CSW vs. FTAI

Last updated Jun 13, 2026

CSW (CSW Industrials Inc) and FTAI (Fortress Transportation and Infrastructure Investors LLC) are both stocks. Both are in the Industrials sector — CSW in Specialty Industrial Machinery, FTAI in Rental & Leasing Services. Over the past year, CSW returned -5.39% vs 97.00% for FTAI. At a 0.36 correlation, their price movements are largely independent.

Performance

CSW vs. FTAI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CSW Industrials Inc (CSW) and Fortress Transportation and Infrastructure Investors LLC (FTAI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CSW achieves a -7.13% return, which is significantly lower than FTAI's 23.33% return.

CSW

• 1D: -0.93%
• 1M: 6.29%
• YTD: -7.13%
• 6M: -14.57%
• 1Y: -5.39%
• 3Y*: —
• 5Y*: —
• 10Y*: —

FTAI

• 1D: 0.26%
• 1M: 1.68%
• YTD: 23.33%
• 6M: 37.23%
• 1Y: 97.00%
• 3Y*: 104.30%
• 5Y*: 55.62%
• 10Y*: 45.39%

*Multi-year figures are annualized to reflect compound growth (CAGR)

CSW vs. FTAI - Yearly Performance Comparison

	2026 (YTD)	2025
CSW CSW Industrials Inc	-7.13%	-4.50%
FTAI Fortress Transportation and Infrastructure Investors LLC	23.33%	53.05%

Correlation

The correlation between CSW and FTAI is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.37
Correlation (All Time) Calculated using the full available price history since Jun 9, 2025	0.36

Fundamentals

Market Cap CSW : $4.55B FTAI : $25.23B
EPS CSW : $6.68 FTAI : $5.13
PE Ratio CSW : 40.71 FTAI : 47.14
PEG Ratio CSW : 2.65 FTAI : 0.03
PS Ratio CSW : 4.21 FTAI : 8.86
PB Ratio CSW : 4.33 FTAI : 58.44
Total Revenue (TTM) CSW : $1.08B FTAI : $2.84B
Gross Profit (TTM) CSW : $453.68M FTAI : $922.62M
EBITDA (TTM) CSW : $211.08M FTAI : $992.07M

Return for Risk

CSW vs. FTAI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CSW

CSW Risk / Return Rank: 32
CSW Sharpe Ratio Rank: 34
CSW Sortino Ratio Rank: 31
CSW Omega Ratio Rank: 32
CSW Calmar Ratio Rank: 32
CSW Martin Ratio Rank: 33

FTAI

FTAI Risk / Return Rank: 83
FTAI Sharpe Ratio Rank: 84
FTAI Sortino Ratio Rank: 84
FTAI Omega Ratio Rank: 81
FTAI Calmar Ratio Rank: 85
FTAI Martin Ratio Rank: 84

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CSW vs. FTAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CSW Industrials Inc (CSW) and Fortress Transportation and Infrastructure Investors LLC (FTAI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	CSW	FTAI	Difference
Sharpe ratio: Return per unit of total volatility	-0.20	1.54	-1.74
Sortino ratio: Return per unit of downside risk	-0.01	2.47	-2.47
Omega ratio: Gain probability vs. loss probability	1.00	1.30	-0.30
Calmar ratio: Return relative to maximum drawdown	-0.33	3.13	-3.46
Martin ratio: Return relative to average drawdown	-0.54	7.47	-8.01

CSW vs. FTAI - Sharpe Ratio Comparison

The current CSW Sharpe Ratio is -0.20, which is lower than the FTAI Sharpe Ratio of 1.54. The chart below compares the historical Sharpe Ratios of CSW and FTAI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

CSW vs. FTAI - Drawdown Comparison

The maximum CSW drawdown since its inception was -25.35%, smaller than the maximum FTAI drawdown of -72.79%. Use the drawdown chart below to compare losses from any high point for CSW and FTAI.

Drawdown Indicators

	CSW	FTAI	Difference
Max Drawdown Largest peak-to-trough decline	-25.35%	-72.79%	+47.44%
Max Drawdown (1Y) Largest decline over 1 year	-24.56%	-31.15%	+6.59%
Max Drawdown (3Y) Largest decline over 3 years	—	-52.11%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-54.08%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-72.79%	—
Current Drawdown Current decline from peak	-18.67%	-21.69%	+3.02%
Average Drawdown Average peak-to-trough decline	-13.86%	-17.37%	+3.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	14.90%	13.04%	+1.86%

Volatility

CSW vs. FTAI - Volatility Comparison

The current volatility for CSW Industrials Inc (CSW) is 12.34%, while Fortress Transportation and Infrastructure Investors LLC (FTAI) has a volatility of 18.22%. This indicates that CSW experiences smaller price fluctuations and is considered to be less risky than FTAI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CSW	FTAI	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.34%	18.22%	-5.88%
Volatility (6M) Calculated over the trailing 6-month period	30.67%	47.49%	-16.82%
Volatility (1Y) Calculated over the trailing 1-year period	40.46%	63.59%	-23.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	40.37%	56.34%	-15.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	40.37%	51.10%	-10.73%

Dividends

CSW vs. FTAI - Dividend Comparison

CSW's dividend yield for the trailing twelve months is around 0.41%, less than FTAI's 0.62% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CSW CSW Industrials Inc	0.41%	0.18%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FTAI Fortress Transportation and Infrastructure Investors LLC	0.62%	0.64%	0.83%	2.59%	7.54%	4.56%	5.63%	6.76%	9.21%	6.62%	9.92%	4.26%

Financials

CSW vs. FTAI - Profitability Comparison

The chart below illustrates the profitability comparison between CSW Industrials Inc and Fortress Transportation and Infrastructure Investors LLC over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

CSW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CSW Industrials Inc reported a gross profit of 126.61M and revenue of 308.96M. Therefore, the gross margin over that period was 41.0%.

FTAI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fortress Transportation and Infrastructure Investors LLC reported a gross profit of 306.43M and revenue of 830.70M. Therefore, the gross margin over that period was 36.9%.

CSW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CSW Industrials Inc reported an operating income of 37.44M and revenue of 308.96M, resulting in an operating margin of 12.1%.

FTAI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fortress Transportation and Infrastructure Investors LLC reported an operating income of 241.44M and revenue of 830.70M, resulting in an operating margin of 29.1%.

CSW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CSW Industrials Inc reported a net income of 20.20M and revenue of 308.96M, resulting in a net margin of 6.5%.

FTAI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fortress Transportation and Infrastructure Investors LLC reported a net income of 134.19M and revenue of 830.70M, resulting in a net margin of 16.2%.

Frequently Asked Questions

Can I hold both CSW and FTAI in my portfolio?

CSW and FTAI have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CSW or FTAI?

FTAI has higher volatility (18.22%) compared to CSW (12.34%). In terms of maximum drawdown, CSW dropped -25.35% vs FTAI's -72.79%.

Which has better risk-adjusted returns?

FTAI currently has the higher Sharpe Ratio (1.54 vs -0.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.