COMPARE · Data as of August 21, 2026
BA vs FTAI
Verdict: Side-by-side breakdown using the Bull Rankings model. BA scored 26.9, FTAI scored 68.2 — FTAI leads.
Compare another set
BA
The Boeing Company
26.9
$214.20 · $169.3B
fundamentals as of
Score gap
41.3
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
- CheapestBA1.8x
- Fastest growthFTAI+45.3%
- Strongest balance sheetBA7.91
- Highest qualityFTAI47 / 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)
BA
stronger →← stronger
FTAI
44
Qualityreturns · margins · balance sheet
47
88
Growthrevenue & earnings expansion
97
3
Valuevaluation vs sector peers
69
FTAI is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
BA
FTAI
-$210mF
FCF
-$890mF
+24.8%A-
Rev
+45.3%A
7.91D
D/E
8.65D
1.8xB+
P/S
6.9xC
89.29D
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.
Model signals
BA
Why this score
- Diluting shareholders
FTAI
Why this score
- Raising its dividend
The companies
BAThe Boeing Company
Why now
Aerospace & Defense · market cap $169.3b. 16% off the 52-week high of $254.35. Revenue growing +25%, comfortably above the S&P median. 26 sell-side analysts rate this a Buy with a mean 1-yr target of $274.85 (implying +28% upside).
Moat
ROE 40% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $169.3b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
D/E 7.91 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$210m) — capital raises or debt issuance likely required; dilution / leverage risk. Trailing P/E 77.1x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating.
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 BA and FTAI diverge
On the headline score the gap is 41.3 points in favor of FTAI. The widest single difference is Value, where FTAI leads by 65.5 points.
- ValueBA 3.4 · FTAI 68.9FTAI +65.5
- GrowthBA 87.8 · FTAI 97.4FTAI +9.6
- QualityBA 44.4 · FTAI 47.3level
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.