FTAI Aviation Ltd. (FTAI)vsWillscot Mobile Mini Holdings Corp A (WSC)
FTAI
FTAI Aviation Ltd.
$246.73
-0.14%
INDUSTRIALS · Cap: $25.34B
WSC
Willscot Mobile Mini Holdings Corp A
$18.65
+2.08%
INDUSTRIALS · Cap: $3.32B
Smart Verdict
WallStSmart Research — data-driven comparison
FTAI Aviation Ltd. generates 10% more annual revenue ($2.51B vs $2.28B). FTAI leads profitability with a 20.0% profit margin vs -2.3%. WSC appears more attractively valued with a PEG of 1.19. FTAI earns a higher WallStSmart Score of 67/100 (B-).
FTAI
Strong Buy67
out of 100
Grade: B-
WSC
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-23.3%
Fair Value
$215.75
Current Price
$246.73
$30.98 premium
Intrinsic value data unavailable for WSC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Strong operational efficiency at 27.7%
Areas to Watch
Distress zone — elevated risk
ROE of 2.4% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Weak financial health signals
ROE of -5.7% — below average capital efficiency
Revenue declined 6.1%
Earnings declined 20.7%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : WSC
The strongest argument for WSC centers on Operating Margin. PEG of 1.19 suggests the stock is reasonably priced for its growth.
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.
Bear Case : WSC
The primary concerns for WSC are Piotroski F-Score, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
FTAI profiles as a growth stock while WSC is a turnaround 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.
WSC generates stronger free cash flow (71M), providing more financial flexibility.
Bottom Line
FTAI scores higher overall (67/100 vs 44/100), 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 →Willscot Mobile Mini Holdings Corp A
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
WillScot Mobile Mini Holdings Corp. The company is headquartered in Phoenix, Arizona.
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