FTAI vs. SUNB: FTAI Aviation vs. Sunbelt Rentals Stock Comparison
How do FTAI Aviation (FTAI) and Sunbelt Rentals (SUNB) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
FTAI Aviation (FTAI) and Sunbelt Rentals (SUNB) are both classified in the Trading Companies & Distributors sub-industry within the broader Trading Companies & Distributors industry, placing them in the closest GICS peer bucket.
FTAI Aviation (FTAI) has been public since May 14, 2015 with a meaningfully longer listed history, while Sunbelt Rentals (SUNB) only listed on March 2, 2026 — long-window metrics on the SUNB side should be interpreted with caution.
| Profile Item | FTAI | SUNB |
|---|---|---|
| Name | FTAI Aviation Ltd. | Sunbelt Rentals Holdings, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Trading Companies & Distributors | Trading Companies & Distributors |
| GICS Sub-Industry | Trading Companies & Distributors | Trading Companies & Distributors |
| Market Capitalization | 18.43 billion USD | 31.57 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | May 14, 2015 | March 2, 2026 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | FTAI | SUNB |
|---|---|---|
| Total Return (1Y) | 20.27% | -- |
| Total Return (3Y, Annualized) | 71.86% | -- |
| Total Return (5Y, Annualized) | 58.99% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | FTAI | SUNB |
|---|---|---|
| Volatility (1Y, Annualized) | 68.23% | 45.72% |
| Beta (5Y) | 1.52 | 1.10 |
| Max Drawdown (5Y) | -52.11% | -22.53% |
| Avg. Volume (3M) | 1.60M | 4.96M |
Risk-Adjusted Performance
Risk-Return Positioning
Both FTAI and SUNB need 1-year volatility and 1-year return to plot risk-return positioning.
Risk-Adjusted Metrics
| Metric | FTAI | SUNB |
|---|---|---|
| Sharpe Ratio (1Y) | 0.23 | -- |
| Sortino Ratio (1Y) | 0.38 | -- |
Profitability
ROE (TTM)
FTAI Aviation (FTAI) at 154.32% clears its industry range for ROE, a sharper capital-efficiency signal than Sunbelt Rentals (SUNB) at 18.37%, which is closer to a typical peer reading.
FTAI
Capital Goods industry group
154.32%
- FTAI
- 154.32%
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
SUNB
Capital Goods industry group
18.37%
- Max
- 40.55%
- Q3
- 19.29%
- SUNB
- 18.37%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
For every dollar of sales, both FTAI Aviation (FTAI) at 15.46% and Sunbelt Rentals (SUNB) at 12.12% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
FTAI
Capital Goods industry group
15.46%
- Max
- 27.47%
- FTAI
- 15.46%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
SUNB
Capital Goods industry group
12.12%
- Max
- 27.47%
- SUNB
- 12.12%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Both FTAI Aviation (FTAI) at 22.90% and Sunbelt Rentals (SUNB) at 22.38% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
FTAI
Capital Goods industry group
22.90%
- Max
- 36.60%
- FTAI
- 22.90%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
SUNB
Capital Goods industry group
22.38%
- Max
- 36.60%
- SUNB
- 22.38%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | FTAI | SUNB |
|---|---|---|
| ROE (TTM) | 154.32% | 18.37% |
| ROA (TTM) | 11.05% | 6.71% |
| Net Margin (TTM) | 15.46% | 12.12% |
| Operating Margin (TTM) | 22.90% | 22.38% |
| Gross Margin (TTM) | 30.63% | 38.78% |
Growth
Revenue Growth
FTAI Aviation (FTAI) at 44.53% clears its industry range for revenue growth, far stronger top-line momentum than Sunbelt Rentals (SUNB) at 3.36%, which is closer to a typical peer reading.
EPS Growth
Only one side can be read here: Sunbelt Rentals (SUNB) reports EPS growth of -8.91%, ranked against its industry; FTAI Aviation (FTAI) has no EPS growth figure this period.
