FTAI Infrastructure (FIP) Competitors

FTAI Infrastructure (NASDAQ:FIP) and Danaos (NYSE:DAC) are both small-cap transportation companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, media sentiment, risk, profitability, institutional ownership, analyst recommendations, earnings and valuation.

Do institutionals & insiders have more ownership in FIP or DAC?

87.4% of FTAI Infrastructure shares are held by institutional investors. Comparatively, 19.0% of Danaos shares are held by institutional investors. 1.2% of FTAI Infrastructure shares are held by company insiders. Comparatively, 41.0% of Danaos shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Is FIP or DAC more profitable?

Danaos has a net margin of 44.62% compared to FTAI Infrastructure's net margin of -20.85%. Danaos' return on equity of 13.88% beat FTAI Infrastructure's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
FTAI Infrastructure	-20.85%	-10.14%	-0.68%
Danaos	44.62%	13.88%	10.99%

Does the media prefer FIP or DAC?

In the previous week, FTAI Infrastructure and FTAI Infrastructure both had 3 articles in the media. FTAI Infrastructure's average media sentiment score of 1.11 beat Danaos' score of 0.88 indicating that FTAI Infrastructure is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
FTAI Infrastructure	1 Very Positive mention(s)	1 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Danaos	2 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Is FIP or DAC a better dividend stock?

FTAI Infrastructure pays an annual dividend of $0.12 per share and has a dividend yield of 2.5%. Danaos pays an annual dividend of $3.40 per share and has a dividend yield of 3.6%. FTAI Infrastructure pays out -7.8% of its earnings in the form of a dividend. Danaos pays out 14.0% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Danaos has raised its dividend for 3 consecutive years. Danaos is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Which has more volatility & risk, FIP or DAC?

FTAI Infrastructure has a beta of 1.88, indicating that its stock price is 88% more volatile than the S&P 500. Comparatively, Danaos has a beta of 1.28, indicating that its stock price is 28% more volatile than the S&P 500.

Do analysts recommend FIP or DAC?

FTAI Infrastructure currently has a consensus target price of $12.00, suggesting a potential upside of 152.90%. Danaos has a consensus target price of $105.00, suggesting a potential upside of 11.05%. Given FTAI Infrastructure's higher possible upside, equities research analysts clearly believe FTAI Infrastructure is more favorable than Danaos.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
FTAI Infrastructure	0 Sell rating(s)	0 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	3.00
Danaos	0 Sell rating(s)	0 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	3.00

Which has higher earnings and valuation, FIP or DAC?

Danaos has higher revenue and earnings than FTAI Infrastructure. FTAI Infrastructure is trading at a lower price-to-earnings ratio than Danaos, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
FTAI Infrastructure	$331.50M	1.65	-$223.65M	-$1.53	-3.10
Danaos	$1.03B	1.74	$505.07M	$24.25	3.90

Summary

Danaos beats FTAI Infrastructure on 11 of the 16 factors compared between the two stocks.