AerCap Holdings NV (AER)vsCustom Truck One Source Inc (CTOS)
AER
AerCap Holdings NV
$150.00
+1.02%
INDUSTRIALS · Cap: $23.41B
CTOS
Custom Truck One Source Inc
$9.70
-0.72%
INDUSTRIALS · Cap: $2.30B
Smart Verdict
WallStSmart Research — data-driven comparison
AerCap Holdings NV generates 338% more annual revenue ($8.68B vs $1.98B). AER leads profitability with a 45.2% profit margin vs -0.9%. AER earns a higher WallStSmart Score of 85/100 (A-).
AER
Exceptional Buy85
out of 100
Grade: A-
CTOS
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-35.3%
Fair Value
$109.60
Current Price
$150.00
$40.40 premium
Margin of Safety
+50.7%
Fair Value
$14.39
Current Price
$9.70
$4.69 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 45 of every $100 in revenue as profit
Strong operational efficiency at 60.9%
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Negative free cash flow — burning cash
Distress zone — elevated risk
ROE of -2.1% — below average capital efficiency
Earnings declined 26.5%
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : AER
The strongest argument for AER centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 45.2% and operating margin at 60.9%. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bull Case : CTOS
The strongest argument for CTOS centers on Price/Book.
Bear Case : AER
The primary concerns for AER are Free Cash Flow, Altman Z-Score.
Bear Case : CTOS
The primary concerns for CTOS are Return on Equity, EPS Growth, Profit Margin.
Key Dynamics to Monitor
AER profiles as a mature stock while CTOS is a turnaround play — different risk/reward profiles.
CTOS carries more volatility with a beta of 1.12 — expect wider price swings.
CTOS is growing revenue faster at 9.3% — sustainability is the question.
CTOS generates stronger free cash flow (14M), providing more financial flexibility.
Bottom Line
AER scores higher overall (85/100 vs 36/100), backed by strong 45.2% margins. CTOS offers better value entry with a 50.7% margin of safety. Both earn "Exceptional Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
AerCap Holdings NV
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
AerCap Holdings NV is engaged in the leasing, financing, sale and management of commercial aircraft and engines in mainland China, Hong Kong, Macau, the United States, Ireland and internationally. The company is headquartered in Dublin, Ireland.
Custom Truck One Source Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Custom Truck One Source, Inc. provides specialized equipment rental services to the electrical, telecommunications, and railroad transmission and distribution industries in North America. The company is headquartered in Kansas City, Missouri.
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