FTAI Aviation Ltd vs S&P Global Inc — how do they compare? FTAI Aviation Ltd trades at $225.49 (market cap $22.08B), while S&P Global Inc trades at $409.22 (market cap $121.15B). The key difference: S&P Global Inc is far larger — about 5.5× FTAI Aviation Ltd's market cap, and S&P Global Inc pays the higher dividend (0.94%). Which is the better fit depends on your goals.
| FTAI | SPGI | |
|---|---|---|
Market Cap | $22.08B | $121.15B |
Sector | Industrials | Financials |
52-Week High | $310.04 | $534.79 |
52-Week Low | $140.40 | $370.42 |
Enterprise Value | $25.20B | $132.63B |
Dividend Yield | 0.93% | 0.94% |
Signals from Pluang's Aura AI — not financial advice
FTAI Aviation trades at $216.24, down 2.26% for the day, with a bearish technical signal and recent earnings misses. The company reported strong revenue growth to $2.51B in 2025 but faces margin compression, with net income margin declining to 15.94% in 2026. Recent news highlights strategic collaborations and a major power systems order, while analyst consensus remains unanimously bullish with a $341.67 price target.
The outlook is mixed: robust analyst support and growth initiatives in power and MRO segments offer upside, but high valuations (P/E 46.94), earnings misses, and negative operating cash flows pose risks. Investors should weigh long-term growth potential against near-term execution challenges and market volatility.
S&P Global (SPGI) trades at $408.19, up 0.73% today, with strong analyst support (85.7% buy ratings) and a $523.20 consensus price target suggesting 28% upside. Recent Q2 2026 earnings beat expectations at $4.83 EPS, continuing a trend of profitability with 30.54% net margins. Technical indicators show bearish momentum near key support at $404, while fundamentals reveal robust revenue growth to $15.34B in 2025 and expanding cash flow.
The stock presents a compelling long-term opportunity given its dominant market position in ratings and indices, though near-term technical weakness and competitive pressures pose risks. Earnings consistency and strategic initiatives in AI and data analytics support upside potential, but investors should monitor debt levels increasing to 23.29% of assets.
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 →S&P Global provides data and benchmarks to capital and commodity market participants. In 2021 and excluding IHS Markit, S&P Ratings was over 45% of the firm's revenue and over 55% of the firm's operating income. S&P Ratings is the largest credit rating agency in the world. The firm's other segments include Market Intelligence, Indices, and Platts. Market Intelligence provides desktop tools and other data solutions to investment banks, corporations, and other entities. Indices provides benchmarks for financial markets and is monetized through subscriptions, asset-based fees, and transaction-based royalties. Platts provides benchmarks to commodity markets, principally petroleum.
Read more on SPGI →