AER vs. BA: AerCap vs. Boeing Stock Comparison

November 11, 2026

How do AerCap (AER) and Boeing (BA) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

AerCap (AER) and Boeing (BA) both fall under the Capital Goods industry group, but AER is classified in Trading Companies & Distributors while BA is classified in Aerospace & Defense.

Company profile comparison for AerCap (AER) and Boeing (BA)
Profile Item	AER	BA
Name	AerCap Holdings N.V.	The Boeing Company
Country/Region	Ireland	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Trading Companies & Distributors	Aerospace & Defense
GICS Sub-Industry	Trading Companies & Distributors	Aerospace & Defense
Market Capitalization	25.76 billion USD	137.41 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	November 21, 2006	January 2, 1962
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

AER

GSPC

AerCap (AER) vs. Boeing (BA), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…

Trailing total returns for AerCap (AER) and Boeing (BA). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…

Calendar-year total returns for AerCap (AER) and Boeing (BA). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for AerCap (AER) and Boeing (BA)
Metric	AER	BA
Total Return (1Y)	32.17%	-10.22%
Total Return (3Y, Annualized)	39.43%	-3.32%
Total Return (5Y, Annualized)	21.06%	-4.57%

Risk Profile

Drawdown History

AER

GSPC

AerCap (AER) vs. Boeing (BA), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…

Distribution of monthly total returns for AerCap (AER) and Boeing (BA). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for AerCap (AER) and Boeing (BA)
Metric	AER	BA
Volatility (1Y, Annualized)	26.10%	35.25%
Beta (5Y)	0.95	1.31
Max Drawdown (5Y)	-44.81%	-50.29%
Avg. Volume (3M)	1.13M	7.77M

Risk-Adjusted Performance

Risk-Return Positioning

AER and BA are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for AerCap (AER) and Boeing (BA)
Metric	AER	BA
Sharpe Ratio (1Y)	1.07	-0.41
Sortino Ratio (1Y)	1.59	-0.60

Profitability

ROE (TTM)

Capital efficiency shows on one side only: AerCap (AER) earns 17.00% on shareholders’ equity, ranked against its industry; Boeing (BA) has no ROE this period.

AER

Capital Goods industry group

17.00%

Max: 40.55%
Q3: 19.29%
AER: 17.00%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

BA

Capital Goods industry group

Max: 40.55%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%
BA: --

AerCap (AER) vs. Boeing (BA): BA does not report ROE, so it has no value marker; AER is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

AerCap (AER) at 34.47% converts revenue to bottom-line profit above its industry’s benchmark range, while Boeing (BA) at 8.07% keeps roughly the typical share for its industry.

AER

Capital Goods industry group

34.47%

AER: 34.47%
Max: 27.47%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

BA

Capital Goods industry group

8.07%

Max: 27.47%
Q3: 12.10%
BA: 8.07%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

AerCap (AER) vs. Boeing (BA): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

AerCap (AER) at 62.55% runs an above-range operating margin, while Boeing (BA) at 0.30% sits in the bottom quartile — a wide gap in core operating efficiency before financing and tax.

AER

Capital Goods industry group

62.55%

AER: 62.55%
Max: 36.60%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

BA

Capital Goods industry group

0.30%

Max: 36.60%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
BA: 0.30%
Min: -12.63%

AerCap (AER) vs. Boeing (BA): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for AerCap (AER) and Boeing (BA)
Metric	AER	BA
ROE (TTM)	17.00%	--
ROA (TTM)	4.52%	-0.11%
Net Margin (TTM)	34.47%	8.07%
Operating Margin (TTM)	62.55%	0.30%
Gross Margin (TTM)	63.02%	9.45%

Growth

Revenue Growth

Boeing (BA) at 34.50% sits in the top revenue growth quartile, while AerCap (AER) at 6.50% is closer to the peer norm — faster top-line expansion for BA.

AerCap (AER) vs. Boeing (BA): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: AerCap (AER) reports EPS growth of 97.41%, ranked against its industry; Boeing (BA) has no EPS growth figure this period.

