AER vs. EME: AerCap vs. EMCOR Stock Comparison

November 11, 2026

How do AerCap (AER) and EMCOR (EME) 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 EMCOR (EME) both fall under the Capital Goods industry group, but AER is classified in Trading Companies & Distributors while EME is classified in Construction & Engineering.

Company profile comparison for AerCap (AER) and EMCOR (EME)
Profile Item	AER	EME
Name	AerCap Holdings N.V.	EMCOR Group, Inc.
Country/Region	Ireland	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Trading Companies & Distributors	Construction & Engineering
GICS Sub-Industry	Trading Companies & Distributors	Construction & Engineering
Market Capitalization	25.76 billion USD	26.64 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	November 21, 2006	January 10, 1995
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

AER

EME

GSPC

AerCap (AER) vs. EMCOR (EME), 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 EMCOR (EME). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for AerCap (AER) and EMCOR (EME)
Metric	AER	EME
Total Return (1Y)	32.17%	0.07%
Total Return (3Y, Annualized)	39.43%	46.16%
Total Return (5Y, Annualized)	21.06%	38.01%

Risk Profile

Drawdown History

AER

EME

GSPC

AerCap (AER) vs. EMCOR (EME), 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 EMCOR (EME). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for AerCap (AER) and EMCOR (EME)
Metric	AER	EME
Volatility (1Y, Annualized)	26.10%	43.79%
Beta (5Y)	0.95	1.17
Max Drawdown (5Y)	-44.81%	-36.85%
Avg. Volume (3M)	1.13M	402.73K

Risk-Adjusted Performance

Risk-Return Positioning

AER and EME 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 EMCOR (EME)
Metric	AER	EME
Sharpe Ratio (1Y)	1.07	-0.10
Sortino Ratio (1Y)	1.59	-0.14

Profitability

ROE (TTM)

EMCOR (EME) at 40.55% sits in the top ROE quartile, while AerCap (AER) at 17.00% is closer to the peer norm — stronger capital efficiency for EME.

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%

EME

Capital Goods industry group

40.55%

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

AerCap (AER) vs. EMCOR (EME): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

AerCap (AER) at 34.47% converts revenue to bottom-line profit above its industry’s benchmark range, while EMCOR (EME) at 7.78% 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%

EME

Capital Goods industry group

7.78%

Max: 27.47%
Q3: 12.10%
EME: 7.78%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

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

Operating Margin (TTM)

AerCap (AER) at 62.55% turns sales into operating profit above its industry’s benchmark range, while EMCOR (EME) at 10.46% 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%

EME

Capital Goods industry group

10.46%

Max: 36.60%
Q3: 18.33%
Median: 11.12%
EME: 10.46%
Q1: 5.14%
Min: -12.63%

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

Profitability Metrics

Profitability metrics for AerCap (AER) and EMCOR (EME)
Metric	AER	EME
ROE (TTM)	17.00%	40.55%
ROA (TTM)	4.52%	12.33%
Net Margin (TTM)	34.47%	7.78%
Operating Margin (TTM)	62.55%	10.46%
Gross Margin (TTM)	63.02%	19.59%

Growth

Revenue Growth

Both AerCap (AER) at 6.50% and EMCOR (EME) at 16.62% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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

EPS Growth

Both AerCap (AER) at 97.41% and EMCOR (EME) at 30.99% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

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

Growth Metrics

Growth metrics for AerCap (AER) and EMCOR (EME)
Metric	AER	EME
Revenue Growth (YoY)	6.50%	16.62%
Revenue Growth (3Y CAGR)	6.69%	15.32%
EPS Growth (YoY)	97.41%	30.99%
EPS Growth (3Y CAGR)	--	51.54%

Financial Strength

Current Ratio (MRQ)

AerCap (AER) at 1.45 keeps current ratio within its industry’s typical mid-range, while EMCOR (EME) at 1.17 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for EME.

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

EME

Capital Goods industry group

1.17

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
EME: 1.17
Min: 0.36

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

Debt / Equity (MRQ)

EMCOR (EME) at 0.13 keeps leverage in the lower quartile, while AerCap (AER) at 2.33 sits in the higher-leverage quartile.

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

EME

Capital Goods industry group

0.13

Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
EME: 0.13
Min: 0.00

AerCap (AER) vs. EMCOR (EME): 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 EMCOR (EME)
Metric	AER	EME
Current Ratio (MRQ)	1.45	1.17
Debt / Equity (MRQ)	2.33	0.13
Net Debt / EBITDA	7.77	-0.10

Dividends

Dividend Yield (TTM)

Both AerCap (AER) at 0.96% and EMCOR (EME) at 0.07% 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%

EME

Capital Goods industry group

0.07%

Max: 2.66%
Q3: 1.14%
Median: 0.24%
EME: 0.07%
Q1: 0.00%
Min: 0.00%

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

Dividend Payout Ratio (TTM)

Both AerCap (AER) at 7.52% and EMCOR (EME) at 4.19% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

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%

EME

Capital Goods industry group

4.19%

Max: 67.39%
Q3: 28.02%
Median: 6.86%
EME: 4.19%
Q1: 0.00%
Min: 0.00%

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

Dividend Metrics

Dividend metrics for AerCap (AER) and EMCOR (EME)
Metric	AER	EME
Dividend Yield (TTM)	0.96%	0.07%
Dividend Payout Ratio (TTM)	7.52%	4.19%

Valuation

P/E Ratio (TTM)

Both AerCap (AER) at 8.67 and EMCOR (EME) at 17.59 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

EME

Capital Goods industry group

17.59

Max: 59.38
Q3: 35.92
Median: 25.41
Q1: 19.47
EME: 17.59
Min: 3.03

AerCap (AER) vs. EMCOR (EME): 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 EMCOR (EME) at 1.34 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

EME

Capital Goods industry group

1.34

Max: 7.54
Q3: 3.76
Median: 2.15
EME: 1.34
Q1: 1.03
Min: 0.03

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

P/B Ratio (MRQ)

AerCap (AER) at 1.36 looks cheap against book in the lower P/B ratio quartile, while EMCOR (EME) at 6.26 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

EME

Capital Goods industry group

6.26

Max: 9.66
EME: 6.26
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

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

Valuation Metrics

Valuation metrics for AerCap (AER) and EMCOR (EME)
Metric	AER	EME
P/E Ratio (TTM)	8.67	17.59
P/S Ratio (TTM)	2.84	1.34
P/B Ratio (MRQ)	1.36	6.26
Free Cash Flow Yield (TTM)	-6.60%	4.82%