FTAI
FTAI Aviation Ltd.
Rental & Leasing Services
Market Cap$29.24B
5Y Perf.+2865.8%
Compare Stocks
2 / 10Try these comparisons:
Stock Comparison
FTAI vs GATX
Revenue, margins, valuation, and 5-year total return — side by side.
GATX
GATX Corporation
Rental & Leasing Services
Market Cap$7.12B
5Y Perf.+218.1%
FTAI vs GATX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | FTAI | GATX |
|---|---|---|
| Industry | Rental & Leasing Services | Rental & Leasing Services |
| Market Cap | $29.24B | $7.12B |
| Revenue (TTM) | $2.84B | $1.70B |
| Net Income (TTM) | $537M | $313M |
| Gross Margin | 31.0% | 48.8% |
| Operating Margin | 28.2% | 30.6% |
| Forward P/E | 38.8x | 19.9x |
| Total Debt | $3.45B | $8.41B |
| Cash & Equiv. | $300M | $402M |
FTAI vs GATX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
FTAI
GATX
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| FTAI Aviation Ltd. (FTAI) | 100 | 2965.8 | +2865.8% |
| GATX Corporation (GATX) | 100 | 318.1 | +218.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: FTAI vs GATX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: FTAI leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. GATX Corporation is the stronger pick specifically for valuation and capital efficiency and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
FTAI
FTAI Aviation Ltd.
The Growth Play
FTAI carries the broadest edge in this set and is the clearest fit for 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 GATX's 396.9%
- 43.2% revenue growth vs GATX's 12.4%
Best for: growth exposure and long-term compounding
GATX
GATX Corporation
The Income Pick
GATX is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 18 yrs, beta 0.71, yield 1.2%
- Lower volatility, beta 0.71, current ratio 3.04x
- Beta 0.71, yield 1.2%, current ratio 3.04x
Best for: income & stability and sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | FTAI | 43.2% revenue growth vs GATX's 12.4% |
| Value | GATX | Lower P/E (19.9x vs 38.8x) |
| Quality / Margins | FTAI | 18.9% margin vs GATX's 18.3% |
| Stability / Safety | GATX | Beta 0.71 vs FTAI's 1.79, lower leverage |
| Dividends | GATX | 1.2% yield, 18-year raise streak, vs FTAI's 0.4% |
| Momentum (1Y) | FTAI | +165.1% vs GATX's +38.4% |
| Efficiency (ROA) | FTAI | 12.4% ROA vs GATX's 2.4%, ROIC 16.8% vs 3.6% |
FTAI vs GATX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2024
FTAI vs GATX — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLGATXLAGGINGFTAI
FTAIFTAI Aviation Ltd.
2leads
GATXGATX Corporation
3leads
6 Total Categories
CATEGORYLEADERvs FTAIMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
Tied
—
Valuation MetricsMultiples, price ratios, and targets
GATX5/5
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
GATX2/2
Analyst OutlookRatings, price targets, and dividends
GATX2/2
Income & Cash Flow (Last 12 Months)
Evenly matched — FTAI and GATX each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
FTAI is the larger business by revenue, generating $2.8B annually — 1.7x GATX's $1.7B. Profitability is closely matched — net margins range from 18.9% (FTAI) to 18.3% (GATX). On growth, FTAI holds the edge at +65.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | FTAIFTAI Aviation Ltd. | GATXGATX Corporation |
|---|---|---|
| RevenueTrailing 12 months | $2.8B | $1.7B |
| EBITDAEarnings before interest/tax | $1.0B | $966M |
| Net IncomeAfter-tax profit | $537M | $313M |
| Free Cash FlowCash after capex | -$1.4B | -$532M |
| Gross MarginGross profit ÷ Revenue | +31.0% | +48.8% |
| Operating MarginEBIT ÷ Revenue | +28.2% | +30.6% |
| Net MarginNet income ÷ Revenue | +18.9% | +18.3% |
| FCF MarginFCF ÷ Revenue | -48.8% | -31.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +65.5% | +8.4% |
| EPS Growth (YoY)Latest quarter vs prior year | +48.3% | -7.8% |
Evenly matched — FTAI and GATX each lead in 3 of 6 comparable metrics.