AerCap (AER) vs. Boeing (BA): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for AerCap (AER) and Boeing (BA)
Metric	AER	BA
Revenue Growth (YoY)	6.50%	34.50%
Revenue Growth (3Y CAGR)	6.69%	10.33%
EPS Growth (YoY)	97.41%	--
EPS Growth (3Y CAGR)	--	--

Financial Strength

Current Ratio (MRQ)

AerCap (AER) at 1.45 keeps current ratio within its industry’s typical mid-range, while Boeing (BA) at 1.13 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for BA.

AER

Capital Goods industry group

1.45

Max: 5.22
Q3: 2.95
Median: 2.08
AER: 1.45
Q1: 1.43
Min: 0.36

BA

Capital Goods industry group

1.13

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
BA: 1.13
Min: 0.36

AerCap (AER) vs. Boeing (BA): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Both balance sheets lean debt-heavy versus peers, but BA is more stretched: AerCap (AER) at 2.33 sits in the higher-leverage quartile and Boeing (BA) at 7.39 is above its industry benchmark range.

AER

Capital Goods industry group

2.33

AER: 2.33
Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

BA

Capital Goods industry group

7.39

BA: 7.39
Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

AerCap (AER) vs. Boeing (BA): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for AerCap (AER) and Boeing (BA)
Metric	AER	BA
Current Ratio (MRQ)	1.45	1.13
Debt / Equity (MRQ)	2.33	7.39
Net Debt / EBITDA	7.77	13.81

Dividends

Dividend Yield (TTM)

Boeing (BA) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile AerCap (AER) reports a yield of 0.96%, ranking against industry peers normally.

AER

Capital Goods industry group

0.96%

Max: 2.66%
Q3: 1.14%
AER: 0.96%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

BA

Capital Goods industry group

0.00%

Max: 2.66%
Q3: 1.14%
Median: 0.24%
BA: 0.00%
Q1: 0.00%
Min: 0.00%

AerCap (AER) vs. Boeing (BA): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Boeing (BA) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile AerCap (AER) reports a payout of 7.52%, ranking against industry peers normally.

AER

Capital Goods industry group

7.52%

Max: 67.39%
Q3: 28.02%
AER: 7.52%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

BA

Capital Goods industry group

0.00%

Max: 67.39%
Q3: 28.02%
Median: 6.86%
BA: 0.00%
Q1: 0.00%
Min: 0.00%

AerCap (AER) vs. Boeing (BA): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for AerCap (AER) and Boeing (BA)
Metric	AER	BA
Dividend Yield (TTM)	0.96%	0.00%
Dividend Payout Ratio (TTM)	7.52%	0.00%

Valuation

P/E Ratio (TTM)

Both AerCap (AER) at 8.67 and Boeing (BA) at 17.89 sit in the cheaper earnings-multiple quartile for P/E ratio, with the market paying less for a dollar of trailing earnings than it pays for typical peers.

AER

Capital Goods industry group

8.67

Max: 59.38
Q3: 35.92
Median: 25.41
Q1: 19.47
AER: 8.67
Min: 3.03

BA

Capital Goods industry group

17.89

Max: 59.38
Q3: 35.92
Median: 25.41
Q1: 19.47
BA: 17.89
Min: 3.03

AerCap (AER) vs. Boeing (BA): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both AerCap (AER) at 2.84 and Boeing (BA) at 1.45 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

AER

Capital Goods industry group

2.84

Max: 7.54
Q3: 3.76
AER: 2.84
Median: 2.15
Q1: 1.03
Min: 0.03

BA

Capital Goods industry group

1.45

Max: 7.54
Q3: 3.76
Median: 2.15
BA: 1.45
Q1: 1.03
Min: 0.03

AerCap (AER) vs. Boeing (BA): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

AerCap (AER) at 1.36 sits in the lower P/B ratio quartile relative to book while Boeing (BA) at 20.99 prices above its industry range — a wide valuation gap against assets.

AER

Capital Goods industry group

1.36

Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
AER: 1.36
Min: -1.08

BA

Capital Goods industry group

20.99

BA: 20.99
Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

AerCap (AER) vs. Boeing (BA): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for AerCap (AER) and Boeing (BA)
Metric	AER	BA
P/E Ratio (TTM)	8.67	17.89
P/S Ratio (TTM)	2.84	1.45
P/B Ratio (MRQ)	1.36	20.99
Free Cash Flow Yield (TTM)	-6.60%	3.44%