Centene Corp vs FTAI Aviation Ltd — how do they compare? Centene Corp trades at $65.58 (market cap $32.89B), while FTAI Aviation Ltd trades at $225.49 (market cap $22.08B). The key difference: Centene Corp is the larger of the two by market cap, and FTAI Aviation Ltd pays a 0.93% dividend while Centene Corp pays none. Which is the better fit depends on your goals.
| CNC | FTAI | |
|---|---|---|
Market Cap | $32.89B | $22.08B |
Sector | Health | Industrials |
52-Week High | $68.72 | $310.04 |
52-Week Low | $26.17 | $140.40 |
Enterprise Value | $21.93B | $25.20B |
Dividend Yield | — | 0.93% |
Signals from Pluang's Aura AI — not financial advice
Centene (CNC) trades at $65.77, up 2.48% with a bullish technical signal. Recent Q2 2026 earnings beat expectations with EPS of $2.51 versus $1.09 estimate, driven by margin recovery and cost control. Revenue grew to $194.78B in 2025, though net income was negative at -$6.67B. Valuation ratios are attractive with P/E of 8.06 and P/S of 0.16. Analyst consensus is strongly bullish with 61.37% buy ratings and a $70.36 price target.
Outlook is positive due to raised 2026 guidance and operational improvements, but risks include Medicaid membership softness and persistent negative margins. The stock offers value potential if profitability rebounds as projected, though investors should monitor medical cost trends and regulatory changes affecting government healthcare programs.
FTAI Aviation trades at $216.24, down 2.26% for the day, with a bearish technical signal and recent earnings misses. The company reported strong revenue growth to $2.51B in 2025 but faces margin compression, with net income margin declining to 15.94% in 2026. Recent news highlights strategic collaborations and a major power systems order, while analyst consensus remains unanimously bullish with a $341.67 price target.
The outlook is mixed: robust analyst support and growth initiatives in power and MRO segments offer upside, but high valuations (P/E 46.94), earnings misses, and negative operating cash flows pose risks. Investors should weigh long-term growth potential against near-term execution challenges and market volatility.
Trailing returns across standard periods
Latest headlines on both assets
Centene is a managed-care organization focused on government-sponsored healthcare plans, including Medicaid, Medicare, and the individual exchanges. Centene served 22 million medical members as of September 2021, mostly in Medicaid (68% of membership), the individual exchanges (10%), Medicare Advantage (6%), and the balance in Tricare (West region), correctional facility, and international plans. The company also serves 4 million users through the Medicare Part D pharmaceutical program.
Read more on CNC →FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →