Aercap Holdings N.V. (AER) vs U-Haul Holding Company (UHAL)

Aercap Holdings N.V. and U-Haul Holding Company are both Rental & Leasing Services companies. Aercap Holdings N.V. is the larger, with a market value of $25.7B against $10.2B — 2.5× the size. Aercap Holdings N.V. trades at the lower P/E: 8.4× against 416×. Aercap Holdings N.V. grew revenue faster over the last twelve months: 8.68% against 2.84%. Aercap Holdings N.V. has the higher net margin (34.5% vs 0.97%) and the higher return on invested capital (3.46% vs 1.98%). Across the 21 metrics below, Aercap Holdings N.V. leads on 17 and U-Haul Holding Company on 4.

Valuation

Metric AER UHAL Rental & Leasing Services median
P/E 8.40 415.64 20.11
P/S 2.79 1.86 1.11
P/B 1.36 1.46 2.44
Price to free cash flow 3.82 n/m 11.04
EV/EBITDA 8.34 11.21 8.70
EV/Sales 7.27 3.03 2.87
Earnings yield 11.91% 0.24% 3.40%
Free cash flow yield 26.18% (4.01%) 0.63%

Profitability

Metric AER UHAL Rental & Leasing Services median
Gross margin 100.00% 0.00% 48.46%
Operating margin 56.96% 7.71% 8.37%
Net margin 34.46% 0.97% 1.97%
Free cash flow margin 73.14% (7.44%) 2.91%
Return on equity 17.00% 0.00% 12.31%
Return on assets 4.34% 0.28% 0.88%
Return on invested capital 3.46% 1.98% 2.86%

Growth

Metric AER UHAL Rental & Leasing Services median
Revenue growth (TTM) 8.68% 2.84% 4.47%
EPS growth (last fiscal year) 97.41% (85.80%) 1.04%
Revenue growth, 5-year CAGR 13.64% 5.86% 11.45%
Net income growth, 5-year CAGR 0.00% (38.90%) 0.00%

Health

Metric AER UHAL Rental & Leasing Services median
Debt to equity 2.32 1.07 1.28
Current ratio 0.41 0.00 1.01
Net debt to EBITDA 4.74 4.22 4.19

Dividend

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

Size

Metric AER UHAL Rental & Leasing Services median
Market cap 25.66b 10.24b 3.37b

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