AerCap Holdings NV (AER)vsU-Haul Holding Company (UHAL)
AER
AerCap Holdings NV
$169.64
+2.09%
INDUSTRIALS · Cap: $24.25B
UHAL
U-Haul Holding Company
$56.74
-3.63%
INDUSTRIALS · Cap: $10.87B
Smart Verdict
WallStSmart Research — data-driven comparison
AerCap Holdings NV generates 49% more annual revenue ($9.07B vs $6.09B). AER leads profitability with a 34.5% profit margin vs 1.1%. AER appears more attractively valued with a PEG of 0.80. AER earns a higher WallStSmart Score of 71/100 (B).
AER
Strong Buy71
out of 100
Grade: B
UHAL
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-50.1%
Fair Value
$98.76
Current Price
$169.64
$70.88 premium
Margin of Safety
+87.2%
Fair Value
$380.16
Current Price
$56.74
$323.42 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 62.5%
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
4.6% revenue growth
Earnings declined 11.6%
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
3.2% revenue growth
ROE of 0.6% — below average capital efficiency
1.1% margin — thin
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 34.5% and operating margin at 62.5%. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bull Case : UHAL
The strongest argument for UHAL centers on Price/Book.
Bear Case : AER
The primary concerns for AER are Revenue Growth, EPS Growth, Altman Z-Score. Debt-to-equity of 2.32 is elevated, increasing financial risk.
Bear Case : UHAL
The primary concerns for UHAL are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 397.3x leaves little room for execution misses. Thin 1.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
UHAL carries more volatility with a beta of 1.11 — expect wider price swings.
AER is growing revenue faster at 4.6% — sustainability is the question.
AER generates stronger free cash flow (47M), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AER scores higher overall (71/100 vs 46/100), backed by strong 34.5% margins. UHAL offers better value entry with a 87.2% margin of safety. Both earn "Strong 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.
U-Haul Holding Company
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
AMERCO is a DIY warehousing and moving operator for household and commercial items in the United States and Canada. The company is headquartered in Reno, Nevada.
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