AerCap Holdings NV (AER)vsUnited Rentals Inc (URI)
AER
AerCap Holdings NV
$146.85
+0.37%
INDUSTRIALS · Cap: $22.08B
URI
United Rentals Inc
$1,067.77
-1.55%
INDUSTRIALS · Cap: $67.91B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 89% more annual revenue ($16.36B vs $8.68B). AER leads profitability with a 45.2% profit margin vs 15.3%. 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-
URI
Buy62
out of 100
Grade: C+
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 URI.
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
Every $100 of equity generates 28 in profit
Strong operational efficiency at 23.1%
Areas to Watch
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate 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 45.2% and operating margin at 60.9%. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bull Case : URI
The strongest argument for URI centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 15.3% and operating margin at 23.1%.
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 : URI
The primary concerns for URI are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 1.67 is elevated, increasing financial risk.
Key Dynamics to Monitor
URI carries more volatility with a beta of 1.82 — expect wider price swings.
AER is growing revenue faster at 7.9% — sustainability is the question.
URI generates stronger free cash flow (681M), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AER scores higher overall (85/100 vs 62/100), backed by strong 45.2% margins. Both earn "Exceptional 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.
United Rentals Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
United Rentals, Inc. (NYSE: URI) is the world's largest equipment rental company, with about 13 percent of the North American market share as of 2019.
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