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AER vs. GEV: AerCap vs. GE Vernova Stock Comparison

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

AerCap (AER) has been public since November 21, 2006, giving it a longer listed trading history, while GE Vernova (GEV) listed on March 27, 2024 and still has a shorter public-market record.

Company profile comparison for AerCap (AER) and GE Vernova (GEV)
Profile ItemAERGEV
NameAerCap Holdings N.V.GE Vernova Inc.
Country/RegionIrelandUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryTrading Companies & DistributorsElectrical Equipment
GICS Sub-IndustryTrading Companies & DistributorsHeavy Electrical Equipment
Market Capitalization25.76 billion USD204.89 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateNovember 21, 2006March 27, 2024
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

AER
GEV
GSPC
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AerCap (AER) vs. GE Vernova (GEV), 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 GE Vernova (GEV). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for AerCap (AER) and GE Vernova (GEV)
MetricAERGEV
Total Return (1Y)32.17%44.63%
Total Return (3Y, Annualized)39.43%--
Total Return (5Y, Annualized)21.06%--

Risk Profile

Drawdown History

AER
GEV
GSPC
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AerCap (AER) vs. GE Vernova (GEV), 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 GE Vernova (GEV). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for AerCap (AER) and GE Vernova (GEV)
MetricAERGEV
Volatility (1Y, Annualized)26.10%55.54%
Beta (5Y)0.951.12
Max Drawdown (5Y)-44.81%-38.29%
Avg. Volume (3M)1.13M2.65M

Risk-Adjusted Performance

Risk-Return Positioning

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AER and GEV 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 GE Vernova (GEV)
MetricAERGEV
Sharpe Ratio (1Y)1.070.73
Sortino Ratio (1Y)1.591.08

Profitability

ROE (TTM)

GE Vernova (GEV) at 93.04% clears its industry range for ROE, a sharper capital-efficiency signal than AerCap (AER) at 17.00%, which is closer to a typical peer reading.

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%

GEV

Capital Goods industry group

93.04%

GEV
93.04%
Max
40.55%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%
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AerCap (AER) vs. GE Vernova (GEV): 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 GE Vernova (GEV) at 23.54% 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%

GEV

Capital Goods industry group

23.54%

Max
27.47%
GEV
23.54%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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AerCap (AER) vs. GE Vernova (GEV): 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 GE Vernova (GEV) at 12.77% 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%

GEV

Capital Goods industry group

12.77%

Max
36.60%
Q3
18.33%
GEV
12.77%
Median
11.12%
Q1
5.14%
Min
-12.63%
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AerCap (AER) vs. GE Vernova (GEV): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for AerCap (AER) and GE Vernova (GEV)
MetricAERGEV
ROE (TTM)17.00%93.04%
ROA (TTM)4.52%3.22%
Net Margin (TTM)34.47%23.54%
Operating Margin (TTM)62.55%12.77%
Gross Margin (TTM)63.02%21.79%

Growth

Revenue Growth

Both AerCap (AER) at 6.50% and GE Vernova (GEV) at 8.97% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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AerCap (AER) vs. GE Vernova (GEV): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both companies show strong earnings momentum, but GE Vernova (GEV) at 217.03% is the standout with EPS growth above its industry range; AerCap (AER) at 97.41% also sits in the top quartile.

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AerCap (AER) vs. GE Vernova (GEV): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for AerCap (AER) and GE Vernova (GEV)
MetricAERGEV
Revenue Growth (YoY)6.50%8.97%
Revenue Growth (3Y CAGR)6.69%8.68%
EPS Growth (YoY)97.41%217.03%
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 GE Vernova (GEV) at 0.83 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for GEV.

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

GEV

Capital Goods industry group

0.83

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
GEV
0.83
Min
0.36
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AerCap (AER) vs. GE Vernova (GEV): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

GE Vernova (GEV) at 0.30 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

GEV

Capital Goods industry group

0.30

Max
2.33
Q3
1.12
Median
0.60
GEV
0.30
Q1
0.29
Min
0.00
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AerCap (AER) vs. GE Vernova (GEV): 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 GE Vernova (GEV)
MetricAERGEV
Current Ratio (MRQ)1.450.83
Debt / Equity (MRQ)2.330.30
Net Debt / EBITDA7.77-2.50

Dividends

Dividend Yield (TTM)

Both AerCap (AER) at 0.96% and GE Vernova (GEV) at 0.26% 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%

GEV

Capital Goods industry group

0.26%

Max
2.66%
Q3
1.14%
GEV
0.26%
Median
0.24%
Q1
0.00%
Min
0.00%
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AerCap (AER) vs. GE Vernova (GEV): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both AerCap (AER) at 7.52% and GE Vernova (GEV) at 4.59% 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%

GEV

Capital Goods industry group

4.59%

Max
67.39%
Q3
28.02%
Median
6.86%
GEV
4.59%
Q1
0.00%
Min
0.00%
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AerCap (AER) vs. GE Vernova (GEV): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for AerCap (AER) and GE Vernova (GEV)
MetricAERGEV
Dividend Yield (TTM)0.96%0.26%
Dividend Payout Ratio (TTM)7.52%4.59%

Valuation

P/E Ratio (TTM)

AerCap (AER) at 8.67 sits in the cheaper P/E ratio quartile, while GE Vernova (GEV) at 20.32 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

GEV

Capital Goods industry group

20.32

Max
59.38
Q3
35.92
Median
25.41
GEV
20.32
Q1
19.47
Min
3.03
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AerCap (AER) vs. GE Vernova (GEV): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

AerCap (AER) at 2.84 is priced about in line with its industry on P/S ratio, while GE Vernova (GEV) at 4.65 sits in the pricier quartile — GEV 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

GEV

Capital Goods industry group

4.65

Max
7.54
GEV
4.65
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03
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AerCap (AER) vs. GE Vernova (GEV): 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 GE Vernova (GEV) at 18.00 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

GEV

Capital Goods industry group

18.00

GEV
18.00
Max
9.66
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
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AerCap (AER) vs. GE Vernova (GEV): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for AerCap (AER) and GE Vernova (GEV)
MetricAERGEV
P/E Ratio (TTM)8.6720.32
P/S Ratio (TTM)2.844.65
P/B Ratio (MRQ)1.3618.00
Free Cash Flow Yield (TTM)-6.60%10.79%