Aercap Holdings N.V. (AER) vs GATX Corporation (GATX)
Aercap Holdings N.V. and GATX Corporation are both Rental & Leasing Services companies. Aercap Holdings N.V. is the larger, with a market value of $22.5B against $6.5B — 3.5× the size. Aercap Holdings N.V. trades at the lower P/E: 7.2× against 18.2×. GATX Corporation grew revenue faster over the last twelve months: 22.8% against 12.2%. Aercap Holdings N.V. has the higher net margin (37.9% vs 17.6%) and the higher return on invested capital (3.84% vs 2.46%). Both pay a dividend; GATX Corporation yields more (1.85% vs 0.01%). Across the 22 metrics below, Aercap Holdings N.V. leads on 18 and GATX Corporation on 4.
Valuation
Profitability
| Metric | AER | GATX | Rental & Leasing Services median |
|---|---|---|---|
| Gross margin | 100.00% | 73.63% | 49.40% |
| Operating margin | 61.91% | 29.05% | 8.49% |
| Net margin | 37.85% | 17.64% | 1.01% |
| Free cash flow margin | 72.28% | (226.65%) | 1.87% |
| Return on equity | 18.66% | 11.57% | 12.13% |
| Return on assets | 4.69% | 2.34% | 0.24% |
| Return on invested capital | 3.84% | 2.46% | 2.80% |
Growth
Health
Dividend
Size
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