FTAI Aviation Ltd vs Upstart Holdings Inc — how do they compare? FTAI Aviation Ltd trades at $226.26 (market cap $23.17B), while Upstart Holdings Inc trades at $29.11 (market cap $2.91B). The key difference: FTAI Aviation Ltd is far larger — about 8× Upstart Holdings Inc's market cap, and FTAI Aviation Ltd pays a 0.89% dividend while Upstart Holdings Inc pays none. Which is the better fit depends on your goals.
| FTAI | UPST | |
|---|---|---|
Market Cap | $23.17B | $2.91B |
Sector | Industrials | Financials |
52-Week High | $310.04 | $73.76 |
52-Week Low | $140.40 | $24.22 |
Enterprise Value | $26.29B | — |
Dividend Yield | 0.89% | — |
Signals from Pluang's Aura AI — not financial advice
FTAI Aviation trades at $226.66, up 5.42% today, with a neutral technical signal and mixed earnings history. Recent quarters have seen EPS misses against expectations, though revenue grew to $2.51B in 2025. The company maintains strong profitability margins and a 100% buy rating from analysts, with a consensus price target of $341.67. Key developments include a strategic collaboration for Boeing 737-800 freighters and a $1.465B gas turbine order, highlighting growth initiatives in aviation services and power segments.
The outlook for FTAI is positive based on analyst consensus and strategic growth in aviation and power markets, but risks include earnings volatility, high valuation multiples, and execution challenges in new segments. The stock offers potential upside to price targets, supported by institutional interest and dividend increases, yet investors should weigh near-term earnings performance against long-term growth prospects.
Upstart trades at $29.23, down 3.24% today, with a bearish technical signal despite recent Q2 2026 earnings beat showing 42% revenue growth and return to GAAP profitability. The stock faces valuation compression concerns with a P/E of 57.48, while analyst consensus remains divided with a $47.20 price target suggesting significant upside potential from current levels.
The outlook balances strong AI-driven loan origination growth against persistent earnings misses and negative cash flow from operations. Key risks include high short interest at 27% and sensitivity to interest rate environment, though institutional sentiment appears cautiously optimistic given the 45% buy rating distribution.
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 →Upstart Holdings Inc provides credit services. The company provides a proprietary, cloud-based, artificial intelligence lending platform. The platform aggregates consumer demand for loans and connects it to the network of Upstart AI-enabled bank partners. The revenue of the company is primarily comprised of fees paid by banks.
Read more on UPST →