FTAI Aviation Ltd vs Simon Property Group Inc — how do they compare? FTAI Aviation Ltd trades at $229.06 (market cap $23.17B), while Simon Property Group Inc trades at $220.46 (market cap $71.03B). The key difference: Simon Property Group Inc is far larger — about 3.1× FTAI Aviation Ltd's market cap, and Simon Property Group Inc pays the higher dividend (4.05%). Which is the better fit depends on your goals.
| FTAI | SPG | |
|---|---|---|
Market Cap | $23.17B | $71.03B |
Sector | Industrials | Real Estate |
52-Week High | $310.04 | $236.70 |
52-Week Low | $140.40 | $169.22 |
Enterprise Value | $26.29B | $99.48B |
Dividend Yield | 0.89% | 4.05% |
Signals from Pluang's Aura AI — not financial advice
FTAI Aviation trades at $229.92, up 6.94% today, with a neutral technical signal and bearish moving averages. Recent earnings missed expectations for three consecutive quarters, though revenue grew to $2.51B in 2025. The company announced a strategic investor relations transition and a significant $1.465B turbine order, signaling operational momentum. Valuation ratios remain elevated, with a P/E of 49.26 and P/B of 57.36, reflecting high growth expectations.
The outlook is mixed: strong analyst consensus (100% buy ratings, $341.67 target) and institutional accumulation support upside, but earnings misses and declining net margins pose risks. Key opportunities include power segment growth and data center demand, while execution on guidance and profitability trends are critical watchpoints for investors.
Simon Property Group (SPG) trades at $220.37, down 0.08% on the day, with a bearish technical signal but strong fundamentals. Recent Q2 2026 earnings showed an EPS miss ($1.49 actual vs. $1.64 expected), though FFO beat estimates and full-year guidance was raised. The company maintains robust profitability with a net income margin of 66.57% and pays consistent dividends.
Outlook is mixed: solid operational performance and raised guidance support upside near the $226.58 consensus price target, but high debt ($24.21B) and economic sensitivity pose risks. Analyst sentiment leans neutral with 54.05% hold ratings, reflecting cautious optimism amid macroeconomic uncertainties.
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 →Simon Property Group is the second- largest real estate investment trust in the United States. Its portfolio includes an interest in 207 properties: 119 traditional malls, 69 premium outlets, 14 Mills centers (a combination of a traditional mall, outlet center, and big-box retailers), six lifestyle centers, and five other retail properties. Simon's portfolio averaged $693 in sales per square foot over the 12 months prior to the pandemic. The company also owns a 21% interest in Klepierre, a European retail company with investments in shopping centers in 16 countries, and joint venture interests in 33 premium outlets across 11 countries.
Read more on SPG →