AER vs. EMR: AerCap vs. Emerson Electric Stock Comparison
How do AerCap (AER) and Emerson Electric (EMR) 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 Emerson Electric (EMR) both fall under the Capital Goods industry group, but AER is classified in Trading Companies & Distributors while EMR is classified in Electrical Equipment.
| Profile Item | AER | EMR |
|---|---|---|
| Name | AerCap Holdings N.V. | Emerson Electric Co. |
| 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 | Electrical Components & Equipment |
| Market Capitalization | 25.76 billion USD | 90.56 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 | EMR |
|---|---|---|
| Total Return (1Y) | 32.17% | 34.39% |
| Total Return (3Y, Annualized) | 39.43% | 28.46% |
| Total Return (5Y, Annualized) | 21.06% | 14.17% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | AER | EMR |
|---|---|---|
| Volatility (1Y, Annualized) | 26.10% | 32.47% |
| Beta (5Y) | 0.95 | 1.20 |
| Max Drawdown (5Y) | -44.81% | -29.61% |
| Avg. Volume (3M) | 1.13M | 2.61M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | AER | EMR |
|---|---|---|
| Sharpe Ratio (1Y) | 1.07 | 0.93 |
| Sortino Ratio (1Y) | 1.59 | 1.37 |
Profitability
ROE (TTM)
Both AerCap (AER) at 17.00% and Emerson Electric (EMR) at 13.12% 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%
EMR
Capital Goods industry group
13.12%
- Max
- 40.55%
- Q3
- 19.29%
- EMR
- 13.12%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
AerCap (AER) at 34.47% keeps the most of each sales dollar — above its industry’s net margin range — and Emerson Electric (EMR) at 14.18% 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%
EMR
Capital Goods industry group
14.18%
- Max
- 27.47%
- EMR
- 14.18%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
AerCap (AER) at 62.55% shows unusually strong operating efficiency — above its industry’s operating margin range — and Emerson Electric (EMR) at 25.90% 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%
EMR
Capital Goods industry group
25.90%
- Max
- 36.60%
- EMR
- 25.90%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | AER | EMR |
|---|---|---|
| ROE (TTM) | 17.00% | 13.12% |
| ROA (TTM) | 4.52% | 5.98% |
| Net Margin (TTM) | 34.47% | 14.18% |
| Operating Margin (TTM) | 62.55% | 25.90% |
| Gross Margin (TTM) | 63.02% | 53.36% |
Growth
Revenue Growth
Only one side can be read here: AerCap (AER) reports revenue growth of 6.50%, ranked against its industry; Emerson Electric (EMR) has no revenue growth figure this period.
EPS Growth
AerCap (AER) at 97.41% sits in the top EPS growth quartile, while Emerson Electric (EMR) at 18.56% is closer to the peer norm — faster per-share earnings growth for AER.
Growth Metrics
| Metric | AER | EMR |
|---|---|---|
| Revenue Growth (YoY) | 6.50% | -- |
| Revenue Growth (3Y CAGR) | 6.69% | -- |
| EPS Growth (YoY) | 97.41% | 18.56% |
| EPS Growth (3Y CAGR) | -- | -40.62% |
Financial Strength
Current Ratio (MRQ)
AerCap (AER) at 1.45 keeps current ratio within its industry’s typical mid-range, while Emerson Electric (EMR) at 0.94 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for EMR.
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
EMR
Capital Goods industry group
0.94
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- EMR
- 0.94
- Min
- 0.36
Debt / Equity (MRQ)
Emerson Electric (EMR) at 0.59 carries an industry-typical debt-to-equity mix, while AerCap (AER) at 2.33 uses more debt funding than most peers.
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
EMR
Capital Goods industry group
0.59
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- EMR
- 0.59
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | AER | EMR |
|---|---|---|
| Current Ratio (MRQ) | 1.45 | 0.94 |
| Debt / Equity (MRQ) | 2.33 | 0.59 |
| Net Debt / EBITDA | 7.77 | 1.89 |
Dividends
Dividend Yield (TTM)
Emerson Electric (EMR) 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%
EMR
Capital Goods industry group
0.00%
- Max
- 2.66%
- Q3
- 1.14%
- Median
- 0.24%
- EMR
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
AerCap (AER) at 7.52% pays out a band-typical share of earnings, while Emerson Electric (EMR) at 48.51% 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%
EMR
Capital Goods industry group
48.51%
- Max
- 67.39%
- EMR
- 48.51%
- Q3
- 28.02%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | AER | EMR |
|---|---|---|
| Dividend Yield (TTM) | 0.96% | 0.00% |
| Dividend Payout Ratio (TTM) | 7.52% | 48.51% |
Valuation
P/E Ratio (TTM)
AerCap (AER) at 8.67 sits in the cheaper P/E ratio quartile, while Emerson Electric (EMR) at 33.89 is closer to its industry’s usual earnings multiple — a discount for AER, though growth and earnings durability still matter.
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
EMR
Capital Goods industry group
33.89
- Max
- 59.38
- Q3
- 35.92
- EMR
- 33.89
- 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 Emerson Electric (EMR) at 4.77 sits in the pricier quartile — EMR 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
EMR
Capital Goods industry group
4.77
- Max
- 7.54
- EMR
- 4.77
- Q3
- 3.76
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
AerCap (AER) at 1.36 sits in the lower P/B ratio quartile against book while Emerson Electric (EMR) at 4.38 is valued near its industry’s middle — AER is cheaper on assets, though weigh it against ROE and asset quality.
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
EMR
Capital Goods industry group
4.38
- Max
- 9.66
- Q3
- 5.00
- EMR
- 4.38
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | AER | EMR |
|---|---|---|
| P/E Ratio (TTM) | 8.67 | 33.89 |
| P/S Ratio (TTM) | 2.84 | 4.77 |
| P/B Ratio (MRQ) | 1.36 | 4.38 |
| Free Cash Flow Yield (TTM) | -6.60% | 3.85% |