Aercap Holdings N.V. (AER) vs WillScot Holdings Corporation (WSC)
Aercap Holdings N.V. and WillScot Holdings Corporation are both Rental & Leasing Services companies. Aercap Holdings N.V. is the larger, with a market value of $22.5B against $3.2B — 7.0× the size. WillScot Holdings Corporation has negative trailing earnings, so its P/E is not meaningful; Aercap Holdings N.V. trades at 7.2×. Aercap Holdings N.V. grew revenue faster over the last twelve months: 12.2% against −2.51%. Aercap Holdings N.V. has the higher net margin (37.9% vs −3.00%) and the higher return on invested capital (3.84% vs 2.13%). Across the 20 metrics below, Aercap Holdings N.V. leads on 17 and WillScot Holdings Corporation on 3.
Valuation
Profitability
| Metric | AER | WSC | Rental & Leasing Services median |
|---|---|---|---|
| Gross margin | 100.00% | 64.16% | 49.40% |
| Operating margin | 61.91% | 6.51% | 8.49% |
| Net margin | 37.85% | (3.00%) | 1.01% |
| Free cash flow margin | 72.28% | 16.18% | 1.87% |
| Return on equity | 18.66% | (7.08%) | 12.13% |
| Return on assets | 4.69% | (1.15%) | 0.24% |
| Return on invested capital | 3.84% | 2.13% | 2.80% |
Growth
Health
Dividend
Size
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