Growth Metrics
| Metric | FTAI | SUNB |
|---|---|---|
| Revenue Growth (YoY) | 44.53% | 3.36% |
| Revenue Growth (3Y CAGR) | 52.40% | 4.88% |
| EPS Growth (YoY) | -- | -8.91% |
| EPS Growth (3Y CAGR) | -- | -4.89% |
Financial Strength
Current Ratio (MRQ)
FTAI Aviation (FTAI) at 3.82 carries current ratio above its industry’s typical mid-range, while Sunbelt Rentals (SUNB) at 0.95 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.
FTAI
Capital Goods industry group
3.82
- Max
- 5.22
- FTAI
- 3.82
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- Min
- 0.36
SUNB
Capital Goods industry group
0.95
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- SUNB
- 0.95
- Min
- 0.36
Debt / Equity (MRQ)
Both balance sheets lean debt-heavy versus peers, but FTAI is more stretched: Sunbelt Rentals (SUNB) at 1.53 sits in the higher-leverage quartile and FTAI Aviation (FTAI) at 8.06 is above its industry benchmark range.
FTAI
Capital Goods industry group
8.06
- FTAI
- 8.06
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
SUNB
Capital Goods industry group
1.53
- Max
- 2.33
- SUNB
- 1.53
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | FTAI | SUNB |
|---|---|---|
| Current Ratio (MRQ) | 3.82 | 0.95 |
| Debt / Equity (MRQ) | 8.06 | 1.53 |
| Net Debt / EBITDA | 3.11 | 3.93 |
Dividends
Dividend Yield (TTM)
Both FTAI Aviation (FTAI) at 1.14% and Sunbelt Rentals (SUNB) at 1.87% offer top-quartile dividend income relative to share price within their industries.
FTAI
Capital Goods industry group
1.14%
- Max
- 2.66%
- FTAI
- 1.14%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
SUNB
Capital Goods industry group
1.87%
- Max
- 2.66%
- SUNB
- 1.87%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Sunbelt Rentals (SUNB) at 22.63% pays out a band-typical share of earnings, while FTAI Aviation (FTAI) at 34.48% distributes more than its industry norm — less retained, thinner cover.
FTAI
Capital Goods industry group
34.48%
- Max
- 67.39%
- FTAI
- 34.48%
- Q3
- 28.02%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
SUNB
Capital Goods industry group
22.63%
- Max
- 67.39%
- Q3
- 28.02%
- SUNB
- 22.63%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | FTAI | SUNB |
|---|---|---|
| Dividend Yield (TTM) | 1.14% | 1.87% |
| Dividend Payout Ratio (TTM) | 34.48% | 22.63% |
Valuation
P/E Ratio (TTM)
Sunbelt Rentals (SUNB) at 23.28 is near its industry’s usual P/E ratio, while FTAI Aviation (FTAI) at 36.57 sits in the richer quartile — FTAI needs stronger growth or earnings quality to justify the premium.
FTAI
Capital Goods industry group
36.57
- Max
- 59.38
- FTAI
- 36.57
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
SUNB
Capital Goods industry group
23.28
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- SUNB
- 23.28
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
Sunbelt Rentals (SUNB) at 2.75 is priced about in line with its industry on P/S ratio, while FTAI Aviation (FTAI) at 5.38 sits in the pricier quartile — FTAI costs more per dollar of sales.
FTAI
Capital Goods industry group
5.38
- Max
- 7.54
- FTAI
- 5.38
- Q3
- 3.76
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
SUNB
Capital Goods industry group
2.75
- Max
- 7.54
- Q3
- 3.76
- SUNB
- 2.75
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Sunbelt Rentals (SUNB) at 4.24 sits near its industry’s typical P/B ratio, while FTAI Aviation (FTAI) at 42.62 prices above its benchmark range — FTAI looks rich relative to book.
FTAI
Capital Goods industry group
42.62
- FTAI
- 42.62
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
SUNB
Capital Goods industry group
4.24
- Max
- 9.66
- Q3
- 5.00
- SUNB
- 4.24
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | FTAI | SUNB |
|---|---|---|
| P/E Ratio (TTM) | 36.57 | 23.28 |
| P/S Ratio (TTM) | 5.38 | 2.75 |
| P/B Ratio (MRQ) | 42.62 | 4.24 |
| Free Cash Flow Yield (TTM) | -3.18% | 5.47% |