AER vs. DE: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at AER and DE, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Overview
DE’s market capitalization of 141.09 billion USD is significantly greater than AER’s 20.46 billion USD, highlighting its more substantial market valuation.
With betas of 1.40 for AER and 1.10 for DE, both stocks show similar sensitivity to overall market movements.
| Symbol | AER | DE |
|---|---|---|
| Company Name | AerCap Holdings N.V. | Deere & Company |
| Country | IE | US |
| Sector | Industrials | Industrials |
| Industry | Rental & Leasing Services | Agricultural - Machinery |
| CEO | Aengus Kelly | John C. May II |
| Price | 115.89 USD | 520.97 USD |
| Market Cap | 20.46 billion USD | 141.09 billion USD |
| Beta | 1.40 | 1.10 |
| Exchange | NYSE | NYSE |
| IPO Date | November 21, 2006 | June 1, 1972 |
| ADR | No | No |
Historical Performance
This chart compares the performance of AER and DE by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period.
Data is adjusted for dividends and splits.
Profitability
Return on Equity
AER
12.55%
Rental & Leasing Services Industry
- Max
- 33.37%
- Q3
- 21.32%
- Median
- 10.48%
- Q1
- 2.04%
- Min
- -2.71%
AER’s Return on Equity of 12.55% is on par with the norm for the Rental & Leasing Services industry, indicating its profitability relative to shareholder equity is typical for the sector.
DE
16.61%
Agricultural - Machinery Industry
- Max
- 23.98%
- Q3
- 16.61%
- Median
- 13.29%
- Q1
- 0.18%
- Min
- -21.23%
DE’s Return on Equity of 16.61% is on par with the norm for the Agricultural - Machinery industry, indicating its profitability relative to shareholder equity is typical for the sector.
Return on Invested Capital
AER
3.17%
Rental & Leasing Services Industry
- Max
- 19.57%
- Q3
- 13.92%
- Median
- 5.28%
- Q1
- 3.34%
- Min
- -10.86%
AER’s Return on Invested Capital of 3.17% is in the lower quartile for the Rental & Leasing Services industry. This indicates a less efficient conversion of invested capital into profit compared to most of its competitors.
DE
5.87%
Agricultural - Machinery Industry
- Max
- 16.38%
- Q3
- 9.58%
- Median
- 7.00%
- Q1
- 2.90%
- Min
- -5.40%
DE’s Return on Invested Capital of 5.87% is in line with the norm for the Agricultural - Machinery industry, reflecting a standard level of efficiency in generating profits from its capital base.
Net Profit Margin
AER
26.77%
Rental & Leasing Services Industry
- Max
- 26.77%
- Q3
- 17.31%
- Median
- 5.12%
- Q1
- -0.51%
- Min
- -19.03%
A Net Profit Margin of 26.77% places AER in the upper quartile for the Rental & Leasing Services industry, signifying strong profitability and more effective cost management than most of its peers.
DE
8.65%
Agricultural - Machinery Industry
- Max
- 15.71%
- Q3
- 7.25%
- Median
- 4.16%
- Q1
- 0.06%
- Min
- -5.40%
A Net Profit Margin of 8.65% places DE in the upper quartile for the Agricultural - Machinery industry, signifying strong profitability and more effective cost management than most of its peers.
Operating Profit Margin
AER
32.92%
Rental & Leasing Services Industry
- Max
- 53.21%
- Q3
- 29.93%
- Median
- 16.64%
- Q1
- 8.88%
- Min
- -12.57%
An Operating Profit Margin of 32.92% places AER in the upper quartile for the Rental & Leasing Services industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.
DE
21.13%
Agricultural - Machinery Industry
- Max
- 21.13%
- Q3
- 13.26%
- Median
- 6.04%
- Q1
- 2.32%
- Min
- -3.90%
An Operating Profit Margin of 21.13% places DE in the upper quartile for the Agricultural - Machinery industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.
