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 $22.5B against $10.5B — 2.1× the size. Aercap Holdings N.V. trades at the lower P/E: 7.2× against 437×. Aercap Holdings N.V. grew revenue faster over the last twelve months: 12.2% against 3.02%. Aercap Holdings N.V. has the higher net margin (37.9% vs 0.47%) and the higher return on invested capital (3.84% vs 1.81%). Across the 21 metrics below, Aercap Holdings N.V. leads on 16 and U-Haul Holding Company on 5.

Valuation

Metric AER UHAL Rental & Leasing Services median
P/E 7.22 437.21 19.17
P/S 2.60 1.97 0.99
P/B 1.26 1.53 2.23
Price to free cash flow 3.59 n/m 8.31
EV/EBITDA 7.73 11.43 7.84
EV/Sales 7.17 3.12 2.53
Earnings yield 13.85% 0.23% 0.95%
Free cash flow yield 27.82% (4.51%) 1.43%

Profitability

Metric AER UHAL Rental & Leasing Services median
Gross margin 100.00% 28.88% 49.40%
Operating margin 61.91% 6.99% 8.49%
Net margin 37.85% 0.47% 1.01%
Free cash flow margin 72.28% (8.89%) 1.87%
Return on equity 18.66% 0.36% 12.13%
Return on assets 4.69% 0.13% 0.24%
Return on invested capital 3.84% 1.81% 2.80%

Growth

Metric AER UHAL Rental & Leasing Services median
Revenue growth (TTM) 12.24% 3.02% 3.21%
EPS growth (last fiscal year) 97.41% (85.80%) —
Revenue growth, 5-year CAGR 13.64% 5.86% 12.97%
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 1.06 1.48
Current ratio 0.28 1.77 1.36
Net debt to EBITDA 4.74 4.22 4.32

Dividend

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

Size

Metric AER UHAL Rental & Leasing Services median
Market cap 22.46b 10.54b 2.42b

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