AER vs. MLI: AerCap vs. Mueller Industries Stock Comparison

November 11, 2026

How do AerCap (AER) and Mueller Industries (MLI) 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 Mueller Industries (MLI) both fall under the Capital Goods industry group, but AER is classified in Trading Companies & Distributors while MLI is classified in Machinery.

Company profile comparison for AerCap (AER) and Mueller Industries (MLI)
Profile Item	AER	MLI
Name	AerCap Holdings N.V.	Mueller Industries, Inc.
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	Industrial Machinery & Supplies & Components
Market Capitalization	25.76 billion USD	11.54 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	November 21, 2006	February 25, 1991
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

AER

MLI

GSPC

AerCap (AER) vs. Mueller Industries (MLI), 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 Mueller Industries (MLI). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for AerCap (AER) and Mueller Industries (MLI)
Metric	AER	MLI
Total Return (1Y)	32.17%	3.68%
Total Return (3Y, Annualized)	39.43%	44.56%
Total Return (5Y, Annualized)	21.06%	32.39%

Risk Profile

Drawdown History

AER

MLI

GSPC

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

Risk Metrics

Risk profile metrics for AerCap (AER) and Mueller Industries (MLI)
Metric	AER	MLI
Volatility (1Y, Annualized)	26.10%	34.44%
Beta (5Y)	0.95	1.01
Max Drawdown (5Y)	-44.81%	-27.79%
Avg. Volume (3M)	1.13M	1.61M

Risk-Adjusted Performance

Risk-Return Positioning

AER and MLI 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 Mueller Industries (MLI)
Metric	AER	MLI
Sharpe Ratio (1Y)	1.07	-0.02
Sortino Ratio (1Y)	1.59	-0.02

Profitability

ROE (TTM)

Mueller Industries (MLI) at 26.26% sits in the top ROE quartile, while AerCap (AER) at 17.00% is closer to the peer norm — stronger capital efficiency for MLI.

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%

MLI

Capital Goods industry group

26.26%

Max: 40.55%
MLI: 26.26%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

AerCap (AER) vs. Mueller Industries (MLI): 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 Mueller Industries (MLI) at 17.27% 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%

MLI

Capital Goods industry group

17.27%

Max: 27.47%
MLI: 17.27%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

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

Operating Margin (TTM)

AerCap (AER) at 62.55% shows unusually strong operating efficiency — above its industry’s operating margin range — and Mueller Industries (MLI) at 19.53% 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%

MLI

Capital Goods industry group

19.53%

Max: 36.60%
MLI: 19.53%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

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

Profitability Metrics

Profitability metrics for AerCap (AER) and Mueller Industries (MLI)
Metric	AER	MLI
ROE (TTM)	17.00%	26.26%
ROA (TTM)	4.52%	16.23%
Net Margin (TTM)	34.47%	17.27%
Operating Margin (TTM)	62.55%	19.53%
Gross Margin (TTM)	63.02%	27.25%

Growth

Revenue Growth

Both AerCap (AER) at 6.50% and Mueller Industries (MLI) at 10.87% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

AerCap (AER) vs. Mueller Industries (MLI): A comparison of their Revenue Growth across different time periods.

EPS Growth

AerCap (AER) at 97.41% sits in the top EPS growth quartile, while Mueller Industries (MLI) at 29.19% is closer to the peer norm — faster per-share earnings growth for AER.

AerCap (AER) vs. Mueller Industries (MLI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for AerCap (AER) and Mueller Industries (MLI)
Metric	AER	MLI
Revenue Growth (YoY)	6.50%	10.87%
Revenue Growth (3Y CAGR)	6.69%	1.62%
EPS Growth (YoY)	97.41%	29.19%
EPS Growth (3Y CAGR)	--	5.63%

Financial Strength

Current Ratio (MRQ)

AerCap (AER) at 1.45 keeps current ratio within its industry’s typical mid-range, while Mueller Industries (MLI) at 4.39 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets 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

MLI

Capital Goods industry group

4.39

Max: 5.22
MLI: 4.39
Q3: 2.95
Median: 2.08
Q1: 1.43
Min: 0.36

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

Debt / Equity (MRQ)

Mueller Industries (MLI) at 0.01 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

MLI

Capital Goods industry group

0.01

Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
MLI: 0.01
Min: 0.00

AerCap (AER) vs. Mueller Industries (MLI): 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 Mueller Industries (MLI)
Metric	AER	MLI
Current Ratio (MRQ)	1.45	4.39
Debt / Equity (MRQ)	2.33	0.01
Net Debt / EBITDA	7.77	-1.31

Dividends

Dividend Yield (TTM)

Mueller Industries (MLI) at 1.24% delivers top-quartile income for its industry, while AerCap (AER) at 0.96% pays a more typical yield — both are credible income propositions, MLI the richer one.

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%

MLI

Capital Goods industry group

1.24%

Max: 2.66%
MLI: 1.24%
Q3: 1.14%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

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

Dividend Payout Ratio (TTM)

Both AerCap (AER) at 7.52% and Mueller Industries (MLI) at 16.67% 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%

MLI

Capital Goods industry group

16.67%

Max: 67.39%
Q3: 28.02%
MLI: 16.67%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

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

Dividend Metrics

Dividend metrics for AerCap (AER) and Mueller Industries (MLI)
Metric	AER	MLI
Dividend Yield (TTM)	0.96%	1.24%
Dividend Payout Ratio (TTM)	7.52%	16.67%

Valuation

P/E Ratio (TTM)

Both AerCap (AER) at 8.67 and Mueller Industries (MLI) at 13.58 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

MLI

Capital Goods industry group

13.58

Max: 59.38
Q3: 35.92
Median: 25.41
Q1: 19.47
MLI: 13.58
Min: 3.03

AerCap (AER) vs. Mueller Industries (MLI): 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 Mueller Industries (MLI) at 2.31 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

MLI

Capital Goods industry group

2.31

Max: 7.54
Q3: 3.76
MLI: 2.31
Median: 2.15
Q1: 1.03
Min: 0.03

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

P/B Ratio (MRQ)

Relative to net asset value, both AerCap (AER) at 1.36 and Mueller Industries (MLI) at 0.33 look inexpensive, sitting in the lower P/B ratio quartile of their industries.

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

MLI

Capital Goods industry group

0.33

Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
MLI: 0.33
Min: -1.08

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

Valuation Metrics

Valuation metrics for AerCap (AER) and Mueller Industries (MLI)
Metric	AER	MLI
P/E Ratio (TTM)	8.67	13.58
P/S Ratio (TTM)	2.84	2.31
P/B Ratio (MRQ)	1.36	0.33
Free Cash Flow Yield (TTM)	-6.60%	4.65%