Verdict: Side-by-side breakdown using the Bull Rankings model. AXON scored 44.1, FTAI scored 69.4 — FTAI leads.
Compare another set
AXON
Axon Enterprise, Inc.
Aerospace & Defense · Quality-Growth
44.1
$422.89 · $34.4B
fundamentals as of
Score gap
25.3
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 sheetAXON0.50
Highest qualityFTAI55 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
AXON
stronger →← stronger
FTAI
34
Qualityreturns · margins · balance sheet
55
96
Growthrevenue & earnings expansion
98
26
Valuevaluation vs sector peers
62
FTAI is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
AXON
FTAI
$133mC
FCF
-$890mF
+33.5%A
Rev
+45.3%A
0.50B+
D/E
8.65D
175.5xD
P/E
—
1.52C+
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
AXON
FTAI
1405% above
Price vs fair valuelower is cheaper
—
>60%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
—
-95%
1-yr DCF upside
—
-93%
5-yr DCF upside
—
-90%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AXON
Why this score
Diluting shareholders
FTAI
Why this score
Raising its dividend
The companies
AXONAxon Enterprise, Inc.
Aerospace & Defense · $422.89 · beta 1.44
Why now
Aerospace & Defense · market cap $34.4b. Down 45% from 52-week high of $764.02 — deep drawdown territory. Revenue growing +33% — in hypergrowth territory. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $704.11 (implying +66% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Trailing P/E 175.5x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 45% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.44 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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 AXON and FTAI diverge
On the headline score the gap is 25.3 points in favor of FTAI. The widest single difference is Value, where FTAI leads by 35.6 points.
ValueAXON 26.3 · FTAI 61.9FTAI +35.6
QualityAXON 33.8 · FTAI 55.0FTAI +21.2
GrowthAXON 96.2 · FTAI 98.3level
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 AXON the better stock?
FTAI scores higher: FTAI 69.4, AXON 44.1 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 AXON differ most?
The widest gap is value, where FTAI leads by 36 points on the 0–100 pillar scale. FTAI also leads quality, while growth is effectively level between them.
How are FTAI and AXON 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.