Air Lease Corporation (AL)vsFTAI Aviation Ltd. (FTAI)
AL
Air Lease Corporation
$64.74
+0.06%
INDUSTRIALS · Cap: $7.25B
FTAI
FTAI Aviation Ltd.
$246.73
-0.14%
INDUSTRIALS · Cap: $25.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Air Lease Corporation generates 20% more annual revenue ($3.02B vs $2.51B). AL leads profitability with a 36.1% profit margin vs 20.0%. AL appears more attractively valued with a PEG of 0.49. AL earns a higher WallStSmart Score of 84/100 (A-).
AL
Exceptional Buy84
out of 100
Grade: A-
FTAI
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.1%
Fair Value
$434.77
Current Price
$64.74
$370.03 discount
Margin of Safety
-23.3%
Fair Value
$215.75
Current Price
$246.73
$30.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 55.3%
Earnings expanding 80.9% YoY
Revenue surging 32.7% year-over-year
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 28.5%
Earnings expanding 29.8% YoY
Areas to Watch
Negative free cash flow — burning cash
Distress zone — elevated risk
Distress zone — elevated risk
ROE of 2.4% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AL
The strongest argument for AL centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 36.1% and operating margin at 55.3%. Revenue growth of 15.1% demonstrates continued momentum.
Bull Case : FTAI
The strongest argument for FTAI centers on Revenue Growth, Profit Margin, Operating Margin. Profitability is solid with margins at 20.0% and operating margin at 28.5%. Revenue growth of 32.7% demonstrates continued momentum.
Bear Case : AL
The primary concerns for AL are Free Cash Flow, Altman Z-Score.
Bear Case : FTAI
The primary concerns for FTAI are Altman Z-Score, Return on Equity, Piotroski F-Score. A P/E of 53.6x leaves little room for execution misses. Debt-to-equity of 13.65 is elevated, increasing financial risk.
Key Dynamics to Monitor
FTAI carries more volatility with a beta of 1.57 — expect wider price swings.
FTAI is growing revenue faster at 32.7% — sustainability is the question.
AL generates stronger free cash flow (-481M), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AL scores higher overall (84/100 vs 67/100), backed by strong 36.1% margins and 15.1% revenue growth. Both earn "Exceptional Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Air Lease Corporation
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Air Lease Corporation, an aircraft leasing company, is engaged in the purchase and leasing of new commercial jet aircraft to airlines around the world. The company is headquartered in Los Angeles, California.
FTAI Aviation Ltd.
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Fortress Transportation and Infrastructure Investors LLC owns and acquires infrastructure and related equipment for the transportation of goods and people in Africa, Asia, Europe, North and South America. The company is headquartered in New York, New York.
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