AerCap Holdings NV (AER)vsUnited Rentals Inc (URI)
AER
AerCap Holdings NV
$131.60
-1.33%
INDUSTRIALS · Cap: $23.39B
URI
United Rentals Inc
$710.47
-1.32%
INDUSTRIALS · Cap: $47.29B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 89% more annual revenue ($16.10B vs $8.52B). AER leads profitability with a 44.0% profit margin vs 15.5%. AER appears more attractively valued with a PEG of 0.80. AER earns a higher WallStSmart Score of 79/100 (B+).
AER
Strong Buy79
out of 100
Grade: B+
URI
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.5%
Fair Value
$375.67
Current Price
$131.60
$244.07 discount
Margin of Safety
-232.6%
Fair Value
$262.75
Current Price
$710.47
$447.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 48.0%
Every $100 of equity generates 21 in profit
Growing faster than its price suggests
Every $100 of equity generates 28 in profit
Strong operational efficiency at 25.2%
Areas to Watch
Negative free cash flow — burning cash
Distress zone — elevated risk
2.8% revenue growth
Grey zone — moderate risk
Weak financial health signals
Earnings declined 1.9%
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 44.0% and operating margin at 48.0%. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bull Case : URI
The strongest argument for URI centers on Return on Equity, Operating Margin. Profitability is solid with margins at 15.5% and operating margin at 25.2%. PEG of 1.21 suggests the stock is reasonably priced for its growth.
Bear Case : AER
The primary concerns for AER are Free Cash Flow, Altman Z-Score.
Bear Case : URI
The primary concerns for URI are Revenue Growth, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
AER profiles as a mature stock while URI is a value play — different risk/reward profiles.
URI carries more volatility with a beta of 1.65 — expect wider price swings.
AER is growing revenue faster at 8.3% — sustainability is the question.
URI generates stronger free cash flow (577M), providing more financial flexibility.
Bottom Line
AER scores higher overall (79/100 vs 60/100), backed by strong 44.0% margins. 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.
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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