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← CockpitCompetitor Analysis › FIP FTAI Infrastructure IncorporationOpen in the cockpit ↗

FTAI Infrastructure IncorporationFIPCompetitor analysis, valuation and peers

United States · USD·Consumer Discretionary›Electric Utilities
Momentum weak 39
Mkt cap
$410M
US dollars, full cap
Free float
92%
of shares outstanding
$/day
$4.29M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-4.9 pp
WACC 6.5%
Hurdle
n/a
no reverse DCF
Next earnings
118 days
4 Mar 2027
Close · USD$3.47
1D+18.0%
1W+21.3%
1M+30.4%
3M-19.3%
6M-28.6%
YTD-24.7%
1Y-32.6%
ATR %6.7%
Beta1.60
52w lowhigh48.1% off high

What FTAI Infrastructure Incorporation does

Employees: 1,110

FTAI Infrastructure Incorporation at a glance

Size FTAI Infrastructure Incorporation (FIP) is a United States Consumer Discretionary company (Electric Utilities) with a market value of $410M, the 2840th largest of 3,117 United States companies the cockpit tracks. Shares closed at $3.47 on 6 Nov 2026.

Performance Over six months the shares fell 28.6%, against +3.4% for the median peer and -1.1% for the United States market (cap-weighted) — 5th lowest of 20 in its peer set.

Growth Revenue grew 73.5% over the last twelve months (peer median +4.7%); the operating margin is 11.0% (peer median 3.6%).

Valuation It trades at 6.2× enterprise value to sales against a peer median of 0.7× (3rd most expensive of 20).

Capital Return on invested capital runs 4.9 points below its cost of capital (6.5% WACC).

Short interest Short interest is 16.3% of the free float (15 Oct 2026).

Next results Next results expected around 4 Mar 2027 (exchange calendar; dates can move).

Relative performance

507510012511 May 202611 Aug 20266 Nov 2026Peer median 109FIP 74
Six months, rebased to 100: FTAI Infrastructure Incorporation against the median of its 20 peers (local-currency closes).

FTAI Infrastructure Incorporation financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$664M$503M$331M$320M$262M
Revenue growth—+52%+3%+22%—
Gross profit$87.7M$55.7M-$6.91M-$26.7M-$29.9M
EBITDA$242M$177M$62.2M$41.5M$30.0M
Net income-$421M-$107M-$224M-$121M-$154M
Free cash flow-$319M-$399M-$98.1M-$95.2M-$260M
Capital expenditure$261M$281M$82.8M$101M$217M
Total debt$2.89B$3.85B$1.66B$1.41B$1.30B

Quarterly statements and history in the cockpit →

FTAI Infrastructure Incorporation competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-25%0%+25%+50%-20%0%+20%MBUUSHOECSVHVTGCOHBBJAKKFWDIRCKYBNEDCALOXMMAGNFNKOCTRNLOCOSLDPDINBBWFIP6-month return →1-month return →
Up and to the right = strong over both horizons. FTAI Infrastructure Incorporation is the large dot.

Fundamentals: revenue growth against valuation

0%+100%0×10×20×30×MBUUSHOECSVFWDIMAGNSLDPFIPRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. FTAI Infrastructure Incorporation is the large dot.

FTAI Infrastructure Incorporation competitors and peer comparison

How FTAI Infrastructure Incorporation compares with its peers

Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

FTAI Infrastructure Incorporation against its 20 peers (data as of 6 Nov 2026)
MeasureFIPPeer medianRank in peer set
1-month return+30.4%+0.8%highest of 21
6-month return-28.6%+3.4%5th lowest of 20
Distance from 52-week high-48.1%-20.0%6th lowest of 21
Revenue growth (TTM)+73.5%+4.7%3rd highest of 21
Operating margin11.0%3.6%6th highest of 21
EV / Sales6.2×0.7×3rd most expensive of 20
ROIC minus cost of capital-4.9 pp-3.5 pp7th lowest of 20
EV / EBITDA16.9×9.0×2nd most expensive of 16
Net debt / EBITDA11.2×3.1×most indebted of 20

Peer table

Peer set: Sector in the same market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
FTAI Infrastructure Incorporation FIPUnited States$410M-29%+73%11%6.2×n/an/a
Malibu Boats MBUUUnited States$398M-33%+13%1%0.6×19.6%-0.3%
Shoe Station SHOEUnited States$395M-19%-4%3%0.6×8.0%+3.1%
Carriage Services CSVUnited States$426M-41%+1%23%2.3×-4.3%+4.9%
Haverty Furniture Companies HVTUnited States$391M+13%+6%4%0.6×9.8%+0.3%
Genesco GCOUnited States$390M+3%+3%1%0.4×14.5%+6.4%
Hamilton Beach Brands HBBUnited States$432M+54%-3%13%0.7×n/an/a
JAKKS Pacific JAKKUnited States$388M+45%+9%4%0.6×10.8%+2.0%
Forward Industries FWDIUnited States$435M+19%+172%19%10.2×n/an/a
Rocky Brands RCKYUnited States$387M+37%+11%10%1.0×10.6%+11.7%
Barnes & Noble Education BNEDUnited States$436M+20%+5%3%0.4×7.6%+3.6%
Caleres CALUnited States$438M-6%+7%4%0.5×0.4%+5.4%
Oxford Industries OXMUnited States$440M-35%-2%3%0.7×11.6%+14.6%
Magnera MAGNUnited States$442M+2%+151%4%0.7×3.4%+28.1%
QVC QVCGUnited States$377Mn/a-8%2%n/an/an/a
Funko FNKOUnited States$377M+28%-4%3%0.6×13.0%+6.8%
Citi Trends CTRNUnited States$375M-3%+11%1%0.6×49.7%+0.9%
El Pollo Loco LOCOUnited States$453M+6%+4%10%1.3×3.2%+2.8%
Solid Power SLDPUnited States$453M-35%-66%-1,475%29.4×n/an/a
Dine Brands Global DINUnited States$454M+26%+8%14%2.1×n/an/a
Build-A-Bear Workshop BBWUnited States$366M-23%-1%12%0.9×-4.1%+15.7%

Questions

Which companies are FTAI Infrastructure Incorporation's closest peers?
The cockpit's peer set: Malibu Boats (MBUU), Shoe Station (SHOE), Carriage Services (CSV), Haverty Furniture Companies (HVT), Genesco (GCO), Hamilton Beach Brands (HBB), JAKKS Pacific (JAKK), Forward Industries (FWDI).
Is FTAI Infrastructure Incorporation expensive compared with its peers?
On ev / sales it trades at 6.2× against a peer median of 0.7×, 3rd most expensive of 20 in its peer set.
How has FTAI Infrastructure Incorporation stock performed?
Over six months to 6 Nov 2026 the shares returned -28.6% against +3.4% for the median peer; over one year -32.6%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.