Comment / Analysis: ATSG chases growth and has more options than low-flying rival Atlas

The shares of ATSG and Atlas Air have rallied hard since Donald Trump was elected the next president of the United States, based on perception rather than fundamentals.

These two businesses have many things in common, given the nature of the services they offer to shippers – but does that make them two peas in a pod?

Headline figures

With a $1.3bn market cap, Atlas Air is valued at a 30% premium against ATSG’s equity, although it is much bigger in terms of ...