AER vs. SUNB: AerCap vs. Sunbelt Rentals Stock Comparison

November 11, 2026

How do AerCap (AER) and Sunbelt Rentals (SUNB) 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 Sunbelt Rentals (SUNB) are both classified in the Trading Companies & Distributors sub-industry within the broader Trading Companies & Distributors industry, placing them in the closest GICS peer bucket.

AerCap (AER) has been public since November 21, 2006 with a meaningfully longer listed history, while Sunbelt Rentals (SUNB) only listed on March 2, 2026 — long-window metrics on the SUNB side should be interpreted with caution.

Company profile comparison for AerCap (AER) and Sunbelt Rentals (SUNB)
Profile Item	AER	SUNB
Name	AerCap Holdings N.V.	Sunbelt Rentals Holdings, Inc.
Country/Region	Ireland	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Trading Companies & Distributors	Trading Companies & Distributors
GICS Sub-Industry	Trading Companies & Distributors	Trading Companies & Distributors
Market Capitalization	25.76 billion USD	31.57 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	November 21, 2006	March 2, 2026
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

AER

SUNB

GSPC

AerCap (AER) vs. Sunbelt Rentals (SUNB), 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 Sunbelt Rentals (SUNB). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for AerCap (AER) and Sunbelt Rentals (SUNB)
Metric	AER	SUNB
Total Return (1Y)	32.17%	--
Total Return (3Y, Annualized)	39.43%	--
Total Return (5Y, Annualized)	21.06%	--

Risk Profile

Drawdown History

AER

SUNB

GSPC

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

Risk Metrics

Risk profile metrics for AerCap (AER) and Sunbelt Rentals (SUNB)
Metric	AER	SUNB
Volatility (1Y, Annualized)	26.10%	45.72%
Beta (5Y)	0.95	1.10
Max Drawdown (5Y)	-44.81%	-22.53%
Avg. Volume (3M)	1.13M	4.96M

Risk-Adjusted Performance

Risk-Return Positioning

Both AER and SUNB need 1-year volatility and 1-year return to plot risk-return positioning.

Risk-Adjusted Metrics

Risk-adjusted metrics for AerCap (AER) and Sunbelt Rentals (SUNB)
Metric	AER	SUNB
Sharpe Ratio (1Y)	1.07	--
Sortino Ratio (1Y)	1.59	--

Profitability

ROE (TTM)

Both AerCap (AER) at 17.00% and Sunbelt Rentals (SUNB) at 18.37% 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%

SUNB

Capital Goods industry group

18.37%

Max: 40.55%
Q3: 19.29%
SUNB: 18.37%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

AerCap (AER) vs. Sunbelt Rentals (SUNB): 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 Sunbelt Rentals (SUNB) at 12.12% 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%

SUNB

Capital Goods industry group

12.12%

Max: 27.47%
SUNB: 12.12%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

AerCap (AER) vs. Sunbelt Rentals (SUNB): 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 Sunbelt Rentals (SUNB) at 22.38% 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%

SUNB

Capital Goods industry group

22.38%

Max: 36.60%
SUNB: 22.38%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

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

Profitability Metrics

Profitability metrics for AerCap (AER) and Sunbelt Rentals (SUNB)
Metric	AER	SUNB
ROE (TTM)	17.00%	18.37%
ROA (TTM)	4.52%	6.71%
Net Margin (TTM)	34.47%	12.12%
Operating Margin (TTM)	62.55%	22.38%
Gross Margin (TTM)	63.02%	38.78%

Growth

Revenue Growth

Both AerCap (AER) at 6.50% and Sunbelt Rentals (SUNB) at 3.36% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

AerCap (AER) vs. Sunbelt Rentals (SUNB): 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 Sunbelt Rentals (SUNB) at -8.91% is closer to the peer norm — faster per-share earnings growth for AER.

AerCap (AER) vs. Sunbelt Rentals (SUNB): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for AerCap (AER) and Sunbelt Rentals (SUNB)
Metric	AER	SUNB
Revenue Growth (YoY)	6.50%	3.36%
Revenue Growth (3Y CAGR)	6.69%	4.88%
EPS Growth (YoY)	97.41%	-8.91%
EPS Growth (3Y CAGR)	--	-4.89%

Financial Strength

Current Ratio (MRQ)

AerCap (AER) at 1.45 keeps current ratio within its industry’s typical mid-range, while Sunbelt Rentals (SUNB) at 0.95 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for SUNB.

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

SUNB

Capital Goods industry group

0.95

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
SUNB: 0.95
Min: 0.36

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

Debt / Equity (MRQ)

Both AerCap (AER) at 2.33 and Sunbelt Rentals (SUNB) at 1.53 lean more heavily on debt funding than most peers, landing in the higher-leverage quartile of their industries.

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

SUNB

Capital Goods industry group

1.53

Max: 2.33
SUNB: 1.53
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

AerCap (AER) vs. Sunbelt Rentals (SUNB): 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 Sunbelt Rentals (SUNB)
Metric	AER	SUNB
Current Ratio (MRQ)	1.45	0.95
Debt / Equity (MRQ)	2.33	1.53
Net Debt / EBITDA	7.77	3.93

Dividends

Dividend Yield (TTM)

Sunbelt Rentals (SUNB) at 1.87% delivers top-quartile income for its industry, while AerCap (AER) at 0.96% pays a more typical yield — both are credible income propositions, SUNB 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%

SUNB

Capital Goods industry group

1.87%

Max: 2.66%
SUNB: 1.87%
Q3: 1.14%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

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

Dividend Payout Ratio (TTM)

Both AerCap (AER) at 7.52% and Sunbelt Rentals (SUNB) at 22.63% 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%

SUNB

Capital Goods industry group

22.63%

Max: 67.39%
Q3: 28.02%
SUNB: 22.63%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

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

Dividend Metrics

Dividend metrics for AerCap (AER) and Sunbelt Rentals (SUNB)
Metric	AER	SUNB
Dividend Yield (TTM)	0.96%	1.87%
Dividend Payout Ratio (TTM)	7.52%	22.63%

Valuation

P/E Ratio (TTM)

AerCap (AER) at 8.67 sits in the cheaper P/E ratio quartile, while Sunbelt Rentals (SUNB) at 23.28 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

SUNB

Capital Goods industry group

23.28

Max: 59.38
Q3: 35.92
Median: 25.41
SUNB: 23.28
Q1: 19.47
Min: 3.03

AerCap (AER) vs. Sunbelt Rentals (SUNB): 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 Sunbelt Rentals (SUNB) at 2.75 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

SUNB

Capital Goods industry group

2.75

Max: 7.54
Q3: 3.76
SUNB: 2.75
Median: 2.15
Q1: 1.03
Min: 0.03

AerCap (AER) vs. Sunbelt Rentals (SUNB): 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 against book while Sunbelt Rentals (SUNB) at 4.24 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

SUNB

Capital Goods industry group

4.24

Max: 9.66
Q3: 5.00
SUNB: 4.24
Median: 3.12
Q1: 1.81
Min: -1.08

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

Valuation Metrics

Valuation metrics for AerCap (AER) and Sunbelt Rentals (SUNB)
Metric	AER	SUNB
P/E Ratio (TTM)	8.67	23.28
P/S Ratio (TTM)	2.84	2.75
P/B Ratio (MRQ)	1.36	4.24
Free Cash Flow Yield (TTM)	-6.60%	5.47%