Head-To-Head Analysis: DSV (OTCMKTS:DSDVY) versus FTAI Infrastructure (NASDAQ:FIP)

FTAI Infrastructure (NASDAQ:FIP) and DSV (OTCMKTS:DSDVY) are both industrials companies, but which is the superior stock? We will compare the two businesses based on the strength of their earnings, risk, valuation, profitability, dividends, analyst recommendations and institutional ownership.

Risk & Volatility

FTAI Infrastructure has a beta of 1.82, suggesting that its stock price is 82% more volatile than the S&P 500. Comparatively, DSV has a beta of 1.22, suggesting that its stock price is 22% more volatile than the S&P 500.

Profitability

This table compares FTAI Infrastructure and DSV’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
FTAI Infrastructure	-64.75%	N/A	-8.34%
DSV	2.65%	9.51%	3.92%

Analyst Recommendations

This is a breakdown of recent recommendations and price targets for FTAI Infrastructure and DSV, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
FTAI Infrastructure	1	0	5	0	2.67
DSV	1	1	3	0	2.40

FTAI Infrastructure presently has a consensus price target of $9.75, suggesting a potential upside of 180.98%. Given FTAI Infrastructure’s stronger consensus rating and higher probable upside, research analysts clearly believe FTAI Infrastructure is more favorable than DSV.

Earnings and Valuation

This table compares FTAI Infrastructure and DSV”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
FTAI Infrastructure	$502.52 million	0.82	-$107.17 million	($5.19)	-0.67
DSV	$37.45 billion	1.40	$1.23 billion	$3.36	32.44

DSV has higher revenue and earnings than FTAI Infrastructure. FTAI Infrastructure is trading at a lower price-to-earnings ratio than DSV, indicating that it is currently the more affordable of the two stocks.

Insider & Institutional Ownership

87.4% of FTAI Infrastructure shares are owned by institutional investors. Comparatively, 0.2% of DSV shares are owned by institutional investors. 2.6% of FTAI Infrastructure shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Summary

DSV beats FTAI Infrastructure on 8 of the 14 factors compared between the two stocks.

About FTAI Infrastructure

FTAI Infrastructure Inc. focuses on acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation, energy, and industrial products industries in North America. The company operates through five segments: Railroad, Jefferson Terminal, Repauno, Power and Gas, and Sustainability and Energy Transition. It operates a multi-modal crude oil and refined products terminal, and other related assets. The company 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 under construction. In addition, it operates six freight railroads and one switching facility. FTAI Infrastructure Inc. was incorporated in 2021 and is headquartered in New York, New York.

About DSV

DSV A/S offers transport and logistics services in Europe, the Middle East, Africa, North America, South America, Asia, Australia, and the Pacific. It operates through three segments: Air & Sea, Road, and Solutions. The company provides air freight, air freight compliance and carrier, and rail freight services; sea freight, and sea freight compliance and carrier services, as well as freight containers. It also offers road freight services, such as part and full loads, groupage, specialized transport, express, and online and document handling services; and workshops. In addition, the company provides logistics solutions for automotive, technology, healthcare, energy, industrial, retail/ fashion, and chemical sectors; and inventory management solutions. Further, it offers special project transport services, such as industrial projects, renewable energy, government logistics, ship charter, and air charter services; and courier and warehousing services. The company was formerly known as DSV Panalpina A/S and changed its name to DSV A/S in September 2021. DSV A/S was incorporated in 1976 and is based in Hedehusene, Denmark.