AerCap Holdings NV (AER)vsDeere & Company (DE)
AER
AerCap Holdings NV
$146.85
+0.37%
INDUSTRIALS · Cap: $22.08B
DE
Deere & Company
$583.44
+1.49%
INDUSTRIALS · Cap: $155.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 445% more annual revenue ($47.34B vs $8.68B). AER leads profitability with a 45.2% profit margin vs 10.1%. AER appears more attractively valued with a PEG of 0.80. AER earns a higher WallStSmart Score of 85/100 (A-).
AER
Exceptional Buy85
out of 100
Grade: A-
DE
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-65.2%
Fair Value
$89.73
Current Price
$146.85
$57.12 premium
Intrinsic value data unavailable for DE.
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 21 in profit
Growing faster than its price suggests
Large-cap with strong market position
Areas to Watch
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
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 : DE
The strongest argument for DE centers on Market Cap.
Bear Case : AER
The primary concerns for AER are Free Cash Flow, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.34 is elevated, increasing financial risk.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 2.34 is elevated, increasing financial risk.
Key Dynamics to Monitor
AER profiles as a mature stock while DE is a declining play — different risk/reward profiles.
AER carries more volatility with a beta of 0.94 — expect wider price swings.
AER is growing revenue faster at 7.9% — sustainability is the question.
DE generates stronger free cash flow (874M), providing more financial flexibility.
Bottom Line
AER scores higher overall (85/100 vs 49/100), backed by strong 45.2% margins. 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.
Deere & Company
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
John Deere is the brand name of Deere & Company, an American corporation that manufactures agricultural, construction, and forestry machinery, diesel engines, drivetrains (axles, transmissions, gearboxes) used in heavy equipment, and lawn care equipment.
Compare with Other RENTAL & LEASING SERVICES Stocks
Want to dig deeper into these stocks?