FTAI Aviation Ltd vs Progressive Corp — how do they compare? FTAI Aviation Ltd trades at $201.56 (market cap $21.93B), while Progressive Corp trades at $205.82 (market cap $119.48B). The key difference: Progressive Corp is far larger — about 5.4× FTAI Aviation Ltd's market cap, and Progressive Corp pays the higher dividend (6.77%). Which is the better fit depends on your goals.
| FTAI | PGR | |
|---|---|---|
Market Cap | $21.93B | $119.48B |
Sector | Industrials | Financials |
52-Week High | $310.04 | $252.68 |
52-Week Low | $109.92 | $190.40 |
Enterprise Value | $24.97B | $127.70B |
Dividend Yield | 0.7% | 6.77% |
Signals from Pluang's Aura AI — not financial advice
FTAI Aviation Ltd. (FTAI) trades at $199.72, down 3.15% on the day, with technical indicators signaling a bearish trend. The company reported strong revenue growth to $2.51B in 2025 and a net income margin near 19%, but has missed earnings expectations for three consecutive quarters. Recent strategic moves include a collaboration for Boeing 737-800 freighters and a major credit facility expansion to over $2 billion, highlighting its focus on aerospace services and the emerging data center power segment.
The outlook is mixed. Strong analyst consensus (18 Buy ratings) and robust profitability metrics like a 226.91% ROE support a bullish long-term view, driven by aerospace growth and data center innovation. However, near-term risks include consistent earnings misses, a high P/E ratio of 42.59, and negative operating cash flow, which could pressure the stock if execution falters or macro conditions worsen.
Progressive (PGR) trades at $203.56, down 10.16% over 24 hours, reflecting bearish technical signals and recent earnings misses. The stock shows strong fundamentals with a P/E of 10.3, net income margin of 12.93%, and robust revenue growth from $49.6B in 2022 to $87.6B in 2025. Analyst consensus is mixed with a $238.56 price target, while recent news highlights Q2 2026 earnings beating estimates but facing profit decline concerns.
The outlook balances solid profitability and valuation appeal against technical weakness and earnings volatility. Key opportunities include attractive multiples and operational strength, while risks involve competitive pressures and market sentiment shifts. Investors should weigh fundamental resilience against near-term price pressure.
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 →Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →