Carvana Co vs FTAI Aviation Ltd — how do they compare? Carvana Co trades at $72.3 (market cap $79.17B), while FTAI Aviation Ltd trades at $225.72 (market cap $23.17B). The key difference: Carvana Co is far larger — about 3.4× FTAI Aviation Ltd's market cap, and FTAI Aviation Ltd pays a 0.89% dividend while Carvana Co pays none. Which is the better fit depends on your goals.
| CVNA | FTAI | |
|---|---|---|
Market Cap | $79.17B | $23.17B |
Sector | Consumer Cyclical | Industrials |
52-Week High | $95.69 | $310.04 |
52-Week Low | $56.27 | $140.40 |
Enterprise Value | $81.65B | $26.29B |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
Carvana (CVNA) trades at $72.01, down 2.95% today, as investors digest recent earnings and guidance. The stock shows strong technical momentum with bullish moving averages, though RSI levels suggest potential overbought conditions. Fundamentally, CVNA delivered impressive Q2 2026 results with revenue up 52% to $7.38 billion and record retail unit growth of 38%, though full-year EBITDA guidance of $2.70–$3.0 billion disappointed some investors.
While Carvana demonstrates robust revenue growth and improving profitability, its premium valuation (P/E 38.1, EV/EBITDA 575.03) and execution risks warrant caution. The company's debt reduction from 89.99% to 41.12% debt-to-asset ratio since 2022 is positive, but competitive pressures and margin compression remain key concerns. Analyst consensus suggests 21% upside to the $87.18 price target.
FTAI Aviation trades at $229.01, up 6.52% today, with a neutral technical signal and bearish moving averages. The stock shows strong profitability with a 15.94% net margin and 167.93% ROE, but valuation ratios are elevated (P/E 49.26, P/B 57.36). Recent Q2 2026 earnings missed expectations at $1.13 per share versus $1.38 expected, though revenue grew to $3.1B in 2026. The company announced a strategic collaboration for Boeing 737-800 freighters and a $1.465B gas turbine order, signaling growth initiatives.
Outlook remains positive with 100% analyst buy ratings and a $341.67 consensus price target, implying 49% upside. Key risks include earnings misses, declining EBITDA margins, and negative operating cash flow. The power segment's data center potential offers growth, but execution on guidance and leasing transition are critical for sustained performance.
Trailing returns across standard periods
Carvana Co is an e-commerce platform for buying and selling used cars. The company derives revenue from used vehicle sales, wholesale vehicle sales and other sales and revenues. The other sales and revenues include sales of loans originated and sold in securitization transactions or to financing partners, commissions received on VSCs and sales of GAP waiver coverage.
Read more on CVNA →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 →