Over the past six months, FTAI Infrastructure’s stock price fell to $4.38. Shareholders have lost 16.9% of their capital, which is disappointing considering the S&P 500 has climbed by 15.9%. This was partly driven by its softer quarterly results and might have investors contemplating their next move.
Given the weaker price action, is now a good time to buy FIP? Find out in our full research report, it’s free.
Why Does FIP Stock Spark Debate?
Spun off from FTAI Aviation in 2021, FTAI Infrastructure (NASDAQ:FIP) invests in and operates infrastructure and related assets across the transportation and energy sectors.
Two Positive Attributes:
1. Skyrocketing Revenue Shows Strong Momentum
A company’s long-term sales performance can indicate its overall quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Over the last four years, FTAI Infrastructure grew its sales at an incredible 57.1% compounded annual growth rate. Its growth surpassed the average industrials company and shows its offerings resonate with customers.
2. Projected Revenue Growth Is Remarkable
Forecasted revenues by Wall Street analysts signal a company’s potential. Predictions may not always be accurate, but accelerating growth typically boosts valuation multiples and stock prices while slowing growth does the opposite, though some deceleration is natural as businesses become larger.
Over the next 12 months, sell-side analysts expect FTAI Infrastructure’s revenue to rise by 69.2%, an improvement versus its 57.1% annualized growth for the past four years. This projection is eye-popping and suggests its newer products and services will catalyze better top-line performance.
One Reason to be Careful:
Cash Burn Ignites Concerns
If you’ve followed StockStory for a while, you know we emphasize free cash flow. Why, you ask? We believe that in the end, cash is king, and you can’t use accounting profits to pay the bills.
FTAI Infrastructure’s demanding reinvestments have drained its resources over the last five years, putting it in a pinch and limiting its ability to return capital to investors. Its free cash flow margin averaged negative 71.5%, meaning it lit $71.54 of cash on fire for every $100 in revenue.
Final Judgment
FTAI Infrastructure has huge potential even though it has some open questions. With the recent decline, the stock trades at 1.7× forward EV-to-EBITDA (or $4.38 per share). Is now the time to initiate a position? See for yourself in our in-depth research report, it’s free.
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