Axon Enterprise, Inc (AXON) vs FTAI Aviation Ltd. (FTAI)

Axon Enterprise, Inc and FTAI Aviation Ltd. are both Aerospace & Defense companies. Axon Enterprise, Inc is the larger, with a market value of $35.6B against $20.1B — 1.8× the size. FTAI Aviation Ltd. trades at the lower P/E: 40.1× against 173×. FTAI Aviation Ltd. grew revenue faster over the last twelve months: 45.3% against 34.6%. FTAI Aviation Ltd. has the higher net margin (15.3% vs 6.19%) and the higher return on invested capital (8.84% vs 0.32%). Across the 21 metrics below, FTAI Aviation Ltd. leads on 17 and Axon Enterprise, Inc on 4.

Valuation

Metric AXON FTAI Aerospace & Defense median
P/E 172.71 40.14 32.30
P/S 10.72 6.17 3.38
P/B 9.39 47.51 2.87
Price to free cash flow 261.12 31.85 31.68
EV/EBITDA 267.00 22.26 18.91
EV/Sales 11.04 7.17 3.33
Earnings yield 0.58% 2.49% 0.95%
Free cash flow yield 0.38% 3.14% (0.02%)

Profitability

Metric AXON FTAI Aerospace & Defense median
Gross margin 59.41% 39.23% 25.48%
Operating margin 0.74% 23.93% 2.45%
Net margin 6.19% 15.34% 1.96%
Free cash flow margin 4.14% 19.36% 0.00%
Return on equity 6.22% 167.93% 4.20%
Return on assets 2.91% 11.12% 1.29%
Return on invested capital 0.32% 8.84% 0.25%

Growth

Metric AXON FTAI Aerospace & Defense median
Revenue growth (TTM) 34.60% 45.26% 18.08%
EPS growth (last fiscal year) (68.54%) 1,537.50% 24.80%
Revenue growth, 5-year CAGR 32.48% 53.12% 9.73%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AXON FTAI Aerospace & Defense median
Debt to equity 0.47 8.55 0.20
Current ratio 2.15 5.28 2.85
Net debt to EBITDA (0.17) 3.08 1.32

Dividend

Metric AXON FTAI Aerospace & Defense median
Dividend yield — 0.91% 1.00%
Payout ratio — 0.37 0.32

Size

Metric AXON FTAI Aerospace & Defense median
Market cap 35.59b 20.13b 2.17b

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