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Aercap Holdings N.V. (AER) vs EquipmentShare.com Inc. (EQPT)

Aercap Holdings N.V. and EquipmentShare.com Inc. are both Rental & Leasing Services companies. Aercap Holdings N.V. is the larger, with a market value of $25.7B against $3.5B — 7.4× the size. Aercap Holdings N.V. trades at the lower P/E: 8.4× against 15.4×. Aercap Holdings N.V. has the higher net margin (34.5% vs 1.03%) and the lower return on invested capital (3.46% vs 23.5%). Across the 18 metrics below, Aercap Holdings N.V. leads on 11 and EquipmentShare.com Inc. on 7.

Valuation

Metric AER EQPT Rental & Leasing Services median
P/E 8.40 15.37 20.11
P/S 2.79 0.68 1.11
P/B 1.36 2.88 2.44
Price to free cash flow 3.82 n/m 11.04
EV/EBITDA 8.34 3.36 8.70
EV/Sales 7.27 1.33 2.87
Earnings yield 11.91% 6.51% 3.40%
Free cash flow yield 26.18% (48.66%) 0.63%

Profitability

Metric AER EQPT Rental & Leasing Services median
Gross margin 100.00% 49.70% 48.46%
Operating margin 56.96% 33.57% 8.37%
Net margin 34.46% 1.03% 1.97%
Free cash flow margin 73.14% (32.95%) 2.91%
Return on equity 17.00% 0.00% 12.31%
Return on assets 4.34% 1.49% 0.88%
Return on invested capital 3.46% 23.50% 2.86%

Growth

Metric AER EQPT Rental & Leasing Services median
Revenue growth (TTM) 8.68% — 4.47%
EPS growth (last fiscal year) 97.41% 102.08% 1.04%
Revenue growth, 5-year CAGR 13.64% — 11.45%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric AER EQPT Rental & Leasing Services median
Debt to equity 2.32 3.16 1.28
Current ratio 0.41 2.42 1.01
Net debt to EBITDA 4.74 4.59 4.19

Dividend

Metric AER EQPT Rental & Leasing Services median
Dividend yield 0.88% — 1.38%
Payout ratio 0.08 — 0.24

Size

Metric AER EQPT Rental & Leasing Services median
Market cap 25.66b 3.47b 3.37b

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