Air Lease Corporation (AL)vsSunbelt Rentals Holdings, Inc. (SUNB)
AL
Air Lease Corporation
$64.74
+0.06%
INDUSTRIALS · Cap: $7.25B
SUNB
Sunbelt Rentals Holdings, Inc.
$69.61
+3.69%
INDUSTRIALS · Cap: $27.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Sunbelt Rentals Holdings, Inc. generates 262% more annual revenue ($10.93B vs $3.02B). AL leads profitability with a 36.1% profit margin vs 12.7%. 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-
SUNB
Hold50
out of 100
Grade: D+
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
N/A
Fair Value
$22.17
Current Price
$69.61
$47.44 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
Generating 1.5B in free cash flow
Areas to Watch
Negative free cash flow — burning cash
Distress zone — elevated risk
2.7% revenue growth
Earnings declined 6.8%
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 : SUNB
The strongest argument for SUNB centers on Free Cash Flow. PEG of 1.04 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 : SUNB
The primary concerns for SUNB are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
AL profiles as a growth stock while SUNB is a value play — different risk/reward profiles.
SUNB carries more volatility with a beta of 1.65 — expect wider price swings.
AL is growing revenue faster at 15.1% — sustainability is the question.
SUNB generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
AL scores higher overall (84/100 vs 50/100), backed by strong 36.1% margins and 15.1% revenue growth. Both earn "Exceptional 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.
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.
Sunbelt Rentals Holdings, Inc.
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Sunbelt Rentals Holdings, Inc., engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada. The company is headquartered in Fort Mill, South Carolina.
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