Global Ship Lease (NYSE:GSL) and FTAI Aviation (NASDAQ:FTAIM) Critical Review

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

Earnings and Valuation

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

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
FTAI Aviation	$1.37 billion	N/A	N/A	N/A	N/A
Global Ship Lease	$701.94 million	1.27	$304.50 million	$8.85	2.86

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

Institutional & Insider Ownership

50.1% of Global Ship Lease shares are owned by institutional investors. 7.4% of Global Ship Lease shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Profitability

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

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

Analyst Recommendations

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

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

Global Ship Lease has a consensus price target of $29.00, suggesting a potential upside of 14.72%. Given Global Ship Lease’s higher possible upside, analysts plainly believe Global Ship Lease is more favorable than FTAI Aviation.

Summary

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

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.

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.