AerCap vs Sunbelt Rentals
AER and SUNB 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 SUNB compare
AerCap grew revenue faster over the last twelve months (6.5% versus 3.4% for Sunbelt Rentals).
AerCap keeps more of each dollar of sales as profit, with a net margin of 44.0% compared with 11.9% at Sunbelt Rentals.
Sunbelt Rentals pays a dividend yielding 1.3%; AerCap does not pay one.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AER | SUNB |
|---|---|---|
| Size and price | ||
| Market cap | – | $34.3B |
| Share price | $158.52 | $83.63 |
| Change, 1 year | 20.4% | 22.0% |
| Change, 5 years | 135% | −2.8% |
| Beta (5Y) | 0.99 | 1.28 |
| Employees | 668 | 26K |
| StockData Score | ||
| Total score | 7 | 7 |
| Valuation score | 0 | 0 |
| Growth score | 0 | 1 (better) |
| Performance score | 3 | 3 |
| Health score | 4 (better) | 1 |
| Dividend score | 0 | 2 (better) |
| Valuation | ||
| P/E | – | 26.5× |
| P/S | – | 3.1× |
| P/B | – | 4.6× |
| EV/EBITDA | – | 9.5× |
| Fair value | – | $70.73 |
| Margin of safety | – | −18.2% |
| Growth | ||
| Revenue growth (TTM) | 6.5% (better) | 3.4% |
| Revenue growth, 5Y average | 13.6% | – |
| Net income growth (TTM) | 78.7% (better) | −14.7% |
| EPS growth (TTM) | 97.4% (better) | −11.3% |
| Profitability | ||
| Gross margin | – | 38.5% |
| Operating margin | – | 19.6% |
| Net margin | 44.0% (better) | 11.9% |
| Return on equity | 20.6% (better) | 17.3% |
| Return on invested capital | – | 13.5% |
| Financial health | ||
| Debt / equity | 0.00 | 1.15 (better) |
| Net debt / EBITDA | – | 1.90 |
| Current ratio | – | 0.94 |
| Altman Z-score | – | 2.50 |
| Piotroski F-score | 7 (better) | 6 |
| Dividends and buybacks | ||
| Dividend yield | – | 1.3% |
| Payout ratio | 5.1% | 35.0% |
| Years of dividend growth | – | 0 |
| Buyback yield | – | 4.1% |
| Shareholder yield | – | 5.4% |
| Ownership | ||
| Held by institutions | 82.9% | 80.3% |
| Held by insiders | 4.6% | 0.30% |
| Insider net buying, 12 months | −$21.4M | −$478K (better) |
| Superinvestors holding | 3 | 8 (better) |
| Short interest, % of float | 2.5% | 2.3% |
Go deeper
- AER stock overview
- AER income statement
- AER valuation and score
- SUNB stock overview
- SUNB income statement
- SUNB valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.