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 (9.4% versus 6.5% for AerCap).
AerCap keeps more of each dollar of sales as profit, with a net margin of 44.0% compared with 16.3% at United Rentals.
United Rentals pays a dividend yielding 0.53%; AerCap does not pay one.
United Rentals scores higher on the StockData Score (14 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 | – | $69.6B |
| Share price | $175.69 | $1124.56 |
| Change, 1 year | 27.6% | 30.7% |
| Change, 5 years | 183% | 200% |
| Beta (5Y) | 0.96 | 1.44 |
| Employees | 668 | 1,800 |
| StockData Score | ||
| Total score | 7 | 14 (better) |
| Valuation score | 0 | 0 |
| Growth score | 0 | 3 (better) |
| Performance score | 3 | 6 (better) |
| Health score | 4 (better) | 3 |
| Dividend score | 0 | 2 (better) |
| Valuation | ||
| P/E | – | 24.7× |
| P/S | – | 4.0× |
| P/B | – | 7.2× |
| EV/EBITDA | – | 17.1× |
| PEG | – | 2.69 |
| Fair value | – | $763.80 |
| Margin of safety | – | −47.2% |
| Growth | ||
| Revenue growth (TTM) | 6.5% | 9.4% (better) |
| Revenue growth, 5Y average | 13.6% (better) | 13.5% |
| Net income growth (TTM) | 78.7% (better) | 12.9% |
| EPS growth (TTM) | 97.4% (better) | 17.0% |
| EPS growth, 5Y average | – | 25.9% |
| Profitability | ||
| Gross margin | – | 39.1% |
| Operating margin | – | 25.5% |
| Net margin | 44.0% (better) | 16.3% |
| Return on equity | 20.6% | 30.6% (better) |
| Return on invested capital | – | 14.3% |
| Financial health | ||
| Debt / equity | 0.00 | 1.51 (better) |
| Net debt / EBITDA | – | 2.95 |
| Current ratio | – | 0.80 |
| Altman Z-score | – | 3.51 |
| Piotroski F-score | 7 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | – | 0.53% |
| Payout ratio | 5.1% | 17.0% |
| Years of dividend growth | – | 2 |
| Buyback yield | – | 2.6% |
| Shareholder yield | – | 3.1% |
| Ownership | ||
| Held by institutions | 82.9% | 92.7% |
| Held by insiders | 4.6% | 0.29% |
| Insider net buying, 12 months | −$33.4M | −$30.4M (better) |
| Superinvestors holding | 3 (better) | 2 |
| Short interest, % of float | 1.1% | 2.2% |
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.