2leads
AERAerCap Holdings N.V.
4leads
6 Total Categories
CATEGORYLEADERvs FTAIMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
AER4/6
Valuation MetricsMultiples, price ratios, and targets
AER5/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
FTAI7/9
Total Returns1Y, 3Y, 5Y total returns with dividends
FTAI6/6
Risk & VolatilityBeta, volatility, and downside exposure
AER2/2
Analyst OutlookRatings, price targets, and dividends
AER1/1
Income & Cash Flow (Last 12 Months)
AER leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
AER is the larger business by revenue, generating $8.1B annually — 2.9x FTAI's $2.8B. AER is the more profitable business, keeping 48.4% of every revenue dollar as net income compared to FTAI's 18.9%. On growth, FTAI holds the edge at +65.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | FTAIFTAI Aviation Ltd. | AERAerCap Holdings N… |
|---|---|---|
| RevenueTrailing 12 months | $2.8B | $8.1B |
| EBITDAEarnings before interest/tax | $1.0B | $5.7B |
| Net IncomeAfter-tax profit | $537M | $3.9B |
| Free Cash FlowCash after capex | -$1.4B | $405M |
| Gross MarginGross profit ÷ Revenue | +31.0% | +52.9% |
| Operating MarginEBIT ÷ Revenue | +28.2% | +45.2% |
| Net MarginNet income ÷ Revenue | +18.9% | +48.4% |
| FCF MarginFCF ÷ Revenue | -48.8% | +5.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +65.5% | +4.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +48.3% | +42.5% |
AER leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
AER leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
At 7.1x trailing earnings, AER trades at a 89% valuation discount to FTAI's 62.0x P/E. On an enterprise value basis, AER's 9.8x EV/EBITDA is more attractive than FTAI's 32.5x.
| Metric | FTAIFTAI Aviation Ltd. | AERAerCap Holdings N… |
|---|---|---|
| Market CapShares × price | $29.2B | $25.2B |
| Enterprise ValueMkt cap + debt − cash | $32.4B | $67.3B |
| Trailing P/EPrice ÷ TTM EPS | 61.96x | 7.09x |
| Forward P/EPrice ÷ next-FY EPS est. | 38.82x | 8.79x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 32.53x | 9.76x |
| Price / SalesMarket cap ÷ Revenue | 11.66x | 3.08x |
| Price / BookPrice ÷ Book value/share | 88.57x | 1.45x |
| Price / FCFMarket cap ÷ FCF | — | — |
AER leads this category, winning 5 of 5 comparable metrics.
Profitability & Efficiency
FTAI leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
FTAI delivers a 181.4% return on equity — every $100 of shareholder capital generates $181 in annual profit, vs $22 for AER. AER carries lower financial leverage with a 2.38x debt-to-equity ratio, signaling a more conservative balance sheet compared to FTAI's 10.32x. On the Piotroski fundamental quality scale (0–9), AER scores 8/9 vs FTAI's 5/9, reflecting strong financial health.
| Metric | FTAIFTAI Aviation Ltd. | AERAerCap Holdings N… |
|---|---|---|
| ROE (TTM)Return on equity | +181.4% | +21.6% |
| ROA (TTM)Return on assets | +12.4% | +5.4% |
| ROICReturn on invested capital | +16.8% | +5.2% |
| ROCEReturn on capital employed | +20.1% | +6.2% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 8 |
| Debt / EquityFinancial leverage | 10.32x | 2.38x |
| Net DebtTotal debt minus cash | $3.1B | $42.1B |
| Cash & Equiv.Liquid assets | $300M | $1.5B |
| Total DebtShort + long-term debt | $3.4B | $43.6B |
| Interest CoverageEBIT ÷ Interest expense | 3.46x | 2.42x |
FTAI leads this category, winning 7 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
FTAI leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in FTAI five years ago would be worth $122,236 today (with dividends reinvested), compared to $25,787 for AER. Over the past 12 months, FTAI leads with a +165.1% total return vs AER's +41.3%. The 3-year compound annual growth rate (CAGR) favors FTAI at 119.0% vs AER's 40.7% — a key indicator of consistent wealth creation.
| Metric | FTAIFTAI Aviation Ltd. | AERAerCap Holdings N… |
|---|---|---|
| YTD ReturnYear-to-date | +35.7% | +4.7% |
| 1-Year ReturnPast 12 months | +165.1% | +41.3% |
| 3-Year ReturnCumulative with dividends | +950.9% | +178.5% |
| 5-Year ReturnCumulative with dividends | +1122.4% | +157.9% |
| 10-Year ReturnCumulative with dividends | +3412.3% | +276.1% |
| CAGR (3Y)Annualised 3-year return | +119.0% | +40.7% |
FTAI leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
AER leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
AER is the less volatile stock with a 0.74 beta — it tends to amplify market swings less than FTAI's 1.79 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AER currently trades 97.5% from its 52-week high vs FTAI's 88.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | FTAIFTAI Aviation Ltd. | AERAerCap Holdings N… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.79x | 0.74x |
| 52-Week HighHighest price in past year | $323.51 | $154.94 |
| 52-Week LowLowest price in past year | $97.50 | $105.65 |
| % of 52W HighCurrent price vs 52-week peak | +88.1% | +97.5% |
| RSI (14)Momentum oscillator 0–100 | 50.5 | 55.4 |
| Avg Volume (50D)Average daily shares traded | 1.7M | 1.3M |
AER leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
AER leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates FTAI as "Buy" and AER as "Buy". Consensus price targets imply 9.2% upside for AER (target: $165) vs 4.4% for FTAI (target: $298). For income investors, AER offers the higher dividend yield at 0.72% vs FTAI's 0.43%.
