AerCap Holdings NV (AER)vsGE Aerospace (GE)
AER
AerCap Holdings NV
$141.50
+0.76%
INDUSTRIALS · Cap: $22.56B
GE
GE Aerospace
$323.66
-0.15%
INDUSTRIALS · Cap: $335.82B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 465% more annual revenue ($50.64B vs $8.96B). AER leads profitability with a 37.9% profit margin vs 17.7%. AER appears more attractively valued with a PEG of 0.80. AER earns a higher WallStSmart Score of 75/100 (B).
AER
Strong Buy75
out of 100
Grade: B
GE
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-58.1%
Fair Value
$93.75
Current Price
$141.50
$47.75 premium
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 57.5%
Growing faster than its price suggests
Mega-cap, among the largest globally
Every $100 of equity generates 51 in profit
Strong operational efficiency at 20.6%
Revenue surging 21.1% year-over-year
Generating 2.9B in free cash flow
Areas to Watch
Earnings declined 35.3%
Distress zone — elevated risk
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 19.0x book value
Distress zone — elevated risk
Elevated debt levels
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 37.9% and operating margin at 57.5%. Revenue growth of 14.9% demonstrates continued momentum.
Bull Case : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.7% and operating margin at 20.6%. Revenue growth of 21.1% demonstrates continued momentum.
Bear Case : AER
The primary concerns for AER are EPS Growth, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.32 is elevated, increasing financial risk.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
AER profiles as a mature stock while GE is a growth play — different risk/reward profiles.
GE carries more volatility with a beta of 1.35 — expect wider price swings.
GE is growing revenue faster at 21.1% — sustainability is the question.
GE generates stronger free cash flow (2.9B), providing more financial flexibility.
Bottom Line
AER scores higher overall (75/100 vs 65/100), backed by strong 37.9% margins and 14.9% revenue growth. Both earn "Strong Buy" and "Buy" 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.
GE Aerospace
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Electric Company (GE) is an American multinational conglomerate incorporated in New York City and headquartered in Boston. As of 2018, the company operates through the following segments: aviation, healthcare, power, renewable energy, digital industry, additive manufacturing and venture capital and finance.
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