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 -2.7% and URI reads 7.9%; on revenue growth, FTAI reads +45.6% and URI reads +5.1%. The rest of the comparable metrics sit closer together. What URI's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | FTAI | URI |
|---|---|---|
| Price | $170.00 | $1056.81 |
| Market cap | $17.7B | $66.6B |
| Sector | Equipment Rental | Equipment Rental |
| Stage | Growth | Mature |
| P/E | 37.1 | 27.0 |
| P/B | 43.78 | 7.43 |
| P/S | 5.68 | 4.07 |
| EV/EBITDA | 98.9 | 17.9 |
| Revenue growth | +45.6% | +5.1% |
| Gross margin | — | 36.9% |
| Operating margin | — | 21.8% |
| Net margin | 15.9% | 15.3% |
| Return on equity | 122.8% | 27.9% |
| Return on assets | 11.1% | 8.4% |
| Return on invested capital | — | 13.4% |
| FCF yield | -2.7% | 7.9% |
| Dividend yield | 0.8% | 0.7% |
| Debt / equity | 8.55 | 1.55 |
| Current ratio | 5.28 | 0.80 |
| Altman Z (solvency) | 3.97 | 3.28 |
| Piotroski F (quality) | 4 / 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.