FTAI Aviation Ltd vs TeraWulf Inc — how do they compare? FTAI Aviation Ltd trades at $216.61 (market cap $23.28B), while TeraWulf Inc trades at $16.51 (market cap $8.58B). The key difference: FTAI Aviation Ltd is far larger — about 2.7× TeraWulf Inc's market cap, and FTAI Aviation Ltd pays a 0.88% dividend while TeraWulf Inc pays none. Which is the better fit depends on your goals.
| FTAI | WULF | |
|---|---|---|
Market Cap | $23.28B | $8.58B |
Sector | Industrials | Technology |
52-Week High | $310.04 | $28.98 |
52-Week Low | $140.40 | $8.71 |
Enterprise Value | $26.40B | $11.19B |
Dividend Yield | 0.88% | — |
Signals from Pluang's Aura AI — not financial advice
FTAI Aviation trades at $226.66, up 0.47% 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 49.49, P/S 7.59). Recent Q2 2026 earnings missed estimates at $1.13 per share, and the company announced a strategic shift toward asset-light management and a new $0.50 dividend.
Outlook is mixed: robust analyst consensus (18 buys, $341.67 target) and power segment growth offer upside, but earnings misses, high leverage, and declining cash flow pose risks. The stock's premium valuation requires execution on guidance and margin improvement to justify further gains.
WULF trades at $17.19, up 2.63% today, amid a bearish technical trend and volatile sector sentiment. The company reported a Q2 2026 net loss of $1.94 per share, missing estimates, while revenue trends remain pressured. Analyst consensus is unanimously bullish with a $39.25 price target, highlighting growth potential from high-performance computing expansion, including a major Anthropic deal.
Outlook hinges on execution of AI infrastructure build-out, but near-term risks include persistent losses, high capital demands, and competitive pressures. The stock offers significant upside if operational targets are met, yet investor caution is warranted given cash flow challenges and earnings volatility.
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 →TeraWulf develops, owns, and operates fully integrated digital infrastructure powered by predominantly zero-carbon energy. It utilizes a hybrid business model that combines industrial-scale Bitcoin mining with high-performance computing (HPC) and AI hosting, leveraging sustainable power sources like nuclear and hydroelectric to deliver low-cost, energy-efficient data center solutions.
Read more on WULF →