COMPARE · Data as of August 21, 2026
ARXS vs FTAI
Verdict: Side-by-side breakdown using the Bull Rankings model. ARXS scored 49.3, FTAI scored 68.2 — FTAI leads.
Compare another set
ARXS
Arxis, Inc.
49.3
$53.26 · $22.9B
fundamentals as of
Score gap
18.9
FTAI leads
FTAI
FTAI Aviation Ltd.
68.2
$209.70 · $21.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestFTAI6.9x
- Fastest growthARXS+115.5%
- Strongest balance sheetARXS0.40
- Highest qualityARXS68 / 100
Side by side · every name on one set of axes
Growth against the P/S multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
ARXS
stronger →← stronger
FTAI
68
Qualityreturns · margins · balance sheet
47
100
Growthrevenue & earnings expansion
97
18
Valuevaluation vs sector peers
69
ARXS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ARXS
FTAI
$199mC
FCF
-$890mF
+115.5%A
Rev
+45.3%A
0.40B+
D/E
8.65D
13.0xD
P/S
6.9xC
—
PEG
0.39A
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
ARXS
FTAI
390% above
Price vs fair valuelower is cheaper
—
~58%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-84%
1-yr DCF upside
—
-80%
5-yr DCF upside
—
-70%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ARXS
Why this score
- Short track record
FTAI
Why this score
- Raising its dividend
The companies
ARXSArxis, Inc.
Why now
Aerospace & Defense · market cap $22.9b. 13% off the 52-week high of $61.50. Revenue growing +115% — in hypergrowth territory. 10 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $61.70 (implying +16% upside).
Moat
FCF converts 156% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
P/S 13.0x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
FTAIFTAI Aviation Ltd.
Why now
Aerospace & Defense · market cap $21.5b. Down 35% from 52-week high of $323.51 — deep drawdown territory. Revenue growing +45% — in hypergrowth territory. PEG 0.39 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $364.00 (implying +74% 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 35% 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 ARXS and FTAI diverge
On the headline score the gap is 18.9 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.
- ValueARXS 17.5 · FTAI 68.9FTAI +51.4
- QualityARXS 68.1 · FTAI 47.3ARXS +20.8
- GrowthARXS 100.0 · FTAI 97.4level
Pillars run 0–100 against sector peers, so a 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.