Embraer S.A. (EMBJ) vs FTAI Aviation (FTAI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.
Summary
Embraer S.A. (EMBJ) has outperformed FTAI Aviation (FTAI) over the past year, gaining 23.5% versus a gain of 0.3%. Over five years, FTAI leads with a +675.0% price change compared with +277.9% for EMBJ. FTAI Aviation is the larger company by market cap ($17.46 billion vs $12.66 billion), about 1.4 times the size.
On valuation, FTAI Aviation trades at a lower forward P/E (12.6x vs 17.8x for Embraer S.A.). Embraer S.A. offers the higher dividend yield (1.01% vs 1.00%). FTAI Aviation converts more of its revenue into profit, with a net margin of 20.0% versus 4.6%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | EMBJ | FTAI |
|---|---|---|
| Share price | $71.16 | $169.97 |
| Market cap | $12.66B | $17.46B |
| 1-day change | +0.23% | -0.64% |
| YTD return | +10.55% | -13.66% |
| 1-year return | +23.46% | +0.35% |
| 5-year return | +277.91% | +675.03% |
| P/E ratio (TTM) | 28.81 | 36.95 |
| Forward P/E | 17.85 | 12.59 |
| EPS (TTM) | $2.47 | $4.60 |
| Dividend yield | 1.01% | 1.00% |
| Annual dividend | $0.716 | $1.70 |
| Revenue (latest FY) | $7.58B | $2.51B |
| Revenue growth (YoY) | +18.50% | +44.53% |
| Net income (latest FY) | $351.90M | $501.06M |
| Gross margin | 17.53% | 46.17% |
| Operating margin | 8.02% | — |
| Net margin | 4.64% | 19.98% |
| 52-week high | $80.75 | $323.51 |
| 52-week low | $53.56 | $149.50 |
| Distance from 52-week high | -11.88% | -47.46% |
| Analyst consensus | strong_buy | strong_buy |
| Avg. price target upside | +31.53% | +109.22% |
| Average volume | 1.25M | 1.47M |
| Shares outstanding | 177.96M | 102.71M |
| Employees | 21,122 | 985 |
| Sector | Industrials | Industrials |
| Industry | Aerospace | Misc Corporate Leasing Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- EMBJ has outperformed FTAI by 23.1 percentage points over the past year.
- FTAI Aviation trades at a higher earnings multiple (36.9x vs 28.8x trailing P/E).
- FTAI Aviation is more profitable, keeping 20.0 cents of every revenue dollar as net income versus 4.6 cents for Embraer S.A..
- FTAI Aviation grew revenue faster in its latest fiscal year (+44.53% vs +18.50%).
About Embraer S.A.
EMBJ stock →Embraer S.A., together with its subsidiaries, engages in the design, development, manufacture, and sale of aircraft and systems worldwide. The company operates through Commercial Aviation; Defense & Security; Executive Aviation; Services & Support; and Other segments.
Industrials · Aerospace · 21,122 employees
About FTAI Aviation
FTAI stock →FTAI Aviation Ltd. owns, acquires, and sells aviation equipment for the transportation of goods and people worldwide.
Industrials · Misc Corporate Leasing Services · 985 employees
EMBJ vs FTAI FAQ
Which is bigger, Embraer S.A. or FTAI Aviation?
FTAI Aviation (FTAI) is larger, with a market capitalization of $17.46B compared with $12.66B for Embraer S.A. (EMBJ).
Which stock has performed better over the past year, EMBJ or FTAI?
EMBJ returned +23.46% over the past 12 months, compared with +0.35% for FTAI (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, EMBJ or FTAI?
EMBJ has the lower trailing P/E at 28.8, versus 36.9 for FTAI. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Embraer S.A. or FTAI Aviation?
Embraer S.A. has the higher yield at 1.01%, compared with 1.00% for FTAI Aviation.
Are Embraer S.A. and FTAI Aviation in the same industry?
Both are in the Industrials sector, but in different industries: Aerospace for Embraer S.A. and Misc Corporate Leasing Services for FTAI Aviation.