FTAI Aviation Ltd. (FTAI)vsU-Haul Holding Company (UHAL)
FTAI
FTAI Aviation Ltd.
$230.03
-4.21%
INDUSTRIALS · Cap: $24.22B
UHAL
U-Haul Holding Company
$42.28
-1.28%
INDUSTRIALS · Cap: $8.64B
Smart Verdict
WallStSmart Research — data-driven comparison
U-Haul Holding Company generates 139% more annual revenue ($6.00B vs $2.51B). FTAI leads profitability with a 20.0% profit margin vs 2.1%. UHAL appears more attractively valued with a PEG of 2.35. FTAI earns a higher WallStSmart Score of 67/100 (B-).
FTAI
Strong Buy67
out of 100
Grade: B-
UHAL
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-23.6%
Fair Value
$215.28
Current Price
$230.03
$14.75 premium
Margin of Safety
-1458.2%
Fair Value
$3.13
Current Price
$42.28
$39.15 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 241 in profit
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
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
1.9% revenue growth
ROE of 1.7% — below average capital efficiency
2.1% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : FTAI
The strongest argument for FTAI centers on Return on Equity, Revenue Growth, Profit Margin. Profitability is solid with margins at 20.0% and operating margin at 28.5%. Revenue growth of 32.7% demonstrates continued momentum.
Bull Case : UHAL
The strongest argument for UHAL centers on Price/Book.
Bear Case : FTAI
The primary concerns for FTAI are Altman Z-Score, Piotroski F-Score, PEG Ratio. A P/E of 51.3x leaves little room for execution misses. Debt-to-equity of 13.65 is elevated, increasing financial risk.
Bear Case : UHAL
The primary concerns for UHAL are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 98.9x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
FTAI profiles as a growth stock while UHAL is a value play — different risk/reward profiles.
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.
FTAI generates stronger free cash flow (-874M), providing more financial flexibility.
Bottom Line
FTAI scores higher overall (67/100 vs 40/100), backed by strong 20.0% margins and 32.7% revenue growth. Both earn "Strong Buy" and "Hold" 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 · 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.
Visit Website →U-Haul Holding Company
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
AMERCO is a DIY warehousing and moving operator for household and commercial items in the United States and Canada. The company is headquartered in Reno, Nevada.
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