Financial Analysis: FTAI Aviation (NASDAQ:FTAIM) and Global Ship Lease (NYSE:GSL)

Global Ship Lease (NYSE:GSL) and FTAI Aviation (NASDAQ:FTAIM) are both industrials companies, but which is the superior stock? We will compare the two businesses based on the strength of their dividends, valuation, profitability, earnings, institutional ownership, analyst recommendations and risk.

Profitability

This table compares Global Ship Lease and FTAI Aviation’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Global Ship Lease	46.90%	28.92%	16.26%
FTAI Aviation	N/A	N/A	N/A

Earnings & Valuation

This table compares Global Ship Lease and FTAI Aviation”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Global Ship Lease	$701.94 million	1.20	$304.50 million	$8.85	2.71
FTAI Aviation	$1.37 billion	N/A	N/A	N/A	N/A

Global Ship Lease has higher earnings, but lower revenue than FTAI Aviation.

Analyst Recommendations

This is a breakdown of current ratings and price targets for Global Ship Lease and FTAI Aviation, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Global Ship Lease	0	0	2	0	3.00
FTAI Aviation	0	0	0	0	N/A

Global Ship Lease currently has a consensus target price of $29.00, indicating a potential upside of 21.09%. Given Global Ship Lease’s higher possible upside, equities research analysts clearly believe Global Ship Lease is more favorable than FTAI Aviation.

Insider and Institutional Ownership

50.1% of Global Ship Lease shares are held by institutional investors. 7.4% of Global Ship Lease shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Summary

Global Ship Lease beats FTAI Aviation on 7 of the 8 factors compared between the two stocks.

About Global Ship Lease

Global Ship Lease, Inc., together with its subsidiaries, engages in owning and chartering of containerships under fixed-rate charters to container shipping companies worldwide. As of March 11, 2024, it owned 68 mid-sized and smaller containerships, ranging from 2,207 to 11,040 twenty-foot equivalent unit (TEU), with an aggregate capacity of 375,406 TEU. The company was founded in 2007 and is based in Athens, Greece.

About FTAI Aviation

FTAI Aviation Ltd. owns and acquires aviation and offshore energy equipment for the transportation of goods and people worldwide. It operates through two segments, Aviation Leasing and Aerospace Products. The Aviation Leasing segment owns and manages aviation assets, including aircraft and aircraft engines, which it leases and sells to customers. As of December 31, 2023, this segment owned and managed 363 aviation assets consisting of 96 commercial aircraft and 267 engines, including eight aircraft and seventeen engines that were located in Russia. The Aerospace Products segment develops, manufactures, repairs, and sells aircraft engines and aftermarket components for aircraft engines. The company was founded in 2011 and is headquartered in New York, New York.