Valuation Metrics
GATX leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
At 25.6x trailing earnings, GATX trades at a 59% valuation discount to FTAI's 62.0x P/E. On an enterprise value basis, GATX's 16.9x EV/EBITDA is more attractive than FTAI's 32.5x.
| Metric | FTAIFTAI Aviation Ltd. | GATXGATX Corporation |
|---|---|---|
| Market CapShares × price | $29.2B | $7.1B |
| Enterprise ValueMkt cap + debt − cash | $32.4B | $15.1B |
| Trailing P/EPrice ÷ TTM EPS | 61.96x | 25.65x |
| Forward P/EPrice ÷ next-FY EPS est. | 38.82x | 19.92x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.16x |
| EV / EBITDAEnterprise value multiple | 32.53x | 16.90x |
| Price / SalesMarket cap ÷ Revenue | 11.66x | 4.49x |
| Price / BookPrice ÷ Book value/share | 88.57x | 2.94x |
| Price / FCFMarket cap ÷ FCF | — | — |
GATX 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 $12 for GATX. GATX carries lower financial leverage with a 3.45x debt-to-equity ratio, signaling a more conservative balance sheet compared to FTAI's 10.32x. On the Piotroski fundamental quality scale (0–9), GATX scores 6/9 vs FTAI's 5/9, reflecting solid financial health.
| Metric | FTAIFTAI Aviation Ltd. | GATXGATX Corporation |
|---|---|---|
| ROE (TTM)Return on equity | +181.4% | +11.5% |
| ROA (TTM)Return on assets | +12.4% | +2.4% |
| ROICReturn on invested capital | +16.8% | +3.6% |
| ROCEReturn on capital employed | +20.1% | +4.1% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | 10.32x | 3.45x |
| Net DebtTotal debt minus cash | $3.1B | $8.0B |
| Cash & Equiv.Liquid assets | $300M | $402M |
| Total DebtShort + long-term debt | $3.4B | $8.4B |
| Interest CoverageEBIT ÷ Interest expense | 3.46x | 0.85x |
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 $20,786 for GATX. Over the past 12 months, FTAI leads with a +165.1% total return vs GATX's +38.4%. The 3-year compound annual growth rate (CAGR) favors FTAI at 119.0% vs GATX's 22.3% — a key indicator of consistent wealth creation.
| Metric | FTAIFTAI Aviation Ltd. | GATXGATX Corporation |
|---|---|---|
| YTD ReturnYear-to-date | +35.7% | +17.2% |
| 1-Year ReturnPast 12 months | +165.1% | +38.4% |
| 3-Year ReturnCumulative with dividends | +950.9% | +82.9% |
| 5-Year ReturnCumulative with dividends | +1122.4% | +107.9% |
| 10-Year ReturnCumulative with dividends | +3412.3% | +396.9% |
| CAGR (3Y)Annualised 3-year return | +119.0% | +22.3% |
FTAI leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
GATX leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
GATX is the less volatile stock with a 0.71 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. GATX currently trades 97.1% 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. | GATXGATX Corporation |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.79x | 0.71x |
| 52-Week HighHighest price in past year | $323.51 | $205.56 |
| 52-Week LowLowest price in past year | $97.50 | $143.46 |
| % of 52W HighCurrent price vs 52-week peak | +88.1% | +97.1% |
| RSI (14)Momentum oscillator 0–100 | 50.5 | 58.2 |
| Avg Volume (50D)Average daily shares traded | 1.7M | 182K |
GATX leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
GATX leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates FTAI as "Buy" and GATX as "Buy". Consensus price targets imply 6.2% upside for GATX (target: $212) vs 4.4% for FTAI (target: $298). For income investors, GATX offers the higher dividend yield at 1.18% vs FTAI's 0.43%.
