FTAI Infrastructure Inc.

NasdaqGS:FIP Stock Report

Market Cap: US$388.8m

FTAI Infrastructure Valuation

Is FIP undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of FIP when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

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Learn how to determine fair value like the best investors in the world.

Below Future Cash Flow Value: FIP ($3.3) is trading above our estimate of future cash flow value ($0.27)

Significantly Below Future Cash Flow Value: FIP is trading above our estimate of future cash flow value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for FIP?

Key metric: As FIP is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for FIP. This is calculated by dividing FIP's market cap by their current revenue.
What is FIP's PS Ratio?
PS Ratio0.6x
SalesUS$659.21m
Market CapUS$388.82m

Price to Sales Ratio vs Peers

How does FIP's PS Ratio compare to its peers?

The above table shows the PS ratio for FIP vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average4.1x
ULH Universal Logistics Holdings
0.3x3.36%US$481.5m
MRT Marti Technologies
2.9x53.07%US$184.5m
SHIP Seanergy Maritime Holdings
2x1.60%US$396.3m
ENRD Einride
10.9xn/aUS$604.3m
FIP FTAI Infrastructure
0.6x10.86%US$388.8m

Price-To-Sales vs Peers: FIP is good value based on its Price-To-Sales Ratio (0.6x) compared to the peer average (4.1x).

Historical Price to Sales Ratio

Historical Price to Sales Ratio compares a stock's price to its sales over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Sales Ratio vs Industry

How does FIP's PS Ratio compare vs other companies in the US Transportation Industry?

12 CompaniesPrice / SalesEstimated GrowthMarket Cap
HTZ Hertz Global Holdings
0.08x4.14%US$737.85m
DSKE Daseke
0.2xn/aUS$391.76m
USX U.S. Xpress Enterprises
0.2x3.11%US$322.82m
SLGB Smart Logistics Global
0.2xn/aUS$17.91m
FIP 0.6xIndustry Avg. 1.2xNo. of Companies12PS01.22.43.64.86+
12 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: FIP is good value based on its Price-To-Sales Ratio (0.6x) compared to the US Transportation industry average (1.2x).

Price to Sales Ratio vs Fair Ratio

What is FIP's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

FIP PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio0.6x
Fair PS Ratio0.8x

Price-To-Sales vs Fair Ratio: FIP is good value based on its Price-To-Sales Ratio (0.6x) compared to the estimated Fair Price-To-Sales Ratio (0.8x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst FIP forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$3.30
US$9.94
+201.14%
12.87%US$12.00US$8.75n/a4
Sep ’27US$3.38
US$9.94
+194.01%
12.87%US$12.00US$8.75n/a4
Aug ’27US$3.73
US$9.94
+166.42%
12.87%US$12.00US$8.75n/a4
Jul ’27US$4.51
US$10.44
+131.43%
14.99%US$12.00US$8.75n/a4
Jun ’27US$4.57
US$11.33
+147.99%
15.00%US$13.00US$9.00n/a3
May ’27US$5.72
US$11.67
+103.96%
10.69%US$13.00US$10.00n/a3
Apr ’27US$4.99
US$11.67
+133.80%
10.69%US$13.00US$10.00n/a3
Mar ’27US$5.81
US$11.67
+100.98%
10.69%US$13.00US$10.00n/a3
Feb ’27US$5.82
US$11.67
+100.46%
10.69%US$13.00US$10.00n/a3
Jan ’27US$4.61
US$11.67
+153.07%
10.69%US$13.00US$10.00n/a3
Dec ’26US$4.26
US$11.67
+173.87%
10.69%US$13.00US$10.00n/a3
Nov ’26US$5.34
US$11.67
+118.48%
10.69%US$13.00US$10.00n/a3
Oct ’26US$4.57
US$11.33
+147.99%
15.00%US$13.00US$9.00n/a3
Sep ’26US$4.80
US$11.33
+136.11%
15.00%US$13.00US$9.00US$3.383
Aug ’26US$6.33
US$11.67
+84.31%
10.69%US$13.00US$10.00US$3.733
Jul ’26US$6.20
US$11.67
+88.17%
10.69%US$13.00US$10.00US$4.513
Jun ’26US$6.11
US$11.33
+85.49%
15.00%US$13.00US$9.00US$4.573
May ’26US$4.30
US$12.00
+179.07%
6.80%US$13.00US$11.00US$5.723
Apr ’26US$4.47
US$12.00
+168.46%
6.80%US$13.00US$11.00US$4.993
Mar ’26US$5.84
US$12.00
+105.48%
6.80%US$13.00US$11.00US$5.813
Feb ’26US$7.02
US$12.00
+70.94%
6.80%US$13.00US$11.00US$5.823
Jan ’26US$7.26
US$12.00
+65.29%
6.80%US$13.00US$11.00US$4.613
Dec ’25US$8.65
US$12.00
+38.73%
6.80%US$13.00US$11.00US$4.263
Nov ’25US$8.25
US$12.00
+45.45%
6.80%US$13.00US$11.00US$5.343
Oct ’25US$8.89
US$12.00
+34.98%
6.80%US$13.00US$11.00US$4.573
Sep ’25US$9.94
US$12.00
+20.72%
6.80%US$13.00US$11.00US$4.803
US$9.94
Fair Value
66.8% undervalued intrinsic discount
4
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/10 00:02
End of Day Share Price 2026/09/10 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

FTAI Infrastructure Inc. is covered by 5 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Gregory LewisBTIG
Brian MckennaCitizens JMP Securities, LLC
Jeffrey KauffmanCitizens JMP Securities, LLC