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FTAI vs. URI: FTAI Aviation vs. United Rentals Stock Comparison

How do FTAI Aviation (FTAI) and United Rentals (URI) 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 United Rentals (URI) 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.

Company profile comparison for FTAI Aviation (FTAI) and United Rentals (URI)
Profile ItemFTAIURI
NameFTAI Aviation Ltd.United Rentals Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryTrading Companies & DistributorsTrading Companies & Distributors
GICS Sub-IndustryTrading Companies & DistributorsTrading Companies & Distributors
Market Capitalization18.43 billion USD65.36 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMay 14, 2015December 18, 1997
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

FTAI
URI
GSPC
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FTAI Aviation (FTAI) vs. United Rentals (URI), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for FTAI Aviation (FTAI) and United Rentals (URI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for FTAI Aviation (FTAI) and United Rentals (URI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for FTAI Aviation (FTAI) and United Rentals (URI)
MetricFTAIURI
Total Return (1Y)20.27%35.39%
Total Return (3Y, Annualized)71.86%38.68%
Total Return (5Y, Annualized)58.99%24.76%

Risk Profile

Drawdown History

FTAI
URI
GSPC
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FTAI Aviation (FTAI) vs. United Rentals (URI), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for FTAI Aviation (FTAI) and United Rentals (URI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for FTAI Aviation (FTAI) and United Rentals (URI)
MetricFTAIURI
Volatility (1Y, Annualized)68.23%44.71%
Beta (5Y)1.521.81
Max Drawdown (5Y)-52.11%-39.76%
Avg. Volume (3M)1.60M496.78K

Risk-Adjusted Performance

Risk-Return Positioning

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FTAI and URI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for FTAI Aviation (FTAI) and United Rentals (URI)
MetricFTAIURI
Sharpe Ratio (1Y)0.230.70
Sortino Ratio (1Y)0.381.16

Profitability

ROE (TTM)

Both companies show strong equity returns, but FTAI Aviation (FTAI) at 154.32% is the standout with ROE above its industry range; United Rentals (URI) at 30.56% also sits in the top quartile.

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%

URI

Capital Goods industry group

30.56%

Max
40.55%
URI
30.56%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%
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FTAI Aviation (FTAI) vs. United Rentals (URI): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both FTAI Aviation (FTAI) at 15.46% and United Rentals (URI) at 16.33% 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%

URI

Capital Goods industry group

16.33%

Max
27.47%
URI
16.33%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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FTAI Aviation (FTAI) vs. United Rentals (URI): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both FTAI Aviation (FTAI) at 22.90% and United Rentals (URI) at 29.21% 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%

URI

Capital Goods industry group

29.21%

Max
36.60%
URI
29.21%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%
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FTAI Aviation (FTAI) vs. United Rentals (URI): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for FTAI Aviation (FTAI) and United Rentals (URI)
MetricFTAIURI
ROE (TTM)154.32%30.56%
ROA (TTM)11.05%9.14%
Net Margin (TTM)15.46%16.33%
Operating Margin (TTM)22.90%29.21%
Gross Margin (TTM)30.63%39.19%

Growth

Revenue Growth

FTAI Aviation (FTAI) at 44.53% clears its industry range for revenue growth, far stronger top-line momentum than United Rentals (URI) at 4.91%, which is closer to a typical peer reading.

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FTAI Aviation (FTAI) vs. United Rentals (URI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: United Rentals (URI) reports EPS growth of -0.21%, ranked against its industry; FTAI Aviation (FTAI) has no EPS growth figure this period.

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FTAI Aviation (FTAI) vs. United Rentals (URI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for FTAI Aviation (FTAI) and United Rentals (URI)
MetricFTAIURI
Revenue Growth (YoY)44.53%4.91%
Revenue Growth (3Y CAGR)52.40%11.41%
EPS Growth (YoY)---0.21%
EPS Growth (3Y CAGR)--9.20%

Financial Strength

Current Ratio (MRQ)

FTAI Aviation (FTAI) at 3.82 carries current ratio above its industry’s typical mid-range, while United Rentals (URI) at 0.80 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

URI

Capital Goods industry group

0.80

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
URI
0.80
Min
0.36
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FTAI Aviation (FTAI) vs. United Rentals (URI): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Both balance sheets lean debt-heavy versus peers, but FTAI is more stretched: United Rentals (URI) at 1.64 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

URI

Capital Goods industry group

1.64

Max
2.33
URI
1.64
Q3
1.12
Median
0.60
Q1
0.29
Min
0.00
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FTAI Aviation (FTAI) vs. United Rentals (URI): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for FTAI Aviation (FTAI) and United Rentals (URI)
MetricFTAIURI
Current Ratio (MRQ)3.820.80
Debt / Equity (MRQ)8.061.64
Net Debt / EBITDA3.113.12

Dividends

Dividend Yield (TTM)

FTAI Aviation (FTAI) at 1.14% delivers top-quartile income for its industry, while United Rentals (URI) at 0.74% pays a more typical yield — both are credible income propositions, FTAI the richer one.

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%

URI

Capital Goods industry group

0.74%

Max
2.66%
Q3
1.14%
URI
0.74%
Median
0.24%
Q1
0.00%
Min
0.00%
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FTAI Aviation (FTAI) vs. United Rentals (URI): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

United Rentals (URI) at 16.95% 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%

URI

Capital Goods industry group

16.95%

Max
67.39%
Q3
28.02%
URI
16.95%
Median
6.86%
Q1
0.00%
Min
0.00%
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FTAI Aviation (FTAI) vs. United Rentals (URI): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for FTAI Aviation (FTAI) and United Rentals (URI)
MetricFTAIURI
Dividend Yield (TTM)1.14%0.74%
Dividend Payout Ratio (TTM)34.48%16.95%

Valuation

P/E Ratio (TTM)

United Rentals (URI) at 23.24 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

URI

Capital Goods industry group

23.24

Max
59.38
Q3
35.92
Median
25.41
URI
23.24
Q1
19.47
Min
3.03
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FTAI Aviation (FTAI) vs. United Rentals (URI): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

United Rentals (URI) at 3.74 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

URI

Capital Goods industry group

3.74

Max
7.54
Q3
3.76
URI
3.74
Median
2.15
Q1
1.03
Min
0.03
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FTAI Aviation (FTAI) vs. United Rentals (URI): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: United Rentals (URI) at 6.75 sits in the upper P/B ratio quartile, and FTAI Aviation (FTAI) at 42.62 prices even higher, above its industry range.

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

URI

Capital Goods industry group

6.75

Max
9.66
URI
6.75
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
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FTAI Aviation (FTAI) vs. United Rentals (URI): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for FTAI Aviation (FTAI) and United Rentals (URI)
MetricFTAIURI
P/E Ratio (TTM)36.5723.24
P/S Ratio (TTM)5.383.74
P/B Ratio (MRQ)42.626.75
Free Cash Flow Yield (TTM)-3.18%3.24%