Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
FIP
STRONG SELLFTAI Infrastructure Inc. · Industrials · United States · $500M · Avg Vol: $4M/d
COMPANY DESCRIPTION
FTAI Infrastructure Inc. owns and operates infrastructure assets across rail, ports, and renewable energy sectors, primarily in North America. The company benefits from owning critical, long-lived infrastructure assets that typically have high barriers to entry and provide stable, contracted revenues. Its strategic focus on optimizing essential infrastructure makes it a key owner and operator in the sector.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 262.0M | 320.5M | 331.5M | 502.5M | 24.3% | 594.7M | 708.0M | 767.8M | 23.6% |
| EPS | -0.81 | -1.73 | -1.78 | -2.75 | -2.24 | — | -4.51 | -2.73 | -1.18 | — |
| Shares | — | 99.4M | 100.6M | 113.9M | 116.3M | +16.9% | 118.2M | — | — | — |
| Debt | — | 1.3B | 1.4B | 1.7B | 3.9B | 43.6% | 4.0B | — | — | — |
| Equity | — | 551.6M | 484.3M | 202.7M | 1.1B | 26.3% | — | — | — | — |
| Op CF | — | -42.7M | 5.5M | -15.3M | -118.0M | — | -101.7M | — | — | — |
| Inv CF | — | -267.3M | -147.1M | -118.1M | -1.1B | — | — | — | — | — |
| Fin CF | — | 157.7M | 79.4M | 193.2M | 1.4B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of FIP are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| FIP | FTAI Infrastructure Inc.(you) | $500M | 9 | STRONG SELL |
| AIAI | AIAI Holdings Corporation | $439M | 4 | STRONG SELL |
| TRC | Tejon Ranch Co. | $476M | 21 | SELL |
| FBYD | Falcon's Beyond Global, Inc. | $514M | 25 | SELL |
| BOC | Boston Omaha Corporation | $429M | 31 | SELL |
| TTI | TETRA Technologies, Inc. | $1.2B | 25 | SELL |
| NNBR | NN, Inc. | $273M | 32 | SELL |
| CODI | Compass Diversified | $755M | 47 | HOLD |
| TUSK | Mammoth Energy Services, Inc. | $132M | 29 | SELL |
| MATW | Matthews International Corporation | $864M | 63 | HOLD |
Peer medians: ROE 10.7% · P/E 30.6x · Gross margin 28.6%