FTAI AVIATION LTD. vs United Rentals, Inc., two Equipment Rental stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where FTAI and URI diverge most: on fcf yield, FTAI reads -2.0% and URI reads 7.7%; on debt / equity, FTAI reads 7.99 and URI reads 0.18. The rest of the comparable metrics sit closer together. What FTAI's price implies is a somewhat stretched bet versus history (whole-company basis). What URI's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | FTAI | URI |
|---|---|---|
| Price | $227.35 | $1095.55 |
| Market cap | $23.7B | $69.0B |
| Sector | Equipment Rental | Equipment Rental |
| Stage | Growth | Mature |
| P/E | 45.3 | 27.9 |
| P/B | 54.91 | 7.70 |
| P/S | 8.36 | 4.22 |
| EV/EBITDA | 122.4 | 15.8 |
| Revenue growth | +48.5% | +5.1% |
| Gross margin | — | 36.9% |
| Operating margin | — | 21.8% |
| Net margin | 18.9% | 15.3% |
| Return on equity | 124.3% | 27.9% |
| Return on assets | 11.8% | 8.4% |
| Return on invested capital | — | 28.9% |
| FCF yield | -2.0% | 7.7% |
| Dividend yield | 0.6% | 0.7% |
| Debt / equity | 7.99 | 0.18 |
| Current ratio | 5.24 | 0.80 |
| Altman Z (solvency) | 4.77 | 3.35 |
| Piotroski F (quality) | 5 / 9 | 6 / 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.