FTAI Infrastructure Inc. (FIP) fair value: what the stock is really worth
As of Sep 23, 2026: fair value of FTAI Infrastructure Inc. $1.20, price $3.09, upside -61.2%, quality 17 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 23, 2026.
How to read this chart
50‑month range $2.02 – $9.87 · fair‑value band $0.7500 – $1.51 · the $3.09 price screens above the $1.20 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 23, 2026.
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FTAI Infrastructure Inc. engages in acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation, energy, and industrial products industries in North America. It operates through four segments: Railroad, Ports and Terminals, Power and Gas, and Sustainability and Energy Transition.
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FTAI Infrastructure Inc. engages in acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation, energy, and industrial products industries in North America. It operates through four segments: Railroad, Ports and Terminals, Power and Gas, and Sustainability and Energy Transition. The company operates a multi-modal crude oil and refined products terminal, and other related assets; and Jefferson Terminal and Repauno that develops or acquires industrial properties in strategic locations that store and handle for third parties various energy products, including crude oil, refined products, and clean fuels. It also has a 1,630-acre deep-water port located along the Delaware River with an underground storage cavern, a multipurpose dock, a rail-to-ship transloading system, and multiple industrial development opportunities; and a 1,660-acre multi-modal port located along the Ohio River with rail, dock, and multiple industrial development opportunities, including a power plant. In addition, the company owns and operates eight freight railroads and one switching company that provides rail service to certain manufacturing and production facilities. Further, it focuses on waste plastic to renewable fuel, hydrogen-fueled power plant, and carbon capture businesses. FTAI Infrastructure Inc. was incorporated in 2021 and is headquartered in New York, New York.
Stock analysis
FTAI Infrastructure Inc. (FIP) currently trades at $3.09, while our model-based Fair Value estimate is $1.20, implying the stock looks roughly 157.5% overvalued today.
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Valuation
Bull case: the Asset-Based group reads highest at a median of $6.30 per share, and 1 of the 3 models we run sit above the $3.09 price.
Bear case: the Dividend Discount group reads lowest at $1.50, and 2 of the 3 models stay below the price. Evidence for this calculation is medium.
Scenario range: $0.7500 (bear) to $1.51 (bull), the price of $3.09 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 17/100 (below-average quality), in the Industrials sector.
Expensive Growth: The company is growing, but growth may require heavy reinvestment or weak cash conversion.
FTAI Infrastructure Inc. reported revenue of $503M in FY2025 versus $120M in FY2021, a compound +43.0%/yr. Reported net income was −$107M in FY2025.
Key figures
Market cap $568M · P/S ratio 0.96 · EPS (TTM) $−4.51 · Dividend yield 3.9% · Net margin −21.3% · Return on equity −61.1% · Return on assets (EBIT) −1.2% · Operating margin 5.1%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 32 out of 100 (low confidence).
What moves the price
The share trades about 51% below its 52-week high and 11% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Industrials peers we cover trades at 38% fair-value upside, at −61%, FIP screens richer than that median.
Fair Value models
Bear $0.7500Fair Value $1.20Bull $1.51
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target.Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.38/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Revenue growth 1 year
+51.6%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+24.3%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+48.9%
Start year 2020 (pandemic)
Revenue growth 6 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+14.0%
’19
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Profit margin (trend) ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.
−78.1% (2020) → 7.9% (2025)
What shareholders gained per year ⓘWe only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
Compare FTAI Infrastructure Inc. with another stock
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Conglomerates · 378 stocks
Beats the industry median on 3/11 measures
Overall it trails its industry peers.
Valuation
Quality Score17 · Bottom 25%
Fair Value upside−61% · Bottom 25%
Profitability
Return on assets1% · Below median
Net margin (TTM)−79% · Bottom 25%
Operating margin (TTM)5% · Below median
Growth and dividend
Revenue growth96% · Top 25%
Dividend yield (TTM)3.9% · Top 25%
Balance sheet
Debt / equity3.34× · Highest 25%
Valuation Multiplesvs Conglomerates median · lower = cheaper
P/B0.51× · Cheaper than median
P/S (TTM)0.96× · Pricier than median
EV/EBITDA19.3× · Priciest 25%
Strength profile in five axes (Snowflake)
This stockSector peers
VALUE (fair-value potential)0· sector 33
FUTURE (revenue growth)100· sector 16
PAST (return on equity)0· sector 19
HEALTH (low debt)0· sector 89
DIVIDEND (yield)78· sector 40
VALUE 0: the price sits above our fair-value range.
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "FTAI Infrastructure Inc. Fair Value". https://www.fairvalue-calculator.com/stock/FIP
Frequently asked questions
Is FTAI Infrastructure Inc. (FIP) overvalued or undervalued?
As of Sep 23, 2026, our model estimates a fair value of $1.20 versus a price of $3.09, about −61% upside (overvalued).
What is the fair value of FIP?
Our model-based fair value for FTAI Infrastructure Inc. is $1.20 (as of Sep 23, 2026), built from audited fundamentals. The current price: $3.09.
What is the quality score of FIP?
FTAI Infrastructure Inc. has a Quality Score of 17/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for FTAI Infrastructure Inc. (FIP)?
