AER vs. DE: AerCap vs. Deere Stock Comparison
How do AerCap (AER) and Deere (DE) 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 Deere (DE) both fall under the Capital Goods industry group, but AER is classified in Trading Companies & Distributors while DE is classified in Machinery.
| Profile Item | AER | DE |
|---|---|---|
| Name | AerCap Holdings N.V. | Deere & Company |
| Country/Region | Ireland | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Trading Companies & Distributors | Machinery |
| GICS Sub-Industry | Trading Companies & Distributors | Agricultural & Farm Machinery |
| Market Capitalization | 25.76 billion USD | 181.09 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | November 21, 2006 | June 1, 1972 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | AER | DE |
|---|---|---|
| Total Return (1Y) | 32.17% | 49.27% |
| Total Return (3Y, Annualized) | 39.43% | 24.81% |
| Total Return (5Y, Annualized) | 21.06% | 15.67% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | AER | DE |
|---|---|---|
| Volatility (1Y, Annualized) | 26.10% | 33.18% |
| Beta (5Y) | 0.95 | 0.88 |
| Max Drawdown (5Y) | -44.81% | -33.81% |
| Avg. Volume (3M) | 1.13M | 1.23M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | AER | DE |
|---|---|---|
| Sharpe Ratio (1Y) | 1.07 | 1.36 |
| Sortino Ratio (1Y) | 1.59 | 2.26 |
Profitability
ROE (TTM)
Both AerCap (AER) at 17.00% and Deere (DE) at 18.24% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
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%
DE
Capital Goods industry group
18.24%
- Max
- 40.55%
- Q3
- 19.29%
- DE
- 18.24%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
AerCap (AER) at 34.47% converts revenue to bottom-line profit above its industry’s benchmark range, while Deere (DE) at 10.17% 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%
DE
Capital Goods industry group
10.17%
- Max
- 27.47%
- Q3
- 12.10%
- DE
- 10.17%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
AerCap (AER) at 62.55% turns sales into operating profit above its industry’s benchmark range, while Deere (DE) at 13.37% operates around its industry’s norm.
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%
DE
Capital Goods industry group
13.37%
- Max
- 36.60%
- Q3
- 18.33%
- DE
- 13.37%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | AER | DE |
|---|---|---|
| ROE (TTM) | 17.00% | 18.24% |
| ROA (TTM) | 4.52% | 3.76% |
| Net Margin (TTM) | 34.47% | 10.17% |
| Operating Margin (TTM) | 62.55% | 13.37% |
| Gross Margin (TTM) | 63.02% | 25.18% |
Growth
Revenue Growth
AerCap (AER) at 6.50% is around its peer norm for revenue growth, while Deere (DE) at -11.59% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
AerCap (AER) at 97.41% sits in the top EPS growth quartile, while Deere (DE) at -27.79% is in the bottom quartile, showing a clear gap in earnings momentum.
Growth Metrics
| Metric | AER | DE |
|---|---|---|
| Revenue Growth (YoY) | 6.50% | -11.59% |
| Revenue Growth (3Y CAGR) | 6.69% | -4.50% |
| EPS Growth (YoY) | 97.41% | -27.79% |
| EPS Growth (3Y CAGR) | -- | -7.37% |
Financial Strength
Current Ratio (MRQ)
Both AerCap (AER) at 1.45 and Deere (DE) at 2.13 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity 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
DE
Capital Goods industry group
2.13
- Max
- 5.22
- Q3
- 2.95
- DE
- 2.13
- Median
- 2.08
- Q1
- 1.43
- Min
- 0.36
Debt / Equity (MRQ)
Both AerCap (AER) at 2.33 and Deere (DE) at 2.30 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
DE
Capital Goods industry group
2.30
- Max
- 2.33
- DE
- 2.30
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | AER | DE |
|---|---|---|
| Current Ratio (MRQ) | 1.45 | 2.13 |
| Debt / Equity (MRQ) | 2.33 | 2.30 |
| Net Debt / EBITDA | 7.77 | 6.70 |
Dividends
Dividend Yield (TTM)
Both AerCap (AER) at 0.96% and Deere (DE) at 0.98% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
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%
DE
Capital Goods industry group
0.98%
- Max
- 2.66%
- Q3
- 1.14%
- DE
- 0.98%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
AerCap (AER) at 7.52% pays out a band-typical share of earnings, while Deere (DE) at 36.02% distributes more than its industry norm — less retained, thinner cover.
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%
DE
Capital Goods industry group
36.02%
- Max
- 67.39%
- DE
- 36.02%
- Q3
- 28.02%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | AER | DE |
|---|---|---|
| Dividend Yield (TTM) | 0.96% | 0.98% |
| Dividend Payout Ratio (TTM) | 7.52% | 36.02% |
Valuation
P/E Ratio (TTM)
AerCap (AER) at 8.67 sits in the cheaper P/E ratio quartile, while Deere (DE) at 37.33 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.
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
DE
Capital Goods industry group
37.33
- Max
- 59.38
- DE
- 37.33
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
AerCap (AER) at 2.84 is priced about in line with its industry on P/S ratio, while Deere (DE) at 3.78 sits in the pricier quartile — DE costs more per dollar of 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
DE
Capital Goods industry group
3.78
- Max
- 7.54
- DE
- 3.78
- Q3
- 3.76
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
AerCap (AER) at 1.36 looks cheap against book in the lower P/B ratio quartile, while Deere (DE) at 6.47 carries a premium in the upper quartile — a clear price-to-book gap.
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
DE
Capital Goods industry group
6.47
- Max
- 9.66
- DE
- 6.47
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | AER | DE |
|---|---|---|
| P/E Ratio (TTM) | 8.67 | 37.33 |
| P/S Ratio (TTM) | 2.84 | 3.78 |
| P/B Ratio (MRQ) | 1.36 | 6.47 |
| Free Cash Flow Yield (TTM) | -6.60% | 2.49% |