Profitability at a Glance
| Symbol | AER | DE |
|---|---|---|
| Return on Equity (TTM) | 12.55% | 16.61% |
| Return on Assets (TTM) | 2.95% | -- |
| Return on Invested Capital (TTM) | 3.17% | 5.87% |
| Net Profit Margin (TTM) | 26.77% | 8.65% |
| Operating Profit Margin (TTM) | 32.92% | 21.13% |
| Gross Profit Margin (TTM) | 38.97% | 38.57% |
Financial Strength
Current Ratio
AER
3.12
Rental & Leasing Services Industry
- Max
- 7.05
- Q3
- 3.95
- Median
- 1.87
- Q1
- 0.85
- Min
- 0.64
AER’s Current Ratio of 3.12 aligns with the median group of the Rental & Leasing Services industry, indicating that its short-term liquidity is in line with its sector peers.
DE
--
Agricultural - Machinery Industry
- Max
- 3.64
- Q3
- 2.69
- Median
- 1.85
- Q1
- 1.64
- Min
- 1.32
Current Ratio data for DE is currently unavailable.
Debt-to-Equity Ratio
AER
2.69
Rental & Leasing Services Industry
- Max
- 3.95
- Q3
- 3.50
- Median
- 2.49
- Q1
- 0.92
- Min
- 0.00
AER’s Debt-to-Equity Ratio of 2.69 is typical for the Rental & Leasing Services industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
DE
0.97
Agricultural - Machinery Industry
- Max
- 1.40
- Q3
- 1.03
- Median
- 0.81
- Q1
- 0.43
- Min
- 0.16
DE’s Debt-to-Equity Ratio of 0.97 is typical for the Agricultural - Machinery industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
Interest Coverage Ratio
AER
5.50
Rental & Leasing Services Industry
- Max
- 6.53
- Q3
- 5.33
- Median
- 2.35
- Q1
- 1.41
- Min
- -1.09
AER’s Interest Coverage Ratio of 5.50 is in the upper quartile for the Rental & Leasing Services industry, signifying a strong and healthy capacity to meet its interest payments from operating profits.
DE
3.70
Agricultural - Machinery Industry
- Max
- 9.19
- Q3
- 8.08
- Median
- 3.73
- Q1
- 1.70
- Min
- -7.20
DE’s Interest Coverage Ratio of 3.70 is positioned comfortably within the norm for the Agricultural - Machinery industry, indicating a standard and healthy capacity to cover its interest payments.
Financial Strength at a Glance
| Symbol | AER | DE |
|---|---|---|
| Current Ratio (TTM) | 3.12 | -- |
| Quick Ratio (TTM) | 3.06 | -- |
| Debt-to-Equity Ratio (TTM) | 2.69 | 0.97 |
| Debt-to-Asset Ratio (TTM) | 0.64 | -- |
| Net Debt-to-EBITDA Ratio (TTM) | 8.63 | 1.36 |
| Interest Coverage Ratio (TTM) | 5.50 | 3.70 |
Growth
The following charts compare key year-over-year (YoY) growth metrics for AER and DE. These metrics are based on the companies’ annual financial reports.
Revenue Growth
Earnings Per Share (EPS) Growth
Free Cash Flow Growth
Dividend
Dividend Yield
AER
0.66%
Rental & Leasing Services Industry
- Max
- 2.29%
- Q3
- 1.60%
- Median
- 0.72%
- Q1
- 0.00%
- Min
- 0.00%
AER’s Dividend Yield of 0.66% is consistent with its peers in the Rental & Leasing Services industry, providing a dividend return that is standard for its sector.
