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FTAIO vs. FTAI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

FTAIO vs. FTAI

Last updated May 1, 2025

Compare and contrast key facts about Fortress Transportation and Preferred Series B (FTAIO) and Fortress Transportation and Infrastructure Investors LLC (FTAI).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTAIO or FTAI.

Correlation

The correlation between FTAIO and FTAI is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

-0.50.00.51.0
Correlation: 0.2

Performance

FTAIO vs. FTAI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fortress Transportation and Preferred Series B (FTAIO) and Fortress Transportation and Infrastructure Investors LLC (FTAI). The values are adjusted to include any dividend payments, if applicable.
0.00%500.00%1,000.00%1,500.00%NovemberDecember2025FebruaryMarchApril
56.50%
869.58%
FTAIO
FTAI

Key characteristics

Fundamentals

EPS

FTAIO:

-$3.47

FTAI:

-$0.32

PS Ratio

FTAIO:

0.00

FTAI:

6.45

PB Ratio

FTAIO:

0.00

FTAI:

137.77

Total Revenue (TTM)

FTAIO:

$1.41B

FTAI:

$1.41B

Gross Profit (TTM)

FTAIO:

$582.66M

FTAI:

$582.66M

EBITDA (TTM)

FTAIO:

$340.57M

FTAI:

$340.57M

Returns By Period

FTAIO

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FTAI

YTD

-25.42%

1M

-3.53%

6M

-25.92%

1Y

54.33%

5Y*

71.19%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

FTAIO vs. FTAI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FTAIO
The Risk-Adjusted Performance Rank of FTAIO is 8888
Overall Rank
The Sharpe Ratio Rank of FTAIO is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of FTAIO is 8686
Sortino Ratio Rank
The Omega Ratio Rank of FTAIO is 8989
Omega Ratio Rank
The Calmar Ratio Rank of FTAIO is 9292
Calmar Ratio Rank
The Martin Ratio Rank of FTAIO is 8484
Martin Ratio Rank
FTAI
The Risk-Adjusted Performance Rank of FTAI is 7777
Overall Rank
The Sharpe Ratio Rank of FTAI is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of FTAI is 7373
Sortino Ratio Rank
The Omega Ratio Rank of FTAI is 7575
Omega Ratio Rank
The Calmar Ratio Rank of FTAI is 8585
Calmar Ratio Rank
The Martin Ratio Rank of FTAI is 7676
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FTAIO vs. FTAI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fortress Transportation and Preferred Series B (FTAIO) 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.

The chart of Sharpe ratio for FTAIO, currently valued at 1.43, compared to the broader market-2.00-1.000.001.002.003.00
FTAIO: 1.43
FTAI: 0.70
The chart of Sortino ratio for FTAIO, currently valued at 2.06, compared to the broader market-6.00-4.00-2.000.002.004.00
FTAIO: 2.06
FTAI: 1.30
The chart of Omega ratio for FTAIO, currently valued at 1.38, compared to the broader market0.501.001.502.00
FTAIO: 1.38
FTAI: 1.19
The chart of Calmar ratio for FTAIO, currently valued at 1.72, compared to the broader market0.001.002.003.004.005.00
FTAIO: 1.72
FTAI: 1.02
The chart of Martin ratio for FTAIO, currently valued at 3.92, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
FTAIO: 3.92
FTAI: 2.42

Rolling 12-month Sharpe Ratio0.002.004.006.008.00NovemberDecember2025FebruaryMarchApril
1.43
0.70
FTAIO
FTAI

Dividends

FTAIO vs. FTAI - Dividend Comparison

FTAIO has not paid dividends to shareholders, while FTAI's dividend yield for the trailing twelve months is around 1.12%.

TTM2024202320222021202020192018201720162015
FTAIO
Fortress Transportation and Preferred Series B		5.89%7.91%7.95%10.44%7.94%9.24%0.00%0.00%0.00%0.00%0.00%
FTAI
Fortress Transportation and Infrastructure Investors LLC		1.12%0.83%2.59%6.97%4.56%5.63%6.76%9.21%6.62%9.93%4.26%

Drawdowns

FTAIO vs. FTAI - Drawdown Comparison

-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-1.89%
-38.60%
FTAIO
FTAI

Volatility

FTAIO vs. FTAI - Volatility Comparison

The current volatility for Fortress Transportation and Preferred Series B (FTAIO) is 0.00%, while Fortress Transportation and Infrastructure Investors LLC (FTAI) has a volatility of 33.65%. This indicates that FTAIO 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.

0.00%10.00%20.00%30.00%40.00%50.00%NovemberDecember2025FebruaryMarchApril0
33.65%
FTAIO
FTAI

Financials

FTAIO vs. FTAI - Financials Comparison

This section allows you to compare key financial metrics between Fortress Transportation and Preferred Series B and Fortress Transportation and Infrastructure Investors LLC. 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

100.00M200.00M300.00M400.00M500.00MAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
498.82M
498.82M
(FTAIO) Total Revenue
(FTAI) Total Revenue
Values in USD except per share items

FTAIO vs. FTAI - Profitability Comparison

The chart below illustrates the profitability comparison between Fortress Transportation and Preferred Series B and Fortress Transportation and Infrastructure Investors LLC over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.
Gross Margin
Operating Margin
Net Margin
Quarterly
Annual
30.0%40.0%50.0%60.0%70.0%AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
48.3%
48.3%
(FTAIO) Gross Margin
(FTAI) Gross Margin
FTAIO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Fortress Transportation and Preferred Series B reported a gross profit of 241.09M and revenue of 498.82M. Therefore, the gross margin over that period was 48.3%.
FTAI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Fortress Transportation and Infrastructure Investors LLC reported a gross profit of 241.09M and revenue of 498.82M. Therefore, the gross margin over that period was 48.3%.
FTAIO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Fortress Transportation and Preferred Series B reported an operating income of 206.51M and revenue of 498.82M, resulting in an operating margin of 41.4%.
FTAI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Fortress Transportation and Infrastructure Investors LLC reported an operating income of 206.51M and revenue of 498.82M, resulting in an operating margin of 41.4%.
FTAIO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Fortress Transportation and Preferred Series B reported a net income of 86.69M and revenue of 498.82M, resulting in a net margin of 17.4%.
FTAI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Fortress Transportation and Infrastructure Investors LLC reported a net income of 86.69M and revenue of 498.82M, resulting in a net margin of 17.4%.