Air Lease Corporation (AL)vsUnited Rentals Inc (URI)
AL
Air Lease Corporation
$65.00
0.00%
INDUSTRIALS · Cap: $7.28B
URI
United Rentals Inc
$937.00
-0.75%
INDUSTRIALS · Cap: $59.15B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 443% more annual revenue ($16.36B vs $3.02B). AL leads profitability with a 36.1% profit margin vs 15.3%. 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-
URI
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.5%
Fair Value
$123.20
Current Price
$65.00
$58.20 discount
Intrinsic value data unavailable for URI.
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
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
Expensive relative to growth rate
Grey zone — moderate risk
Weak financial health signals
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 : 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 : AL
The primary concerns for AL are Free Cash Flow, Altman Z-Score.
Bear Case : URI
The primary concerns for URI are PEG Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
AL profiles as a growth stock while URI is a mature play — different risk/reward profiles.
URI carries more volatility with a beta of 1.83 — expect wider price swings.
AL is growing revenue faster at 15.1% — sustainability is the question.
URI generates stronger free cash flow (681M), providing more financial flexibility.
Bottom Line
AL scores higher overall (84/100 vs 64/100), 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.
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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