EPAM Systems Inc vs FTAI Aviation Ltd — how do they compare? EPAM Systems Inc trades at $88.56 (market cap $4.49B), while FTAI Aviation Ltd trades at $199.9 (market cap $21.93B). The key difference: FTAI Aviation Ltd is far larger — about 4.9× EPAM Systems Inc's market cap, and FTAI Aviation Ltd pays a 0.7% dividend while EPAM Systems Inc pays none. Which is the better fit depends on your goals.
| EPAM | FTAI | |
|---|---|---|
Market Cap | $4.49B | $21.93B |
Sector | Technology | Industrials |
52-Week High | $221.40 | $310.04 |
52-Week Low | $76.04 | $109.92 |
Enterprise Value | $3.74B | $24.97B |
Dividend Yield | — | 0.7% |
Signals from Pluang's Aura AI — not financial advice
EPAM Systems trades at $87.22, up 3.22% today, with strong analyst support (65% buy ratings) and a consensus price target of $128.55 suggesting 47% upside. The stock shows attractive valuation metrics with P/E of 12.35 and P/S of 0.86, though technical indicators signal bearish momentum. Recent quarters show consistent earnings beats, with Q1 2026 EPS of $2.86 exceeding expectations by $0.11. The company maintains solid profitability with 6.96% net margin and 10.93% ROE.
EPAM presents a compelling value opportunity with significant upside potential based on analyst targets, though near-term technical weakness and recent index reclassification from S&P 500 to SmallCap 600 create headwinds. The company's AI transformation expertise and strong client partnerships position it for growth, but investors should monitor execution risks and competitive pressures in the IT services sector.
FTAI Aviation trades at $205.71, down 0.25% with a bearish technical outlook despite unanimous analyst buy ratings. The company reported strong revenue growth to $2.51 billion in 2025 with 19% net margins, though recent quarters show earnings misses. Positive developments include a strategic Boeing 737-800 freighter collaboration and expansion into data center power solutions, while negative operating cash flow raises execution concerns.
The stock presents growth potential from aerospace servicing and new power segment opportunities, but faces risks from consistent earnings misses and high valuations (P/E 42.6). Institutional sentiment remains strongly positive with 100% buy ratings, though technical indicators suggest near-term pressure with support at $195.
Trailing returns across standard periods
EPAM Systems Inc provides software product development and digital platform engineering services to clients located around the world. The company services include Software Product Development, Custom Application Development, Application Testing, Enterprise Application Platforms, Application Maintenance, and Support and Infrastructure Management. The company focuses on innovative and scalable software solutions. The company uses industry standard and custom developed technology, tools, and platforms to deliver results to handle business challenges. The company primarily offers its solutions in the following industries: financial services, travel and consumer, software and hi-tech, life sciences and healthcare. The majority of revenue is generated from North American clients.
Read more on EPAM →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 →