AerCap Holdings NV (AER)vsUnited Rentals Inc (URI)
AER
AerCap Holdings NV
$169.64
+2.09%
INDUSTRIALS · Cap: $24.25B
URI
United Rentals Inc
$1,055.57
+1.13%
INDUSTRIALS · Cap: $72.45B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 93% more annual revenue ($17.50B vs $9.07B). AER leads profitability with a 34.5% profit margin vs 16.3%. AER appears more attractively valued with a PEG of 0.80. URI earns a higher WallStSmart Score of 72/100 (B).
AER
Strong Buy71
out of 100
Grade: B
URI
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-50.1%
Fair Value
$98.76
Current Price
$169.64
$70.88 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 35 of every $100 in revenue as profit
Strong operational efficiency at 62.5%
Growing faster than its price suggests
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Strong operational efficiency at 29.2%
15.7% revenue growth
Earnings expanding 35.4% YoY
Areas to Watch
4.6% revenue growth
Earnings declined 11.6%
Distress zone — elevated risk
Elevated debt levels
Moderate valuation
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
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 : URI
The strongest argument for URI centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 16.3% and operating margin at 29.2%. Revenue growth of 15.7% demonstrates continued momentum.
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 : URI
The primary concerns for URI are P/E Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 1.64 is elevated, increasing financial risk.
Key Dynamics to Monitor
AER profiles as a value stock while URI is a growth play — different risk/reward profiles.
URI carries more volatility with a beta of 1.83 — expect wider price swings.
URI is growing revenue faster at 15.7% — sustainability is the question.
AER generates stronger free cash flow (47M), providing more financial flexibility.
Bottom Line
URI scores higher overall (72/100 vs 71/100), backed by strong 16.3% margins and 15.7% revenue growth. Both earn "Strong Buy" and "Strong 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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