FTAI AVIATION LTD. vs HERC HOLDINGS INC., two Equipment Rental stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
FTAI Aviation leases aircraft engines and sells aftermarket parts; Herc rents construction and industrial equipment. FTAI trades at 51.91 times earnings on an 18.92% net margin, priced for an engine-leasing-plus-parts growth story. Herc has no usable earnings multiple this year, a roughly breakeven stretch that left return on equity at negative 0.26%, though it trades at 2.66 times book. Cash conversion splits them widely: Herc yields 20.36% in free cash while FTAI runs negative 1.75%, spending ahead of collections. Herc pays the larger dividend, 1.85% to 0.52%. At $27.2B FTAI is more than five times Herc's $5.0B.
Comparison updated 2026-07-11.
| Metric | FTAI | HRI |
|---|---|---|
| Price | $227.35 | $149.31 |
| Market cap | $23.7B | $5.0B |
| Sector | Equipment Rental | Equipment Rental |
| Stage | Growth | Growth |
| P/E | 45.3 | — |
| P/B | 54.91 | 2.62 |
| P/S | 8.36 | 1.07 |
| EV/EBITDA | 122.4 | — |
| Revenue growth | +48.5% | +28.2% |
| Net margin | 18.9% | -0.1% |
| Return on equity | 124.3% | -0.3% |
| Return on assets | 11.8% | -0.0% |
| FCF yield | -2.0% | 20.6% |
| Dividend yield | 0.6% | 1.9% |
| Debt / equity | 7.99 | 4.19 |
| Current ratio | 5.24 | 1.46 |
| Altman Z (solvency) | 4.77 | 0.68 |
| Piotroski F (quality) | 5 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.