FTAI Infrastructure Inc. FIP

Competitive advantage analysis · industrials

Corporate Default
Overall moat score
50/100
Developing

Ranked against 26 peers in Conglomerates

About FTAI Infrastructure Inc.

FTAI Infrastructure Inc. engages in the 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 five segments: Railroad, Jefferson Terminal, Repauno, Power and Gas, and Sustainability and Energy Transition. The company operates a multi-modal crude oil and refined products terminal, and other related … Full FIP analysis →

Key strengths

  • Scale Supporting Profitability Profitability at scale is strong (score 0.80), demonstrating competitive advantages.
  • Operating Leverage in Effect Operating leverage is evident (score 1.00), with margins expanding over time.

Key risks

  • Elevated Debt Risk Debt serviceability is weak (score 0.16), raising refinancing risk.
  • Liquidity Concerns Liquidity is concerning (score 0.24), raising questions about short-term obligations.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
59
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Where FIP ranks in Conglomerates

FTAI Infrastructure Inc. ranks #13 of 27 scored companies in Conglomerates by moat score — the top 48%. The widest moat in the group is Steel Partners Holdings LP LTD (SPLP) at 79/100.

# Company Moat score Rating
9 Cresud S.A.C.I.F. y A. CRESY 62/100 Moderate
10 MDU Resources Group, Inc. MDU 61/100 Moderate
11 Brookfield Business Partners L. BBU 58/100 Moderate
12 Seaboard Corporation SEB 54/100 Moderate
13 FTAI Infrastructure Inc. FIP 50/100 Developing
14 Harte Hanks, Inc. HHS 47/100 Developing
15 Matthews International Corporat MATW 46/100 Developing
16 Boston Omaha Corporation BOC 46/100 Developing
17 D/B/A Compass Diversified Holdi CODI 43/100 Developing

See every General Corporate company ranked by moat score →

How FIP scores on the Corporate Default defenses

Pricing Power

Score 59 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 78 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 25 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 32 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 19 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 89 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding FIP's moat

What is FTAI Infrastructure Inc.'s moat score?

FTAI Infrastructure Inc. (FIP) scores 50 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #13 of 27 scored companies in Conglomerates, the top 48%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 26 companies in Conglomerates. Its strongest defense is Scale & Market Position (89/100) and its weakest is Resilience (19/100).

How does FTAI Infrastructure Inc. compare with other Conglomerates companies?

FTAI Infrastructure Inc. ranks #13 of 27 scored companies in Conglomerates by moat score. The widest moat in Conglomerates is Steel Partners Holdings LP LTD (SPLP) at 79/100. The companies ranked closest are Seaboard Corporation (SEB) at 54 just above it and Harte Hanks, Inc. (HHS) at 47 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 26 companies in Conglomerates. The defenses are then weighted to produce the overall score out of 100.

Why is FTAI Infrastructure Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for FTAI Infrastructure Inc.?

The Corporate Default template measures 6 defenses, and FIP scores: Pricing Power (59), Cost Advantage (78), Customer Stickiness (25), Capital Efficiency (32), Resilience (19), Scale & Market Position (89). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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