Verdict: Side-by-side breakdown using the Bull Rankings model. PL scored 27.4, FTAI scored 69.4 — FTAI leads.
Compare another set
PL
Planet Labs PBC
Aerospace & Defense · Quality-Growth
27.4
$17.18 · $6.3B
fundamentals as of
Score gap
42.0
FTAI leads
FTAI
FTAI Aviation Ltd.
Aerospace & Defense · Quality-Growth
69.4
$169.97 · $17.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestFTAI5.6x
Fastest growthFTAI+45.3%
Strongest balance sheetPL0.88
Highest qualityFTAI55 / 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)
PL
stronger →← stronger
FTAI
24
Qualityreturns · margins · balance sheet
55
95
Growthrevenue & earnings expansion
98
9
Valuevaluation vs sector peers
62
FTAI is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
PL
FTAI
$25mC-
FCF
-$890mF
+44.1%A
Rev
+45.3%A
0.88C+
D/E
8.65D
16.5xD
P/S
5.6xC
—
PEG
0.28A
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.
Valuation · DCF cross-check
PL
FTAI
1780% above
Price vs fair valuelower is cheaper
—
>60%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
—
-96%
1-yr DCF upside
—
-95%
5-yr DCF upside
—
-93%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
PL
Why this score
Diluting shareholders
FTAI
Why this score
Raising its dividend
The companies
PLPlanet Labs PBC
Aerospace & Defense · $17.18 · beta 2.17
Why now
Aerospace & Defense · market cap $6.3b. Down 67% from 52-week high of $51.76 — deep drawdown territory. Revenue growing +44% — in hypergrowth territory. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $31.91 (implying +86% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -95.1%) — path to GAAP profitability is the core thesis risk. Down 67% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.17 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
FTAIFTAI Aviation Ltd.
Aerospace & Defense · $169.97 · beta 1.57
Why now
Aerospace & Defense · market cap $17.5b. Down 47% from 52-week high of $323.51 — deep drawdown territory. Revenue growing +45% — in hypergrowth territory. PEG 0.28 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $355.60 (implying +109% 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 47% 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 PL and FTAI diverge
On the headline score the gap is 42.0 points in favor of FTAI. The widest single difference is Value, where FTAI leads by 52.9 points.
ValuePL 9.0 · FTAI 61.9FTAI +52.9
QualityPL 24.3 · FTAI 55.0FTAI +30.7
GrowthPL 95.1 · FTAI 98.3FTAI +3.2
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is FTAI or PL the better stock?
FTAI scores higher: FTAI 69.4, PL 27.4 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do FTAI and PL differ most?
The widest gap is value, where FTAI leads by 53 points on the 0–100 pillar scale. FTAI leads all three pillars, so the gap is broad rather than a single-measure difference.
How are FTAI and PL scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.