AerCap vs Herc
AER and HRI side by side, both in miscellaneous equipment rental and leasing. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AER and HRI compare
Herc grew revenue faster over the last twelve months (28.5% versus 6.5% for AerCap).
AerCap keeps more of each dollar of sales as profit, with a net margin of 44.0% compared with 1.0% at Herc.
Herc pays a dividend yielding 1.7%; AerCap does not pay one.
Herc scores higher on the StockData Score (10 against 7 for AerCap), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AER | HRI |
|---|---|---|
| Size and price | ||
| Market cap | – | $5.5B |
| Share price | $158.52 | $165.76 |
| Change, 1 year | 20.4% | 17.0% |
| Change, 5 years | 135% | −14.5% |
| Beta (5Y) | 0.99 | 1.62 |
| Employees | 668 | 9,600 |
| StockData Score | ||
| Total score | 7 | 10 (better) |
| Valuation score | 0 | 2 (better) |
| Growth score | 0 | 4 (better) |
| Performance score | 3 (better) | 0 |
| Health score | 4 (better) | 1 |
| Dividend score | 0 | 3 (better) |
| Valuation | ||
| P/S | – | 1.1× |
| P/B | – | 2.9× |
| P/FCF | – | 5.0× |
| FCF yield | – | 19.9% |
| Fair value | – | $197.41 |
| Margin of safety | – | 16.0% |
| Growth | ||
| Revenue growth (TTM) | 6.5% | 28.5% (better) |
| Revenue growth, 5Y average | 13.6% | 19.7% (better) |
| Net income growth (TTM) | 78.7% | 113% (better) |
| EPS growth (TTM) | 97.4% | – |
| EPS growth, 5Y average | – | −58.7% |
| Profitability | ||
| Net margin | 44.0% (better) | 1.0% |
| FCF margin | – | 22.8% |
| Return on equity | 20.6% (better) | 2.6% |
| Financial health | ||
| Debt / equity | 0.00 | 4.19 (better) |
| Current ratio | – | 1.10 |
| Altman Z-score | – | 0.69 |
| Piotroski F-score | 7 (better) | 4 |
| Dividends and buybacks | ||
| Dividend yield | – | 1.7% |
| Payout ratio | 5.1% | 190% |
| Years of dividend growth | – | 4 |
| Shareholder yield | – | 1.7% |
| Ownership | ||
| Held by institutions | 82.9% | 104% |
| Held by insiders | 4.6% | 5.8% |
| Insider net buying, 12 months | −$21.4M | $930K (better) |
| Superinvestors holding | 3 (better) | 2 |
| Short interest, % of float | 2.5% | 9.9% |
Go deeper
- AER stock overview
- AER income statement
- AER valuation and score
- HRI stock overview
- HRI income statement
- HRI valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.