| Metric | FTAIFTAI Aviation Ltd. | AERAerCap Holdings N… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $297.67 | $165.00 |
| # AnalystsCovering analysts | 18 | 25 |
| Dividend YieldAnnual dividend ÷ price | +0.4% | +0.7% |
| Dividend StreakConsecutive years of raises | 2 | 2 |
| Dividend / ShareAnnual DPS | $1.23 | $1.09 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.4% | 0.0% |
AER leads this category, winning 1 of 1 comparable metric.
Key Takeaway
AER leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). FTAI leads in 2 (Profitability & Efficiency, Total Returns).
Best OverallAerCap Holdings N.V. (AER)Leads 4 of 6 categories
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FTAI vs AER: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is FTAI or AER a better buy right now?
For growth investors, FTAI Aviation Ltd.
(FTAI) is the stronger pick with 43. 2% revenue growth year-over-year, versus 2. 4% for AerCap Holdings N. V. (AER). AerCap Holdings N. V. (AER) offers the better valuation at 7. 1x trailing P/E (8. 8x forward), making it the more compelling value choice. Analysts rate FTAI Aviation Ltd. (FTAI) a "Buy" — based on 18 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — FTAI or AER?
On trailing P/E, AerCap Holdings N.
V. (AER) is the cheapest at 7. 1x versus FTAI Aviation Ltd. at 62. 0x. On forward P/E, AerCap Holdings N. V. is actually cheaper at 8. 8x.
03Which is the better long-term investment — FTAI or AER?
Over the past 5 years, FTAI Aviation Ltd.
(FTAI) delivered a total return of +1122%, compared to +157. 9% for AerCap Holdings N. V. (AER). Over 10 years, the gap is even starker: FTAI returned +34. 1% versus AER's +276. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — FTAI or AER?
By beta (market sensitivity over 5 years), AerCap Holdings N.
V. (AER) is the lower-risk stock at 0. 74β versus FTAI Aviation Ltd. 's 1. 79β — meaning FTAI is approximately 143% more volatile than AER relative to the S&P 500. On balance sheet safety, AerCap Holdings N. V. (AER) carries a lower debt/equity ratio of 2% versus 10% for FTAI Aviation Ltd. — giving it more financial flexibility in a downturn.
05Which is growing faster — FTAI or AER?
By revenue growth (latest reported year), FTAI Aviation Ltd.
(FTAI) is pulling ahead at 43. 2% versus 2. 4% for AerCap Holdings N. V. (AER). On earnings-per-share growth, the picture is similar: FTAI Aviation Ltd. grew EPS 1538% year-over-year, compared to 97. 4% for AerCap Holdings N. V.. Over a 3-year CAGR, FTAI leads at 51. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — FTAI or AER?
AerCap Holdings N.
V. (AER) is the more profitable company, earning 45. 8% net margin versus 20. 0% for FTAI Aviation Ltd. — meaning it keeps 45. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AER leads at 51. 9% versus 30. 7% for FTAI. At the gross margin level — before operating expenses — AER leads at 59. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is FTAI or AER more undervalued right now?
On forward earnings alone, AerCap Holdings N.
V. (AER) trades at 8. 8x forward P/E versus 38. 8x for FTAI Aviation Ltd. — 30. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AER: 9. 2% to $165. 00.
08Which pays a better dividend — FTAI or AER?
All stocks in this comparison pay dividends.
AerCap Holdings N. V. (AER) offers the highest yield at 0. 7%, versus 0. 4% for FTAI Aviation Ltd. (FTAI).
09Is FTAI or AER better for a retirement portfolio?
For long-horizon retirement investors, AerCap Holdings N.
V. (AER) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 74), 0. 7% yield, +276. 1% 10Y return). FTAI Aviation Ltd. (FTAI) carries a higher beta of 1. 79 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (AER: +276. 1%, FTAI: +34. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between FTAI and AER?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: FTAI is a mid-cap high-growth stock; AER is a mid-cap deep-value stock. AER pays a dividend while FTAI does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(FTAI: 65.5% · AER: 4.1%)Net Margin>
%
(FTAI: 18.9% · AER: 48.4%)P/E Ratio<
x
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