COMPARE · Reviewed July 29, 2026
FTAI vs LMT
Verdict: Side-by-side breakdown using the Bull Rankings model. FTAI scored 67.1, LMT scored 68.4 — LMT leads.
Compare another set
FTAI
FTAI Aviation Ltd.
67.1
$193.86 · $19.9B
fundamentals as of
Score gap
1.3
LMT leads
LMT
Lockheed Martin Corporation
68.4
$571.28 · $131.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
FTAI
stronger →← stronger
LMT
47
Qualityreturns · margins · balance sheet
81
100
Growthrevenue & earnings expansion
67
64
Valuevaluation vs sector peers
59
FTAI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
FTAI
LMT
-$954mF
FCF
$8.7bB+
+48.5%A
Rev
+7.2%B
8.10D
D/E
2.34D
7.0xC
P/S
—
0.88B+
PEG
1.22B
—
P/E
21.1xB+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
FTAI
LMT
—
Price vs fair valuelower is cheaper
7% below
—
Growth the price implies10-yr FCF · lower = less priced in
~4%/yr
—
1-yr DCF upside
+2%
—
5-yr DCF upside
+8%
—
10-yr DCF upside
+17%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
FTAI
Why this score
- Raising its dividend
- Short track record
LMT
Why this score
- Durable high returns
The companies
FTAIFTAI Aviation Ltd.
Why now
Aerospace & Defense · market cap $19.9b. Down 40% from 52-week high of $323.51 — deep drawdown territory. Revenue growing +48% — in hypergrowth territory. PEG 0.88 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $383.60 (implying +98% upside).
Moat
Net margin 19% 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 8.10 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$954m) — capital raises or debt issuance likely required; dilution / leverage risk. Down 40% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
LMTLockheed Martin Corporation
Why now
Aerospace & Defense · market cap $131.8b. 17% off the 52-week high of $692.00. 19 sell-side analysts rate this a Hold with a mean 1-yr target of $628.21 (implying +10% upside).
Moat
ROE 72% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 139% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $131.8b 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 2.34 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
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.