undamentalytics Newsletter

Ftai Infrastructure vs Terreno Realty

Ftai Infrastructure and Terreno Realty are similar in size: $503m and $476m of revenue in their latest fiscal years. Ftai Infrastructure grew faster (51.6% against 24.5%). Terreno Realty kept more of each dollar of sales as profit: a net margin of 84.6% against -41.3%.

Latest fiscal yearFtai InfrastructureFIP, 2025Terreno RealtyTRNO, 2025
Revenue $503m $476m
Revenue growth 51.6% 24.5%
Net income −$207m $403m
Operating margin — —
Net margin -41.3% 84.6%
Return on equity -185.2% 10.3%
Free cash flow −$399m $208m
Cash $57.4m $25.0m
Total debt $3.80bn $948m
Debt to equity — 22.9%
Dividend per share — $2.02
Dividend yield 4.2% 3.0%
Share buybacks — $3.3m
Employees — 47
Market value $317m $7.17bn
Price vs our value range — Within our value range
Moat score 17 (Weak) 63 (Moderate)
Insider trades, 12 months 1 buys, 0 sales 0 buys, 5 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

Go deeper

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.