FTAI Aviation Ltd vs ArcelorMittal SA — how do they compare? FTAI Aviation Ltd trades at $199.06 (market cap $21.93B), while ArcelorMittal SA trades at $65.87 (market cap $50.29B). The key difference: ArcelorMittal SA is far larger — about 2.3× FTAI Aviation Ltd's market cap, and ArcelorMittal SA pays the higher dividend (0.89%). Which is the better fit depends on your goals.
| FTAI | MT | |
|---|---|---|
Market Cap | $21.93B | $50.29B |
Sector | Industrials | Basic Materials |
52-Week High | $310.04 | $71.65 |
52-Week Low | $109.92 | $30.39 |
Enterprise Value | $24.97B | $59.61B |
Dividend Yield | 0.7% | 0.89% |
Signals from Pluang's Aura AI — not financial advice
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.
ArcelorMittal (MT) trades at $65.92, down 1.6% on the day, yet maintains a bullish technical outlook with strong moving average signals. The company shows improving fundamentals with three consecutive quarterly earnings beats and a net income margin of 4.71% for 2025. Recent positive catalysts include a share buyback program expansion and strategic AI collaboration with AWS to enhance operational efficiency and lower-carbon steel production.
The stock presents a value opportunity with a P/E of 17.7 and P/B below 1, supported by a 50% analyst buy rating. Key risks include declining revenue trends from $79.8B in 2022 to $61.4B in 2025 and heavy capital expenditures impacting cash flow. Near-term performance hinges on Q2 2026 earnings versus the $1.17 EPS expectation and steel demand stability amid economic uncertainties.
Trailing returns across standard periods
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 →ArcelorMittal SA is involved in the steel industry. The company's operating segments include NAFTA
Read more on MT →