FTAI Aviation Ltd vs Vistra Corp — how do they compare? FTAI Aviation Ltd trades at $225.49 (market cap $23.17B), while Vistra Corp trades at $146 (market cap $48.64B). The key difference: Vistra Corp is far larger — about 2.1× FTAI Aviation Ltd's market cap, and FTAI Aviation Ltd pays the higher dividend (0.89%). Which is the better fit depends on your goals.
| FTAI | VST | |
|---|---|---|
Market Cap | $23.17B | $48.64B |
Sector | Industrials | Technology |
52-Week High | $310.04 | $217.92 |
52-Week Low | $140.40 | $134.71 |
Enterprise Value | $26.29B | $70.58B |
Dividend Yield | 0.89% | 0.63% |
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.
Vistra (VST) trades at $140.59, down 0.56% on the day, with a bearish technical signal driven by selling pressure in moving averages. The stock shows strong profitability with a net income margin of 11.55% and ROE of 75.73%, though recent quarterly EPS results were mixed with two misses against expectations. Analyst consensus remains overwhelmingly bullish with a 90.91% buy rating and a $239.75 price target, highlighting growth potential from data center electricity demand.
The outlook is supported by strategic positioning in power generation for AI infrastructure, but risks include volatile hedging impacts and high P/B valuation. Earnings growth from hyperscaler deals and nuclear assets offers upside, while technical weakness near support at $136 requires monitoring for stability.
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 →Vistra is a leading integrated retail electricity and power generation company that serves as a critical infrastructure provider for the digital economy. It operates a diversified portfolio of zero-carbon nuclear and renewable assets alongside a massive, flexible natural gas fleet, positioning it as an indispensable partner for energy-intensive AI data centers and industrial electrification.
Read more on VST →