AerCap vs United Rentals
AER and URI 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 URI compare
United Rentals grew revenue faster over the last twelve months (6.9% versus 6.5% for AerCap).
AerCap keeps more of each dollar of sales as profit, with a net margin of 44.0% compared with 15.7% at United Rentals.
United Rentals pays a dividend yielding 0.66%; AerCap does not pay one.
United Rentals scores higher on the StockData Score (12 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 | URI |
|---|---|---|
| Size and price | ||
| Market cap | – | $72.8B |
| Share price | $158.52 | $1170.05 |
| Change, 1 year | 20.4% | 34.4% |
| Change, 5 years | 135% | 199% |
| Beta (5Y) | 0.99 | 1.43 |
| Employees | 668 | 1,800 |
| StockData Score | ||
| Total score | 7 | 12 (better) |
| Valuation score | 0 | 0 |
| Growth score | 0 | 2 (better) |
| Performance score | 3 | 5 (better) |
| Health score | 4 (better) | 3 |
| Dividend score | 0 | 2 (better) |
| Valuation | ||
| P/E | – | 28.1× |
| P/S | – | 4.3× |
| P/B | – | 7.9× |
| EV/EBITDA | – | 18.8× |
| PEG | – | 3.05 |
| Fair value | – | $684.53 |
| Margin of safety | – | −70.9% |
| Growth | ||
| Revenue growth (TTM) | 6.5% | 6.9% (better) |
| Revenue growth, 5Y average | 13.6% (better) | 13.5% |
| Net income growth (TTM) | 78.7% (better) | 4.0% |
| EPS growth (TTM) | 97.4% (better) | 7.7% |
| EPS growth, 5Y average | – | 25.9% |
| Profitability | ||
| Gross margin | – | 38.4% |
| Operating margin | – | 24.8% |
| Net margin | 44.0% (better) | 15.7% |
| Return on equity | 20.6% | 28.9% (better) |
| Return on invested capital | – | 13.8% |
| Financial health | ||
| Debt / equity | 0.00 | 1.54 (better) |
| Net debt / EBITDA | – | 3.06 |
| Current ratio | – | 0.76 |
| Altman Z-score | – | 3.67 |
| Piotroski F-score | 7 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | – | 0.66% |
| Payout ratio | 5.1% | 18.1% |
| Years of dividend growth | – | 2 |
| Buyback yield | – | 2.8% |
| Shareholder yield | – | 3.5% |
| Ownership | ||
| Held by institutions | 82.9% | 92.2% |
| Held by insiders | 4.6% | 0.29% |
| Insider net buying, 12 months | −$21.4M (better) | −$30.4M |
| Superinvestors holding | 3 (better) | 2 |
| Short interest, % of float | 2.5% | 2.3% |
Go deeper
- AER stock overview
- AER income statement
- AER valuation and score
- URI stock overview
- URI income statement
- URI valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.