AER vs. R: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at AER and R, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Overview
AER’s market capitalization of 20.46 billion USD is substantially larger than R’s 7.09 billion USD, indicating a significant difference in their market valuations.
With betas of 1.40 for AER and 0.94 for R, both stocks show similar sensitivity to overall market movements.
| Symbol | AER | R |
|---|---|---|
| Company Name | AerCap Holdings N.V. | Ryder System, Inc. |
| Country | IE | US |
| Sector | Industrials | Industrials |
| Industry | Rental & Leasing Services | Rental & Leasing Services |
| CEO | Aengus Kelly | Robert E. Sanchez |
| Price | 115.89 USD | 171.57 USD |
| Market Cap | 20.46 billion USD | 7.09 billion USD |
| Beta | 1.40 | 0.94 |
| Exchange | NYSE | NYSE |
| IPO Date | November 21, 2006 | January 2, 1980 |
| ADR | No | No |
Historical Performance
This chart compares the performance of AER and R 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.
R
16.38%
Rental & Leasing Services Industry
- Max
- 33.37%
- Q3
- 21.32%
- Median
- 10.48%
- Q1
- 2.04%
- Min
- -2.71%
R’s Return on Equity of 16.38% is on par with the norm for the Rental & Leasing Services 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.
R
5.60%
Rental & Leasing Services Industry
- Max
- 19.57%
- Q3
- 13.92%
- Median
- 5.28%
- Q1
- 3.34%
- Min
- -10.86%
R’s Return on Invested Capital of 5.60% is in line with the norm for the Rental & Leasing Services 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.
R
3.95%
Rental & Leasing Services Industry
- Max
- 26.77%
- Q3
- 17.31%
- Median
- 5.12%
- Q1
- -0.51%
- Min
- -19.03%
R’s Net Profit Margin of 3.95% is aligned with the median group of its peers in the Rental & Leasing Services industry. This indicates its ability to convert revenue into profit is typical for the sector.
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.
R
8.58%
Rental & Leasing Services Industry
- Max
- 53.21%
- Q3
- 29.93%
- Median
- 16.64%
- Q1
- 8.88%
- Min
- -12.57%
R’s Operating Profit Margin of 8.58% is in the lower quartile for the Rental & Leasing Services industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.
Profitability at a Glance
| Symbol | AER | R |
|---|---|---|
| Return on Equity (TTM) | 12.55% | 16.38% |
| Return on Assets (TTM) | 2.95% | 3.06% |
| Return on Invested Capital (TTM) | 3.17% | 5.60% |
| Net Profit Margin (TTM) | 26.77% | 3.95% |
| Operating Profit Margin (TTM) | 32.92% | 8.58% |
| Gross Profit Margin (TTM) | 38.97% | 19.99% |
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.
R
0.73
Rental & Leasing Services Industry
- Max
- 7.05
- Q3
- 3.95
- Median
- 1.87
- Q1
- 0.85
- Min
- 0.64
R’s Current Ratio of 0.73 falls into the lower quartile for the Rental & Leasing Services industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
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.
R
2.94
Rental & Leasing Services Industry
- Max
- 3.95
- Q3
- 3.50
- Median
- 2.49
- Q1
- 0.92
- Min
- 0.00
R’s Debt-to-Equity Ratio of 2.94 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.
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.
R
2.77
Rental & Leasing Services Industry
- Max
- 6.53
- Q3
- 5.33
- Median
- 2.35
- Q1
- 1.41
- Min
- -1.09
R’s Interest Coverage Ratio of 2.77 is positioned comfortably within the norm for the Rental & Leasing Services industry, indicating a standard and healthy capacity to cover its interest payments.
Financial Strength at a Glance
| Symbol | AER | R |
|---|---|---|
| Current Ratio (TTM) | 3.12 | 0.73 |
| Quick Ratio (TTM) | 3.06 | 0.73 |
| Debt-to-Equity Ratio (TTM) | 2.69 | 2.94 |
| Debt-to-Asset Ratio (TTM) | 0.64 | 0.54 |
| Net Debt-to-EBITDA Ratio (TTM) | 8.63 | 3.03 |
| Interest Coverage Ratio (TTM) | 5.50 | 2.77 |
Growth
The following charts compare key year-over-year (YoY) growth metrics for AER and R. 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.
R
1.89%
Rental & Leasing Services Industry
- Max
- 2.29%
- Q3
- 1.60%
- Median
- 0.72%
- Q1
- 0.00%
- Min
- 0.00%
With a Dividend Yield of 1.89%, R offers a more attractive income stream than most of its peers in the Rental & Leasing Services industry, signaling a strong commitment to shareholder returns.
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.
R
27.49%
Rental & Leasing Services Industry
- Max
- 260.58%
- Q3
- 29.91%
- Median
- 17.33%
- Q1
- 6.80%
- Min
- 0.00%
R’s Dividend Payout Ratio of 27.49% is within the typical range for the Rental & Leasing Services industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | AER | R |
|---|---|---|
| Dividend Yield (TTM) | 0.66% | 1.89% |
| Dividend Payout Ratio (TTM) | 6.80% | 27.49% |
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.
R
14.30
Rental & Leasing Services Industry
- Max
- 32.56
- Q3
- 29.28
- Median
- 17.35
- Q1
- 9.97
- Min
- 5.76
R’s P/E Ratio of 14.30 is within the middle range for the Rental & Leasing Services industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
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.
R
0.97
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.
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.
R
0.56
Rental & Leasing Services Industry
- Max
- 6.35
- Q3
- 3.16
- Median
- 2.03
- Q1
- 0.60
- Min
- 0.25
In the lower quartile for the Rental & Leasing Services industry, R’s P/S Ratio of 0.56 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.
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.
R
2.39
Rental & Leasing Services Industry
- Max
- 2.76
- Q3
- 2.65
- Median
- 2.02
- Q1
- 1.37
- Min
- 0.69
R’s P/B Ratio of 2.39 is within the conventional range for the Rental & Leasing Services industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
Valuation at a Glance
| Symbol | AER | R |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 9.85 | 14.30 |
| Forward PEG Ratio (TTM) | 1.33 | 0.97 |
| Price-to-Sales Ratio (P/S, TTM) | 2.56 | 0.56 |
| Price-to-Book Ratio (P/B, TTM) | 1.22 | 2.39 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | -9.80 | -58.62 |
| EV-to-EBITDA (TTM) | 12.54 | 5.51 |
| EV-to-Sales (TTM) | 8.22 | 1.24 |