COMPARE · Reviewed July 29, 2026
FTAI vs SARO
Verdict: Side-by-side breakdown using the Bull Rankings model. FTAI scored 67.1, SARO scored 69.1 — SARO leads.
Compare another set
FTAI
FTAI Aviation Ltd.
67.1
$193.86 · $19.9B
fundamentals as of
Score gap
2.0
SARO leads
SARO
StandardAero, Inc.
69.1
$28.77 · $9.6B
fundamentals as of
The model, pillar by pillar (0–100 each)
FTAI
stronger →← stronger
SARO
47
Qualityreturns · margins · balance sheet
55
100
Growthrevenue & earnings expansion
91
64
Valuevaluation vs sector peers
66
SARO is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
FTAI
SARO
-$954mF
FCF
$148mC
+48.5%A
Rev
+15.0%B+
8.10D
D/E
0.91C+
7.0xC
P/S
—
0.88B+
PEG
0.85B+
—
P/E
32.7xB
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
FTAI
SARO
—
Price vs fair valuelower is cheaper
208% above
—
Growth the price implies10-yr FCF · lower = less priced in
~42%/yr
—
1-yr DCF upside
-74%
—
5-yr DCF upside
-68%
—
10-yr DCF upside
-56%
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
SARO
Why this score
- Short track record
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.
SAROStandardAero, Inc.
Why now
Aerospace & Defense · market cap $9.6b. 17% off the 52-week high of $34.48. Revenue growing +15%, comfortably above the S&P median. PEG 0.85 — paying under fair value for the growth rate. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $35.50 (implying +23% upside).
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Trailing P/E 33x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 4.7% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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.