DE
1.22%
Agricultural - Machinery Industry
- Max
- 4.17%
- Q3
- 1.81%
- Median
- 1.43%
- Q1
- 1.01%
- Min
- 0.00%
DE’s Dividend Yield of 1.22% is consistent with its peers in the Agricultural - Machinery industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio
AER
6.80%
Rental & Leasing Services Industry
- Max
- 260.58%
- Q3
- 29.91%
- Median
- 17.33%
- Q1
- 6.80%
- Min
- 0.00%
AER’s Dividend Payout Ratio of 6.80% is within the typical range for the Rental & Leasing Services industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
DE
42.93%
Agricultural - Machinery Industry
- Max
- 78.29%
- Q3
- 54.38%
- Median
- 22.45%
- Q1
- 13.94%
- Min
- 0.00%
DE’s Dividend Payout Ratio of 42.93% is within the typical range for the Agricultural - Machinery industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | AER | DE |
|---|---|---|
| Dividend Yield (TTM) | 0.66% | 1.22% |
| Dividend Payout Ratio (TTM) | 6.80% | 42.93% |
Valuation
Price-to-Earnings Ratio
AER
9.85
Rental & Leasing Services Industry
- Max
- 32.56
- Q3
- 29.28
- Median
- 17.35
- Q1
- 9.97
- Min
- 5.76
In the lower quartile for the Rental & Leasing Services industry, AER’s P/E Ratio of 9.85 suggests the stock may be undervalued compared to its peers, potentially presenting an attractive entry point for investors.
DE
36.95
Agricultural - Machinery Industry
- Max
- 36.41
- Q3
- 24.06
- Median
- 18.38
- Q1
- 12.84
- Min
- 7.09
At 36.95, DE’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Agricultural - Machinery industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.
Forward P/E to Growth Ratio
AER
1.33
Rental & Leasing Services Industry
- Max
- 2.86
- Q3
- 2.33
- Median
- 1.39
- Q1
- 0.91
- Min
- 0.01
The Forward PEG Ratio is often not a primary valuation metric in the Rental & Leasing Services industry.
DE
2.03
Agricultural - Machinery Industry
- Max
- 3.45
- Q3
- 2.14
- Median
- 1.21
- Q1
- 0.57
- Min
- 0.02
The Forward PEG Ratio is often not a primary valuation metric in the Agricultural - Machinery industry.
Price-to-Sales Ratio
AER
2.56
Rental & Leasing Services Industry
- Max
- 6.35
- Q3
- 3.16
- Median
- 2.03
- Q1
- 0.60
- Min
- 0.25
AER’s P/S Ratio of 2.56 aligns with the market consensus for the Rental & Leasing Services industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
DE
3.17
Agricultural - Machinery Industry
- Max
- 3.13
- Q3
- 1.54
- Median
- 0.71
- Q1
- 0.46
- Min
- 0.17
With a P/S Ratio of 3.17, DE trades at a valuation that eclipses even the highest in the Agricultural - Machinery industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.
Price-to-Book Ratio
AER
1.22
Rental & Leasing Services Industry
- Max
- 2.76
- Q3
- 2.65
- Median
- 2.02
- Q1
- 1.37
- Min
- 0.69
AER’s P/B Ratio of 1.22 is in the lower quartile for the Rental & Leasing Services industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.
DE
5.85
Agricultural - Machinery Industry
- Max
- 3.00
- Q3
- 2.77
- Median
- 1.79
- Q1
- 1.38
- Min
- 0.50
At 5.85, DE’s P/B Ratio is at an extreme premium to the Agricultural - Machinery industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.
Valuation at a Glance
| Symbol | AER | DE |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 9.85 | 36.95 |
| Forward PEG Ratio (TTM) | 1.33 | 2.03 |
| Price-to-Sales Ratio (P/S, TTM) | 2.56 | 3.17 |
| Price-to-Book Ratio (P/B, TTM) | 1.22 | 5.85 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | -9.80 | 38.66 |
| EV-to-EBITDA (TTM) | 12.54 | 12.55 |
| EV-to-Sales (TTM) | 8.22 | 3.56 |