COMPARE · Data as of August 14, 2026
FLY vs SARO
Verdict: Side-by-side breakdown using the Bull Rankings model. FLY scored 20.6, SARO scored 70.3 — SARO leads.
Compare another set
FLY
Firefly Aerospace Inc.
20.6
$26.67 · $4.5B
fundamentals as of
Score gap
49.7
SARO leads
SARO
StandardAero, Inc.
70.3
$27.90 · $9.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
FLY
stronger →← stronger
SARO
18
Qualityreturns · margins · balance sheet
57
100
Growthrevenue & earnings expansion
88
4
Valuevaluation vs sector peers
70
SARO is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
FLY
SARO
-$326mF
FCF
$219mC
+163.0%A
Rev
+12.6%B+
0.04A
D/E
0.93C+
15.6xD
P/S
—
—
PEG
0.81B+
—
P/E
28.8xB
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
FLY
SARO
—
Price vs fair valuelower is cheaper
116% above
—
Growth the price implies10-yr FCF · lower = less priced in
~30%/yr
—
1-yr DCF upside
-61%
—
5-yr DCF upside
-54%
—
10-yr DCF upside
-41%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
FLY
Why this score
- Diluting shareholders
- Short track record
SARO
Why this score
- 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.
SAROStandardAero, Inc.
Why now
Aerospace & Defense · market cap $9.2b. 19% off the 52-week high of $34.48. Revenue growing +13%, comfortably above the S&P median. PEG 0.81 — paying under fair value for the growth rate. 13 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $35.88 (implying +29% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
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 SARO diverge
On the headline score the gap is 49.7 points in favor of SARO. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueFLY 3.9 · SARO 70.1SARO +66.2
- QualityFLY 17.6 · SARO 56.7SARO +39.1
- GrowthFLY 99.8 · SARO 87.6FLY +12.2
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.