FTAI vs. SMNEY

Last updated Jun 13, 2026

FTAI (Fortress Transportation and Infrastructure Investors LLC) and SMNEY (Siemens Energy AG) are both stocks. Both are in the Industrials sector — FTAI in Rental & Leasing Services, SMNEY in Specialty Industrial Machinery. At a 0.26 correlation, their price movements are largely independent.

Performance

FTAI vs. SMNEY - Performance Comparison

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

Returns By Period

FTAI

• 1D: 0.26%
• 1M: -9.41%
• YTD: 23.33%
• 6M: 37.23%
• 1Y: 97.05%
• 3Y*: 104.30%
• 5Y*: 55.62%
• 10Y*: 45.39%

SMNEY

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

FTAI vs. SMNEY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
FTAI Fortress Transportation and Infrastructure Investors LLC	23.33%	38.01%	214.72%	181.65%	-36.67%	29.27%	2.40%
SMNEY Siemens Energy AG	25.32%	167.97%	298.17%	-29.76%	-27.66%	-31.90%	21.11%

Correlation

The correlation between FTAI and SMNEY is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.26
Correlation (3Y) Calculated over the trailing 3-year period	0.25
Correlation (5Y) Calculated over the trailing 5-year period	0.27
Correlation (All Time) Calculated using the full available price history since Dec 14, 2020	0.26

Fundamentals

Market Cap FTAI : $25.23B SMNEY : $152.45B
EPS FTAI : $5.13 SMNEY : €2.16
PE Ratio FTAI : 47.14 SMNEY : 81.35
PEG Ratio FTAI : 0.03 SMNEY : 0.76
PS Ratio FTAI : 8.86 SMNEY : 3.93
PB Ratio FTAI : 58.44 SMNEY : 13.51
Total Revenue (TTM) FTAI : $2.84B SMNEY : €39.81B
Gross Profit (TTM) FTAI : $922.62M SMNEY : €7.27B
EBITDA (TTM) FTAI : $992.07M SMNEY : €4.73B

Return for Risk

FTAI vs. SMNEY — Risk / Return Rank

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

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

SMNEY

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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. SMNEY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fortress Transportation and Infrastructure Investors LLC (FTAI) and Siemens Energy AG (SMNEY). 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.

	FTAI	SMNEY	Difference
Sharpe ratio: Return per unit of total volatility	1.54	—	—
Sortino ratio: Return per unit of downside risk	2.47	—	—
Omega ratio: Gain probability vs. loss probability	1.30	—	—
Calmar ratio: Return relative to maximum drawdown	3.13	—	—
Martin ratio: Return relative to average drawdown	7.47	—	—

Drawdowns

Drawdown Indicators

	FTAI	SMNEY	Difference
Max Drawdown Largest peak-to-trough decline	-72.79%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-31.15%	—	—
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	-21.69%	—	—
Average Drawdown Average peak-to-trough decline	-17.37%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	13.04%	—	—

Volatility

Volatility by Period

	FTAI	SMNEY	Difference
Volatility (1M) Calculated over the trailing 1-month period	18.22%	—	—
Volatility (6M) Calculated over the trailing 6-month period	47.49%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	63.59%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	56.34%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	51.10%	—	—

Dividends

FTAI vs. SMNEY - Dividend Comparison

FTAI's dividend yield for the trailing twelve months is around 0.62%, while SMNEY has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
SMNEY Siemens Energy AG	0.00%	0.00%	0.00%	0.00%	0.61%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

FTAI vs. SMNEY - Profitability Comparison

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

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%.

SMNEY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported a gross profit of 2.09B and revenue of 9.68B. Therefore, the gross margin over that period was 21.6%.

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%.

SMNEY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported an operating income of 962.00M and revenue of 9.68B, resulting in an operating margin of 9.9%.

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%.

SMNEY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Siemens Energy AG reported a net income of 677.00M and revenue of 9.68B, resulting in a net margin of 7.0%.

Frequently Asked Questions

Can I hold both FTAI and SMNEY in my portfolio?

FTAI and SMNEY have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.