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股票討論區
2023前兩季度營收增長1.8倍,營業利潤暴增到1.7億,是利息費用的2.2倍,淨利潤達到0.84億。
目前市盈率TTM降到了56.7,即使全年淨利達到2億,市盈率也達到了18.7,對於長期虧損的週期股來說估值沒有什麼吸引力。
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