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FLY vs LSTR

FLY
Firefly Aerospace Inc.
BEARISH
Price
$37.57
Market Cap
$6.01B
Sector
Industrials
AI Confidence
90%
LSTR
Landstar System, Inc.
BEARISH
Price
$168.27
Market Cap
$5.73B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
FLY
--
LSTR
50.84
Forward P/E
FLY
-34.02
LSTR
25.07
P/B Ratio
FLY
5.03
LSTR
7.2
P/S Ratio
FLY
37.59
LSTR
1.2
EV/EBITDA
FLY
-27.26
LSTR
23.71

Profitability

Gross Margin
FLY
19.18%
LSTR
19.12%
Operating Margin
FLY
-98.2%
LSTR
2.67%
Profit Margin
FLY
-208.92%
LSTR
2.42%
ROE
FLY
-56.51%
LSTR
13.01%
ROA
FLY
-12.44%
LSTR
6.59%

Growth

Revenue Growth
FLY
538.4%
LSTR
-2.9%
Earnings Growth
FLY
--
LSTR
-46.5%

Financial Health

Debt/Equity
FLY
0.26
LSTR
0.17
Current Ratio
FLY
4.51
LSTR
1.75
Quick Ratio
FLY
4.4
LSTR
1.69

Dividends

Dividend Yield
FLY
--
LSTR
0.95%
Payout Ratio
FLY
0.0%
LSTR
47.13%

AI Verdict

FLY BEARISH

The company exhibits critical financial instability, evidenced by a Piotroski F-Score of 1/9, indicating severe weakness in fundamental health. While revenue growth is explosive at 538.40% YoY, this is offset by a catastrophic profit margin of -208.92% and an unsustainable Price/Sales ratio of 37.59. Despite strong short-term liquidity (Current Ratio 4.51), the massive earnings misses and lack of a path to profitability suggest the current valuation is driven by speculation rather than fundamentals.

Strengths
Hyper-growth in revenue (538.40% YoY)
Strong short-term liquidity with a Current Ratio of 4.51
Low leverage with a Debt/Equity ratio of 0.26
Risks
Extreme valuation (Price/Sales of 37.59 is well above industry norms)
Severe operational losses (Operating Margin -98.20%)
Poor earnings track record with an average surprise of -455.67%
LSTR BEARISH

LSTR exhibits a severe valuation disconnect, trading at $168.27 despite a Graham Number of $41.71 and an Intrinsic Value of $23.17. While the Piotroski F-Score of 4/9 indicates stable financial health and the low Debt/Equity ratio (0.17) provides a safety buffer, these are overshadowed by crashing fundamentals. With YoY earnings growth at -46.50% and revenue declining, the current P/E of 50.84 is unsustainable. The bearish technical trend (10/100) and analyst target price ($152.27) further suggest significant downside risk.

Strengths
Very low Debt/Equity ratio (0.17) indicating minimal leverage risk
Healthy liquidity with a Current Ratio of 1.75 and Quick Ratio of 1.69
Stable Piotroski F-Score (4/9) suggesting no immediate operational collapse
Risks
Extreme overvaluation relative to Graham Number ($41.71) and Intrinsic Value ($23.17)
Severe earnings contraction with YoY growth at -46.50%
Negative revenue growth (-2.90%) indicating a lack of top-line momentum

Compare Another Pair

FLY vs LSTR: Head-to-Head Comparison

This page compares Firefly Aerospace Inc. (FLY) and Landstar System, Inc. (LSTR) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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