AER vs. BE: AerCap vs. Bloom Energy Stock Comparison

November 11, 2026

How do AerCap (AER) and Bloom Energy (BE) 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 Bloom Energy (BE) both fall under the Capital Goods industry group, but AER is classified in Trading Companies & Distributors while BE is classified in Electrical Equipment.

Company profile comparison for AerCap (AER) and Bloom Energy (BE)
Profile Item	AER	BE
Name	AerCap Holdings N.V.	Bloom Energy Corp. Class A Common Stock
Country/Region	Ireland	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Trading Companies & Distributors	Electrical Equipment
GICS Sub-Industry	Trading Companies & Distributors	Heavy Electrical Equipment
Market Capitalization	25.76 billion USD	51.20 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	November 21, 2006	July 25, 2018
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

AER

GSPC

AerCap (AER) vs. Bloom Energy (BE), 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

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Trailing total returns for AerCap (AER) and Bloom Energy (BE). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for AerCap (AER) and Bloom Energy (BE)
Metric	AER	BE
Total Return (1Y)	32.17%	46.07%
Total Return (3Y, Annualized)	39.43%	162.89%
Total Return (5Y, Annualized)	21.06%	41.93%

Risk Profile

Drawdown History

AER

GSPC

AerCap (AER) vs. Bloom Energy (BE), 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

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

Risk Metrics

Bloom Energy (BE) carries a highly aggressive beta of 3.61, indicating much higher sensitivity to broad-market moves, whereas AerCap (AER) is closer to market-like at 0.95 — a noticeable difference in market-sensitivity profile.

Risk profile metrics for AerCap (AER) and Bloom Energy (BE)
Metric	AER	BE
Volatility (1Y, Annualized)	26.10%	112.64%
Beta (5Y)	0.95	3.61
Max Drawdown (5Y)	-44.81%	-74.98%
Avg. Volume (3M)	1.13M	15.48M

Risk-Adjusted Performance

Risk-Return Positioning

AER and BE 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 Bloom Energy (BE)
Metric	AER	BE
Sharpe Ratio (1Y)	1.07	0.37
Sortino Ratio (1Y)	1.59	0.57

Profitability

ROE (TTM)

Bloom Energy (BE) at 39.61% sits in the top ROE quartile, while AerCap (AER) at 17.00% is closer to the peer norm — stronger capital efficiency for BE.

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%

BE

Capital Goods industry group

39.61%

Max: 40.55%
BE: 39.61%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

AerCap (AER) vs. Bloom Energy (BE): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

AerCap (AER) at 34.47% keeps the most of each sales dollar — above its industry’s net margin range — and Bloom Energy (BE) at 13.53% also retains a top-quartile share.

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%

BE

Capital Goods industry group

13.53%

Max: 27.47%
BE: 13.53%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

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

Operating Margin (TTM)

AerCap (AER) at 62.55% shows unusually strong operating efficiency — above its industry’s operating margin range — and Bloom Energy (BE) at 18.49% also operates in the top quartile.

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%

BE

Capital Goods industry group

18.49%

Max: 36.60%
BE: 18.49%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

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

Profitability Metrics

Profitability metrics for AerCap (AER) and Bloom Energy (BE)
Metric	AER	BE
ROE (TTM)	17.00%	39.61%
ROA (TTM)	4.52%	7.45%
Net Margin (TTM)	34.47%	13.53%
Operating Margin (TTM)	62.55%	18.49%
Gross Margin (TTM)	63.02%	31.77%

Growth

Revenue Growth

Bloom Energy (BE) at 37.33% sits in the top revenue growth quartile, while AerCap (AER) at 6.50% is closer to the peer norm — faster top-line expansion for BE.

AerCap (AER) vs. Bloom Energy (BE): 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; Bloom Energy (BE) has no EPS growth figure this period.

AerCap (AER) vs. Bloom Energy (BE): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for AerCap (AER) and Bloom Energy (BE)
Metric	AER	BE
Revenue Growth (YoY)	6.50%	37.33%
Revenue Growth (3Y CAGR)	6.69%	19.06%
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 Bloom Energy (BE) at 3.74 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.

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

BE

Capital Goods industry group

3.74

Max: 5.22
BE: 3.74
Q3: 2.95
Median: 2.08
Q1: 1.43
Min: 0.36

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

Debt / Equity (MRQ)

Both AerCap (AER) at 2.33 and Bloom Energy (BE) at 1.42 lean more heavily on debt funding than most peers, landing in the higher-leverage quartile of their industries.

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

BE

Capital Goods industry group

1.42

Max: 2.33
BE: 1.42
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

AerCap (AER) vs. Bloom Energy (BE): 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 Bloom Energy (BE)
Metric	AER	BE
Current Ratio (MRQ)	1.45	3.74
Debt / Equity (MRQ)	2.33	1.42
Net Debt / EBITDA	7.77	0.50

Dividends

Dividend Yield (TTM)

Bloom Energy (BE) 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%

BE

Capital Goods industry group

0.00%

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

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

Dividend Payout Ratio (TTM)

Bloom Energy (BE) 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%

BE

Capital Goods industry group

0.00%

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

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

Dividend Metrics

Dividend metrics for AerCap (AER) and Bloom Energy (BE)
Metric	AER	BE
Dividend Yield (TTM)	0.96%	0.00%
Dividend Payout Ratio (TTM)	7.52%	0.00%

Valuation

P/E Ratio (TTM)

AerCap (AER) at 8.67 sits in the cheaper P/E ratio quartile, while Bloom Energy (BE) at 104.99 trades above its peer range — a wide earnings-valuation gap relative to industry 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

BE

Capital Goods industry group

104.99

BE: 104.99
Max: 59.38
Q3: 35.92
Median: 25.41
Q1: 19.47
Min: 3.03

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

P/S Ratio (TTM)

AerCap (AER) at 2.84 prices around its industry’s typical P/S ratio, while Bloom Energy (BE) at 13.37 clears its benchmark range — BE looks notably rich on sales.

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

BE

Capital Goods industry group

13.37

BE: 13.37
Max: 7.54
Q3: 3.76
Median: 2.15
Q1: 1.03
Min: 0.03

AerCap (AER) vs. Bloom Energy (BE): 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 Bloom Energy (BE) at 26.49 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

BE

Capital Goods industry group

26.49

BE: 26.49
Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

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

Valuation Metrics

Valuation metrics for AerCap (AER) and Bloom Energy (BE)
Metric	AER	BE
P/E Ratio (TTM)	8.67	104.99
P/S Ratio (TTM)	2.84	13.37
P/B Ratio (MRQ)	1.36	26.49
Free Cash Flow Yield (TTM)	-6.60%	-0.00%