FTAI Aviation Ltd vs Shopify Inc. — how do they compare? FTAI Aviation Ltd trades at $229.63 (market cap $23.17B), while Shopify Inc. trades at $149.11 (market cap $196.35B). The key difference: Shopify Inc. is far larger — about 8.5× FTAI Aviation Ltd's market cap, and FTAI Aviation Ltd pays a 0.89% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| FTAI | SHOP | |
|---|---|---|
Market Cap | $23.17B | $196.35B |
Sector | Industrials | Technology |
52-Week High | $310.04 | $179.01 |
52-Week Low | $140.40 | $95.40 |
Enterprise Value | $26.29B | $191.59B |
Dividend Yield | 0.89% | — |
Signals from Pluang's Aura AI — not financial advice
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.
Shopify (SHOP) trades at $149.68, down 3.54% today but maintains strong momentum following recent earnings beats. The stock shows bullish technical signals with moving averages supporting upward trends, while valuation ratios remain elevated. Recent Q2 2026 results exceeded expectations with 30%+ GMV growth and expanding AI-driven commerce capabilities, driving positive analyst sentiment.
Shopify's outlook remains positive with accelerating revenue growth and margin expansion, though premium valuation presents risk. The company's leadership in e-commerce and AI integration supports long-term growth potential, but investors should monitor competitive pressures and execution risks in a dynamic retail environment.
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →