FTAI Aviation Ltd vs Realty Income Corp — how do they compare? FTAI Aviation Ltd trades at $205.96 (market cap $21.93B), while Realty Income Corp trades at $64.96 (market cap $58.99B). The key difference: Realty Income Corp is far larger — about 2.7× FTAI Aviation Ltd's market cap, and Realty Income Corp pays the higher dividend (5.14%). Which is the better fit depends on your goals.
| FTAI | O | |
|---|---|---|
Market Cap | $21.93B | $58.99B |
Sector | Industrials | Real Estate |
52-Week High | $310.04 | $67.56 |
52-Week Low | $109.92 | $55.93 |
Enterprise Value | $24.97B | $88.79B |
Dividend Yield | 0.7% | 5.14% |
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.
Realty Income (O) trades at $63.77, down 0.62% on the day, with a bullish technical signal from moving averages. The company shows strong revenue growth from $3.3B in 2022 to $5.7B in 2025, though recent quarters have missed earnings expectations. The stock maintains a high P/E ratio of 51.85 and strong gross margins above 92%, while recent news highlights the company's expansion of credit facilities to $5.5B to support growth.
The outlook is mixed with solid dividend reliability but valuation concerns. Opportunities include consistent monthly dividends and strong operational cash flow, while risks involve elevated valuation metrics, recent earnings misses, and rising debt levels with debt-to-asset ratio increasing from 35.86% in 2021 to 39.93% in 2025.
Trailing returns across standard periods
Latest headlines on both assets
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 →Realty Income owns roughly 11,400 properties, most of which are freestanding, single-tenant, triple-net-leased retail properties. Its properties are located in 49 states and Puerto Rico and are leased to 250 tenants from 47 industries. Recent acquisitions have added industrial, office, manufacturing, and distribution properties, which make up roughly 17% of revenue.
Read more on O →