Verdict: Side-by-side breakdown using the Bull Rankings model. AIR scored 66.9, FTAI scored 69.4 — FTAI leads.
Compare another set
AIR
AAR Corp.
Aerospace & Defense · Quality-Growth
66.9
$100.43 · $4.0B
fundamentals as of
Score gap
2.5
FTAI leads
FTAI
FTAI Aviation Ltd.
Aerospace & Defense · Quality-Growth
69.4
$169.97 · $17.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthFTAI+45.3%
Strongest balance sheetAIR0.56
Highest qualityFTAI55 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
AIR
stronger →← stronger
FTAI
49
Qualityreturns · margins · balance sheet
55
88
Growthrevenue & earnings expansion
98
69
Valuevaluation vs sector peers
62
FTAI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AIR
FTAI
$33mC-
FCF
-$890mF
+19.0%B+
Rev
+45.3%A
0.56B
D/E
8.65D
20.6xB+
P/E
—
2.40C
PEG
0.28A
—
P/S
5.6xC
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
AIR
FTAI
597% above
Price vs fair valuelower is cheaper
—
>60%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
—
-88%
1-yr DCF upside
—
-86%
5-yr DCF upside
—
-82%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AIR
Why this score
Diluting shareholders
FTAI
Why this score
Raising its dividend
The companies
AIRAAR Corp.
Aerospace & Defense · $100.43 · beta 1.13
Why now
Aerospace & Defense · market cap $4.0b. Down 35% from 52-week high of $154.00 — deep drawdown territory. Revenue growing +19%, comfortably above the S&P median. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $154.50 (implying +54% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Down 35% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
FTAIFTAI Aviation Ltd.
Aerospace & Defense · $169.97 · beta 1.57
Why now
Aerospace & Defense · market cap $17.5b. Down 47% from 52-week high of $323.51 — deep drawdown territory. Revenue growing +45% — in hypergrowth territory. PEG 0.28 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $355.60 (implying +109% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent.
Risk
D/E 8.65 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$890m) — capital raises or debt issuance likely required; dilution / leverage risk. Down 47% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where AIR and FTAI diverge
On the headline score the gap is 2.5 points in favor of FTAI. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
GrowthAIR 88.2 · FTAI 98.3FTAI +10.1
ValueAIR 69.4 · FTAI 61.9AIR +7.5
QualityAIR 48.9 · FTAI 55.0FTAI +6.1
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is FTAI or AIR the better stock?
FTAI scores higher: FTAI 69.4, AIR 66.9 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do FTAI and AIR differ most?
The widest gap is growth, where FTAI leads by 10 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are FTAI and AIR scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.