Our model-based price target is the fair value of $1.20 (as of Sep 23, 2026) from 3 valuation models. Cautious scenario $0.7500, optimistic scenario $1.51. It is a calculation from audited fundamentals, not an analyst target.
What is the FTAI Infrastructure Inc. stock forecast for 2026?
Our models put fair value at $1.20, about −61% upside versus a price of $3.09 (overvalued). Cautious scenario $0.7500, optimistic scenario $1.51. The calculation is refreshed regularly with new filings.
What is the revenue of FTAI Infrastructure Inc. (FIP)?
FTAI Infrastructure Inc. reported trailing-twelve-month revenue of about $595M (latest available figure, as of Sep 23, 2026).
Does FTAI Infrastructure Inc. pay a dividend?
FTAI Infrastructure Inc. currently shows a dividend yield of about 3.88% relative to its recent price (as of Sep 23, 2026).
What is the intrinsic value of FTAI Infrastructure Inc. (FIP)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For FTAI Infrastructure Inc. it is $1.20 per share (as of Sep 23, 2026), against a price of $3.09. It is the blended result of 3 valuation models (cash flow, earnings, asset, dividend).
Is FTAI Infrastructure Inc. stock overvalued or undervalued in 2026?
As of Sep 23, 2026, FIP trades above its calculated fair value: price $3.09, fair value $1.20, a gap of about −61% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of FIP?
No. The price is what the market pays today ($3.09); the fair value is what the company's own numbers justify ($1.20). For FTAI Infrastructure Inc. the two are $1.89 per share apart. That gap is exactly why we show both numbers side by side.
How much is FTAI Infrastructure Inc. worth?
The market values FTAI Infrastructure Inc. at about $568M (market capitalisation, as of Sep 23, 2026). Per share that is $3.09; our models calculate a fair value of $1.20 per share.
What do the bullish and bearish scenarios say about FIP?
Our models span a range for FTAI Infrastructure Inc.: cautious scenario $0.7500, base $1.20, optimistic $1.51 per share (as of Sep 23, 2026, price $3.09). The range comes from different growth and margin assumptions, not from analyst opinions.
How solid is the balance sheet of FTAI Infrastructure Inc. (FIP)?
Balance-sheet figures for FTAI Infrastructure Inc. (as of Sep 23, 2026): return on equity −61.1%, debt of 3.34 per unit of equity. They feed the Quality Score of 17/100, which measures business quality independently of the share price.
How far is FIP from its 52-week high?
FTAI Infrastructure Inc. trades at $3.09, about 51% below its 52-week high of $6.36 and 11% above the low of $2.79 (as of Sep 23, 2026). Distance from the high says nothing about value: that is what the fair value of $1.20 is for.
Which stocks are comparable to FTAI Infrastructure Inc.?
From the same area (Industrials) we also value 3M Company, Honeywell International Inc, CITIC Limited, Poste Italiane S.p.A, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is FTAI Infrastructure Inc. stock attractive at the current price?
The data as of Sep 23, 2026: price $3.09, calculated fair value $1.20 (−61%), Quality Score 17/100, from 3 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of FIP calculated?
We run FTAI Infrastructure Inc. through 3 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of $1.20, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 14.1 % above its aggregate fair value. FTAI Infrastructure Inc. itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of FTAI Infrastructure Inc. (FIP)?
The closing price on Sep 23, 2026 was $3.09. Our model-based fair value is $1.20, about −61% upside (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with FTAI Infrastructure Inc. right now?
The price sits above even our optimistic bull case ($1.51). The favourable scenario is already priced in. Weak quality (17/100) and above fair value at the same time, the margin of safety is missing on both counts. A fairly wide model range ($0.7500 to $1.51) leaves room in how you read the outcome.
Key figures of FTAI Infrastructure Inc.
How large is the market capitalisation of FTAI Infrastructure Inc. (FIP)?
The market capitalisation of FTAI Infrastructure Inc. is $568M. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of FTAI Infrastructure Inc. (FIP)?
The price-to-sales ratio of FTAI Infrastructure Inc. is 0.96 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of FTAI Infrastructure Inc. (FIP)?
Earnings per share at FTAI Infrastructure Inc. are $−4.51. Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of FTAI Infrastructure Inc. (FIP)?
The dividend yield of FTAI Infrastructure Inc. is 3.9%. Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of FTAI Infrastructure Inc. (FIP)?
The net margin of FTAI Infrastructure Inc. is −21.3% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of FTAI Infrastructure Inc. (FIP)?
The return on equity (ROE) of FTAI Infrastructure Inc. is −61.1% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of FTAI Infrastructure Inc. (FIP)?
On an EBIT basis the return on assets of FTAI Infrastructure Inc. is −1.2% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of FTAI Infrastructure Inc. (FIP)?
The operating margin of FTAI Infrastructure Inc. is 5.1% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at FTAI Infrastructure Inc. (FIP)?
Revenue at FTAI Infrastructure Inc. is growing +95.9% versus a year earlier (3y avg +24.3%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How much free cash flow does FTAI Infrastructure Inc. (FIP) generate?
The free cash flow of FTAI Infrastructure Inc. is −$399M (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net debt does FTAI Infrastructure Inc. (FIP) carry?
The net debt of FTAI Infrastructure Inc. is $3.6B (fiscal year 2025). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Sep 23, 2026