Stifel analysts believe that FTAI's stock has run as far as it can until parts manufacturer approval is granted. They also believe that current market expectations have already priced in a favorable upside for the company.
FTAI Aviation's high P/S ratio is likely due to expectations of strong revenue performance. Its forecasted revenue growth, higher than the industry, justifies the high P/S ratio. Strong revenue forecasts should keep the share price buoyant.
The report is bullish on FTAI Aviation's increased return on capital while maintaining stable capital employed. Given the commendable five-year stock return, the evaluation encourages further monitoring of the growth trend and efficiency of the company.
The recent uplift in total shareholder return (TSR) hints at the business positively evolving. While market conditions impact stock's performance, underlying business performance and earnings are seen to hold more weight.
FTAI Aviation股票讨论区
2023前两季度营收增长1.8倍,营业利润暴增到1.7亿,是利息费用的2.2倍,净利润达到0.84亿。
目前市盈率TTM降到了56.7,即使全年净利达到2亿,市盈率也达到了18.7,对于长期亏损的周期股来说估值没有什么吸引力。
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