| Metric | FTAIFTAI Aviation Ltd. | GATXGATX Corporation |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $297.67 | $212.00 |
| # AnalystsCovering analysts | 18 | 14 |
| Dividend YieldAnnual dividend ÷ price | +0.4% | +1.2% |
| Dividend StreakConsecutive years of raises | 2 | 18 |
| Dividend / ShareAnnual DPS | $1.23 | $2.36 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.4% | +0.3% |
GATX leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
GATX leads in 3 of 6 categories (Valuation Metrics, Risk & Volatility). FTAI leads in 2 (Profitability & Efficiency, Total Returns). 1 tied.
Best OverallGATX Corporation (GATX)Leads 3 of 6 categories
Loading custom metrics...
FTAI vs GATX: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is FTAI or GATX 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 12. 4% for GATX Corporation (GATX). GATX Corporation (GATX) offers the better valuation at 25. 6x trailing P/E (19. 9x 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 GATX?
On trailing P/E, GATX Corporation (GATX) is the cheapest at 25.
6x versus FTAI Aviation Ltd. at 62. 0x. On forward P/E, GATX Corporation is actually cheaper at 19. 9x.
03Which is the better long-term investment — FTAI or GATX?
Over the past 5 years, FTAI Aviation Ltd.
(FTAI) delivered a total return of +1122%, compared to +107. 9% for GATX Corporation (GATX). Over 10 years, the gap is even starker: FTAI returned +34. 1% versus GATX's +396. 9%. 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 GATX?
By beta (market sensitivity over 5 years), GATX Corporation (GATX) is the lower-risk stock at 0.
71β versus FTAI Aviation Ltd. 's 1. 79β — meaning FTAI is approximately 153% more volatile than GATX relative to the S&P 500. On balance sheet safety, GATX Corporation (GATX) carries a lower debt/equity ratio of 3% versus 10% for FTAI Aviation Ltd. — giving it more financial flexibility in a downturn.
05Which is growing faster — FTAI or GATX?
By revenue growth (latest reported year), FTAI Aviation Ltd.
(FTAI) is pulling ahead at 43. 2% versus 12. 4% for GATX Corporation (GATX). On earnings-per-share growth, the picture is similar: FTAI Aviation Ltd. grew EPS 1538% year-over-year, compared to 9. 3% for GATX Corporation. 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 GATX?
FTAI Aviation Ltd.
(FTAI) is the more profitable company, earning 20. 0% net margin versus 17. 9% for GATX Corporation — meaning it keeps 20. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: FTAI leads at 30. 7% versus 29. 9% for GATX. At the gross margin level — before operating expenses — GATX leads at 48. 0%, 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 GATX more undervalued right now?
On forward earnings alone, GATX Corporation (GATX) trades at 19.
9x forward P/E versus 38. 8x for FTAI Aviation Ltd. — 18. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GATX: 6. 2% to $212. 00.
08Which pays a better dividend — FTAI or GATX?
All stocks in this comparison pay dividends.
GATX Corporation (GATX) offers the highest yield at 1. 2%, versus 0. 4% for FTAI Aviation Ltd. (FTAI).
09Is FTAI or GATX better for a retirement portfolio?
For long-horizon retirement investors, GATX Corporation (GATX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
71), 1. 2% yield, +396. 9% 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 (GATX: +396. 9%, 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 GATX?
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; GATX is a small-cap quality compounder stock. GATX 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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
Revenue Growth>
%
(FTAI: 65.5% · GATX: 8.4%)Net Margin>
%
(FTAI: 18.9% · GATX: 18.3%)P/E Ratio<
x
(FTAI: 62.0x · GATX: 25.6x)You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.