FTAI Aviation Ltd. (FTAI)vsGE Aerospace (GE)
FTAI
FTAI Aviation Ltd.
$234.05
-6.41%
INDUSTRIALS · Cap: $24.82B
GE
GE Aerospace
$328.00
+0.17%
INDUSTRIALS · Cap: $357.60B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 1604% more annual revenue ($48.31B vs $2.84B). FTAI leads profitability with a 18.9% profit margin vs 17.9%. FTAI appears more attractively valued with a PEG of 3.22. FTAI earns a higher WallStSmart Score of 67/100 (B-).
FTAI
Strong Buy67
out of 100
Grade: B-
GE
Buy59
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 124 in profit
Revenue surging 65.5% year-over-year
Strong operational efficiency at 22.5%
Earnings expanding 48.3% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 48 in profit
Strong operational efficiency at 20.2%
Revenue surging 24.7% year-over-year
Generating 1.5B in free cash flow
Areas to Watch
Grey zone — moderate risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 55.6x book value
Trading at 18.9x book value
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : FTAI
The strongest argument for FTAI centers on Return on Equity, Revenue Growth, Operating Margin. Profitability is solid with margins at 18.9% and operating margin at 22.5%. Revenue growth of 65.5% demonstrates continued momentum.
Bull Case : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.9% and operating margin at 20.2%. Revenue growth of 24.7% demonstrates continued momentum.
Bear Case : FTAI
The primary concerns for FTAI are Altman Z-Score, PEG Ratio, P/E Ratio. A P/E of 48.3x leaves little room for execution misses. Debt-to-equity of 7.99 is elevated, increasing financial risk.
Bear Case : GE
The primary concerns for GE are Price/Book, Altman Z-Score, Debt/Equity. A P/E of 42.6x leaves little room for execution misses.
Key Dynamics to Monitor
FTAI carries more volatility with a beta of 1.52 — expect wider price swings.
FTAI is growing revenue faster at 65.5% — sustainability is the question.
GE generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FTAI scores higher overall (67/100 vs 59/100), backed by strong 18.9% margins and 65.5% revenue growth. Both earn "Strong Buy" and "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.
FTAI Aviation Ltd.
INDUSTRIALS · AEROSPACE & DEFENSE · 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.
Visit Website →GE Aerospace
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Electric Company (GE) is an American multinational conglomerate incorporated in New York City and headquartered in Boston. As of 2018, the company operates through the following segments: aviation, healthcare, power, renewable energy, digital industry, additive manufacturing and venture capital and finance.
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