Elbit Systems Ltd. (ESLT) vs FTAI Aviation Ltd. (FTAI)

Elbit Systems Ltd. and FTAI Aviation Ltd. are both Aerospace & Defense companies. Elbit Systems Ltd. is the larger, with a market value of $35.5B against $20.6B — 1.7× the size. FTAI Aviation Ltd. trades at the lower P/E: 40.1× against 55.1×. FTAI Aviation Ltd. grew revenue faster over the last twelve months: 46.0% against 13.7%. FTAI Aviation Ltd. has the higher net margin (15.0% vs 7.44%) and the lower return on invested capital (0.00% vs 13.3%). Both pay a dividend; FTAI Aviation Ltd. yields more (0.85% vs 0.50%). Across the 23 metrics below, FTAI Aviation Ltd. leads on 15 and Elbit Systems Ltd. on 8.

Valuation

Metric ESLT FTAI Aerospace & Defense median
P/E 55.07 40.11 31.60
P/S 4.12 6.01 3.36
P/B 8.27 47.52 2.99
Price to free cash flow 51.54 38.83 33.23
EV/EBITDA 35.69 23.60 19.00
EV/Sales 4.04 6.91 3.37
Earnings yield 1.82% 2.49% 0.90%
Free cash flow yield 1.94% 2.58% 0.00%

Profitability

Metric ESLT FTAI Aerospace & Defense median
Gross margin 25.03% 37.12% 25.95%
Operating margin 9.22% 0.00% 1.21%
Net margin 7.44% 14.98% 2.11%
Free cash flow margin 8.00% (14.96%) 0.00%
Return on equity 0.00% 149.53% 2.67%
Return on assets 4.90% 11.33% 1.90%
Return on invested capital 13.26% 0.00% 0.25%

Growth

Metric ESLT FTAI Aerospace & Defense median
Revenue growth (TTM) 13.70% 46.04% 18.25%
EPS growth (last fiscal year) 58.64% 1,537.50% 24.80%
Revenue growth, 5-year CAGR 11.23% 53.12% 9.73%
Net income growth, 5-year CAGR 17.59% 0.00% 0.00%

Health

Metric ESLT FTAI Aerospace & Defense median
Debt to equity 0.06 0.00 0.18
Current ratio 1.39 3.82 2.85
Net debt to EBITDA (0.57) 3.08 1.29

Dividend

Metric ESLT FTAI Aerospace & Defense median
Dividend yield 0.50% 0.85% 0.87%
Payout ratio 0.28 0.34 0.30

Size

Metric ESLT FTAI Aerospace & Defense median
Market cap 35.46b 20.57b 1.94b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack