Air Lease Corporation (AL)vsRyder System Inc (R)
AL
Air Lease Corporation
$64.74
+0.06%
INDUSTRIALS · Cap: $7.25B
R
Ryder System Inc
$203.64
-0.58%
INDUSTRIALS · Cap: $8.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Ryder System Inc generates 320% more annual revenue ($12.66B vs $3.02B). AL leads profitability with a 36.1% profit margin vs 3.9%. AL appears more attractively valued with a PEG of 0.49. AL earns a higher WallStSmart Score of 84/100 (A-).
AL
Exceptional Buy84
out of 100
Grade: A-
R
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.1%
Fair Value
$434.77
Current Price
$64.74
$370.03 discount
Margin of Safety
-30.3%
Fair Value
$166.74
Current Price
$203.64
$36.90 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 55.3%
Earnings expanding 80.9% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Negative free cash flow — burning cash
Distress zone — elevated risk
4.5% earnings growth
3.9% margin — thin
Revenue declined 0.4%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AL
The strongest argument for AL centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 36.1% and operating margin at 55.3%. Revenue growth of 15.1% demonstrates continued momentum.
Bull Case : R
The strongest argument for R centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.86 suggests the stock is reasonably priced for its growth.
Bear Case : AL
The primary concerns for AL are Free Cash Flow, Altman Z-Score.
Bear Case : R
The primary concerns for R are EPS Growth, Profit Margin, Revenue Growth. Debt-to-equity of 2.84 is elevated, increasing financial risk. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
AL profiles as a growth stock while R is a value play — different risk/reward profiles.
AL carries more volatility with a beta of 1.12 — expect wider price swings.
AL is growing revenue faster at 15.1% — sustainability is the question.
R generates stronger free cash flow (344M), providing more financial flexibility.
Bottom Line
AL scores higher overall (84/100 vs 56/100), backed by strong 36.1% margins and 15.1% revenue growth. 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.
Air Lease Corporation
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Air Lease Corporation, an aircraft leasing company, is engaged in the purchase and leasing of new commercial jet aircraft to airlines around the world. The company is headquartered in Los Angeles, California.
Ryder System Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Ryder System, Inc. is a global transportation and logistics company. The company is headquartered in Miami, Florida.
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