Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
FIP
Strong SellSinkerFTAI Infrastructure Inc. · Industrials · United States · $422M · Avg Vol: $5M/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% | 659.2M | 727.6M | 782.0M | 24.7% |
| EPS | -0.81 | -1.73 | -1.78 | -2.75 | -2.24 | — | -5.20 | -3.65 | -1.27 | — |
| Shares | — | 99.4M | 100.6M | 113.9M | 116.3M | +16.9% | 118.2M | — | — | — |
| Debt | — | 1.3B | 1.4B | 1.7B | 3.9B | 43.6% | 2.9B | — | — | — |
| Equity | — | 551.6M | 484.3M | 202.7M | 1.1B | 26.3% | — | — | — | — |
| Op CF | — | -42.7M | 5.5M | -15.3M | -118.0M | — | -57.5M | — | — | — |
| 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) | $422M | 8 | Strong Sell |
| TRC | Tejon Ranch Co. | $438M | 12 | Strong Sell |
| FBYD | Falcon's Beyond Global, Inc. | $478M | 13 | Strong Sell |
| AIAI | AIAI Holdings Corporation | $287M | 9 | Strong Sell |
| BOC | Boston Omaha Corporation | $417M | 25 | Sell |
| MATW | Matthews International Corporation | $653M | 23 | Sell |
| NNBR | NN, Inc. | $280M | 27 | Sell |
| TTI | TETRA Technologies, Inc. | $1.0B | 19 | Strong Sell |
| GPUS | Hyperscale Data, Inc. | $107M | 1 | Strong Sell |
| TUSK | Mammoth Energy Services, Inc. | $149M | 27 | Sell |
Peer medians: ROE 8.8% · P/E 27.5x · Gross margin 29.2%