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FTAI vs. AVGO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FTAI vs. AVGO - Performance Comparison

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

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Returns By Period

In the year-to-date period, FTAI achieves a 17.47% return, which is significantly higher than AVGO's 14.83% return. Over the past 10 years, FTAI has outperformed AVGO with an annualized return of 44.06%, while AVGO has yielded a comparatively lower 41.32% annualized return.


FTAI

1D
-1.53%
1M
-14.59%
YTD
17.47%
6M
30.32%
1Y
79.79%
3Y*
102.79%
5Y*
55.15%
10Y*
44.06%

AVGO

1D
2.82%
1M
-7.77%
YTD
14.83%
6M
-0.72%
1Y
61.91%
3Y*
72.46%
5Y*
56.70%
10Y*
41.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FTAI vs. AVGO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FTAI
Fortress Transportation and Infrastructure Investors LLC
17.47%38.01%214.72%181.65%-36.67%29.27%33.15%48.05%-22.18%62.27%
AVGO
Broadcom Inc.
14.83%50.63%110.49%104.18%-13.27%56.48%44.88%29.05%2.18%48.19%

Correlation

The correlation between FTAI and AVGO is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.30

Correlation (3Y)
Calculated over the trailing 3-year period

0.31

Correlation (5Y)
Calculated over the trailing 5-year period

0.34

Correlation (10Y)
Calculated over the trailing 10-year period

0.29

Correlation (All Time)
Calculated using the full available price history since May 15, 2015

0.28

Fundamentals

Market Cap

FTAI:

$24.03B

AVGO:

$1.93T

EPS

FTAI:

$5.13

AVGO:

$6.01

PE Ratio

FTAI:

44.90

AVGO:

65.99

PEG Ratio

FTAI:

0.03

AVGO:

0.82

PS Ratio

FTAI:

8.43

AVGO:

25.64

PB Ratio

FTAI:

55.66

AVGO:

22.05

Total Revenue (TTM)

FTAI:

$2.84B

AVGO:

$75.47B

Gross Profit (TTM)

FTAI:

$922.62M

AVGO:

$50.53B

EBITDA (TTM)

FTAI:

$992.07M

AVGO:

$41.76B

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Return for Risk

FTAI vs. AVGO — Risk / Return Rank

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

FTAI
FTAI Risk / Return Rank: 7979
Overall Rank
FTAI Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
FTAI Sortino Ratio Rank: 8080
Sortino Ratio Rank
FTAI Omega Ratio Rank: 7676
Omega Ratio Rank
FTAI Calmar Ratio Rank: 8080
Calmar Ratio Rank
FTAI Martin Ratio Rank: 8181
Martin Ratio Rank

AVGO
AVGO Risk / Return Rank: 7777
Overall Rank
AVGO Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
AVGO Sortino Ratio Rank: 7575
Sortino Ratio Rank
AVGO Omega Ratio Rank: 7676
Omega Ratio Rank
AVGO Calmar Ratio Rank: 7777
Calmar Ratio Rank
AVGO Martin Ratio Rank: 7777
Martin Ratio Rank
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.

FTAI vs. AVGO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fortress Transportation and Infrastructure Investors LLC (FTAI) and Broadcom Inc. (AVGO). 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.


FTAIAVGODifference
Sharpe ratioReturn per unit of total volatility

-0.11

Sortino ratioReturn per unit of downside risk

+0.24

Omega ratioGain probability vs. loss probability

1.26

1.26

0.00

Calmar ratioReturn relative to maximum drawdown

2.58

2.17

+0.40

Martin ratioReturn relative to average drawdown

6.31

5.16

+1.14

FTAI vs. AVGO - Sharpe Ratio Comparison

The current FTAI Sharpe Ratio is 1.27, which is comparable to the AVGO Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of FTAI and AVGO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FTAIAVGODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.27

1.38

-0.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.99

1.32

-0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

1.05

-0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.70

1.09

-0.39

Drawdowns

FTAI vs. AVGO - Drawdown Comparison

The maximum FTAI drawdown since its inception was -72.79%, which is greater than AVGO's maximum drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for FTAI and AVGO.


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Drawdown Indicators


FTAIAVGODifference

Max Drawdown

Largest peak-to-trough decline

-72.79%

-48.30%

-24.49%

Max Drawdown (1Y)

Largest decline over 1 year

-31.15%

-28.67%

-2.48%

Max Drawdown (3Y)

Largest decline over 3 years

-52.11%

-41.15%

-10.96%

Max Drawdown (5Y)

Largest decline over 5 years

-54.08%

-41.15%

-12.93%

Max Drawdown (10Y)

Largest decline over 10 years

-72.79%

-48.30%

-24.49%

Current Drawdown

Current decline from peak

-25.42%

-17.64%

-7.78%

Average Drawdown

Average peak-to-trough decline

-17.37%

-7.97%

-9.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.72%

12.03%

+0.69%

Volatility

FTAI vs. AVGO - Volatility Comparison

The current volatility for Fortress Transportation and Infrastructure Investors LLC (FTAI) is 17.46%, while Broadcom Inc. (AVGO) has a volatility of 20.09%. This indicates that FTAI experiences smaller price fluctuations and is considered to be less risky than AVGO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FTAIAVGODifference

Volatility (1M)

Calculated over the trailing 1-month period

17.46%

20.09%

-2.63%

Volatility (6M)

Calculated over the trailing 6-month period

46.93%

34.69%

+12.24%

Volatility (1Y)

Calculated over the trailing 1-year period

63.45%

45.31%

+18.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

56.28%

43.31%

+12.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

51.09%

39.48%

+11.61%

Dividends

FTAI vs. AVGO - Dividend Comparison

FTAI's dividend yield for the trailing twelve months is around 0.65%, more than AVGO's 0.63% yield.


PositionTTM20252024202320222021202020192018201720162015
AVGO
Broadcom Inc.
0.63%0.70%0.94%1.71%3.02%2.24%3.05%3.54%3.11%1.87%1.43%1.13%
FTAI
Fortress Transportation and Infrastructure Investors LLC
0.65%0.64%0.83%2.59%7.54%4.56%5.63%6.76%9.21%6.62%9.92%4.26%

Financials

FTAI vs. AVGO - Financials Comparison

This section allows you to compare key financial metrics between Fortress Transportation and Infrastructure Investors LLC and Broadcom Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B20222023202420252026
830.70M
22.19B
(FTAI) Total Revenue
(AVGO) Total Revenue
Values in USD except per share items

FTAI vs. AVGO - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%70.0%20222023202420252026
36.9%
67.2%
Portfolio components
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%.

AVGO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a gross profit of 14.92B and revenue of 22.19B. Therefore, the gross margin over that period was 67.2%.

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%.

AVGO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported an operating income of 10.87B and revenue of 22.19B, resulting in an operating margin of 49.0%.

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%.

AVGO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a net income of 9.31B and revenue of 22.19B, resulting in a net margin of 42.0%.


Frequently Asked Questions


FTAI and AVGO have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AVGO has higher volatility (20.09%) compared to FTAI (17.46%). In terms of maximum drawdown, FTAI dropped -72.79% vs AVGO's -48.30%.

AVGO currently has the higher Sharpe Ratio (1.38 vs 1.27), 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.

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