COMPARE · Data as of August 14, 2026
FLY vs FTAI
Verdict: Side-by-side breakdown using the Bull Rankings model. FLY scored 20.6, FTAI scored 68.0 — FTAI leads.
Compare another set
FLY
Firefly Aerospace Inc.
20.6
$26.67 · $4.5B
fundamentals as of
Score gap
47.4
FTAI leads
FTAI
FTAI Aviation Ltd.
68
$217.13 · $22.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
FLY
stronger →← stronger
FTAI
18
Qualityreturns · margins · balance sheet
47
100
Growthrevenue & earnings expansion
97
4
Valuevaluation vs sector peers
69
FTAI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
FLY
FTAI
-$326mF
FCF
-$890mF
+163.0%A
Rev
+45.3%A
0.04A
D/E
8.65D
15.6xD
P/S
7.2xC
—
PEG
0.43A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Model signals
FLY
Why this score
- Diluting shareholders
- Short track record
FTAI
Why this score
- Raising its dividend
- Short track record
The companies
FLYFirefly Aerospace Inc.
Why now
Aerospace & Defense · market cap $4.5b. Down 57% from 52-week high of $62.17 — deep drawdown territory. Revenue growing +163% — in hypergrowth territory. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $41.60 (implying +56% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
Free cash flow is negative (-$326m) — capital raises or debt issuance likely required; dilution / leverage risk. Down 57% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. P/S 15.6x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
FTAIFTAI Aviation Ltd.
Why now
Aerospace & Defense · market cap $22.3b. Down 33% from 52-week high of $323.51 — deep drawdown territory. Revenue growing +45% — in hypergrowth territory. PEG 0.43 — 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 +68% 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 33% 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 FLY and FTAI diverge
On the headline score the gap is 47.4 points in favor of FTAI. The widest single difference is Value, where FTAI leads by 64.8 points.
- ValueFLY 3.9 · FTAI 68.7FTAI +64.8
- QualityFLY 17.6 · FTAI 47.0FTAI +29.4
- GrowthFLY 99.8 · 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.