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 $22.5B against $4.1B — 5.4× the size. Aercap Holdings N.V. trades at the lower P/E: 7.2× against 19.3×. Aercap Holdings N.V. has the higher net margin (37.9% vs 1.03%) and the lower return on invested capital (3.84% vs 23.5%). Across the 18 metrics below, Aercap Holdings N.V. leads on 12 and EquipmentShare.com Inc. on 6.

Valuation

Metric AER EQPT Rental & Leasing Services median
P/E 7.22 19.32 19.17
P/S 2.60 0.85 0.99
P/B 1.26 3.62 2.23
Price to free cash flow 3.59 n/m 8.31
EV/EBITDA 7.73 3.80 7.84
EV/Sales 7.17 1.51 2.53
Earnings yield 13.85% 5.18% 0.95%
Free cash flow yield 27.82% (38.71%) 1.43%

Profitability

Metric AER EQPT Rental & Leasing Services median
Gross margin 100.00% 49.70% 49.40%
Operating margin 61.91% 33.57% 8.49%
Net margin 37.85% 1.03% 1.01%
Free cash flow margin 72.28% (32.95%) 1.87%
Return on equity 18.66% 0.00% 12.13%
Return on assets 4.69% 1.49% 0.24%
Return on invested capital 3.84% 23.50% 2.80%

Growth

Metric AER EQPT Rental & Leasing Services median
Revenue growth (TTM) 12.24% — 3.21%
EPS growth (last fiscal year) 97.41% (74.36%) —
Revenue growth, 5-year CAGR 13.64% — 12.97%
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 1.48
Current ratio 0.28 2.42 1.36
Net debt to EBITDA 4.74 4.59 4.32

Dividend

Metric AER EQPT Rental & Leasing Services median
Dividend yield 0.01% — 1.59%
Payout ratio 0.00 — 0.00

Size

Metric AER EQPT Rental & Leasing Services median
Market cap 22.46b 4.14b 2.42b

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