AER vs. TRU: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at AER and TRU, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Overview
AER’s market capitalization stands at 20.46 billion USD, while TRU’s is 17.88 billion USD, indicating their market valuations are broadly comparable.
With betas of 1.40 for AER and 1.64 for TRU, both stocks show similar sensitivity to overall market movements.
| Symbol | AER | TRU |
|---|---|---|
| Company Name | AerCap Holdings N.V. | TransUnion |
| Country | IE | US |
| Sector | Industrials | Industrials |
| Industry | Rental & Leasing Services | Consulting Services |
| CEO | Aengus Kelly | Christopher A. Cartwright |
| Price | 115.89 USD | 91.61 USD |
| Market Cap | 20.46 billion USD | 17.88 billion USD |
| Beta | 1.40 | 1.64 |
| Exchange | NYSE | NYSE |
| IPO Date | November 21, 2006 | June 25, 2015 |
| ADR | No | No |
Historical Performance
This chart compares the performance of AER and TRU 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.
TRU
8.67%
Consulting Services Industry
- Max
- 26.22%
- Q3
- 25.78%
- Median
- 23.70%
- Q1
- 12.26%
- Min
- 8.67%
TRU’s Return on Equity of 8.67% is in the lower quartile for the Consulting Services industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.
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.
TRU
5.66%
Consulting Services Industry
- Max
- 33.93%
- Q3
- 19.78%
- Median
- 12.27%
- Q1
- 8.32%
- Min
- 5.66%
TRU’s Return on Invested Capital of 5.66% is in the lower quartile for the Consulting Services industry. This indicates a less efficient conversion of invested capital into profit compared to most of its competitors.
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.
TRU
8.63%
Consulting Services Industry
- Max
- 22.69%
- Q3
- 14.78%
- Median
- 7.88%
- Q1
- 6.68%
- Min
- 5.45%
TRU’s Net Profit Margin of 8.63% is aligned with the median group of its peers in the Consulting 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.
TRU
17.94%
Consulting Services Industry
- Max
- 34.23%
- Q3
- 21.10%
- Median
- 10.99%
- Q1
- 9.29%
- Min
- 8.13%
TRU’s Operating Profit Margin of 17.94% is around the midpoint for the Consulting Services industry, indicating that its efficiency in managing core business operations is typical for the sector.
Profitability at a Glance
| Symbol | AER | TRU |
|---|---|---|
| Return on Equity (TTM) | 12.55% | 8.67% |
| Return on Assets (TTM) | 2.95% | 3.35% |
| Return on Invested Capital (TTM) | 3.17% | 5.66% |
| Net Profit Margin (TTM) | 26.77% | 8.63% |
| Operating Profit Margin (TTM) | 32.92% | 17.94% |
| Gross Profit Margin (TTM) | 38.97% | 59.78% |
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.
TRU
2.05
Consulting Services Industry
- Max
- 3.32
- Q3
- 2.20
- Median
- 1.69
- Q1
- 1.09
- Min
- 0.85
TRU’s Current Ratio of 2.05 aligns with the median group of the Consulting Services industry, indicating that its short-term liquidity is in line with its sector peers.
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.
TRU
1.18
Consulting Services Industry
- Max
- 1.24
- Q3
- 1.14
- Median
- 0.76
- Q1
- 0.17
- Min
- 0.06
TRU’s leverage is in the upper quartile of the Consulting Services industry, with a Debt-to-Equity Ratio of 1.18. While this approach can boost equity growth, it also exposes the company to greater financial vulnerability.
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.
TRU
3.02
Consulting Services Industry
- Max
- 45.92
- Q3
- 30.67
- Median
- 10.52
- Q1
- 7.67
- Min
- 3.02
In the lower quartile for the Consulting Services industry, TRU’s Interest Coverage Ratio of 3.02 indicates a tighter cushion for servicing debt, suggesting less financial flexibility than many of its competitors.
Financial Strength at a Glance
| Symbol | AER | TRU |
|---|---|---|
| Current Ratio (TTM) | 3.12 | 2.05 |
| Quick Ratio (TTM) | 3.06 | 2.05 |
| Debt-to-Equity Ratio (TTM) | 2.69 | 1.18 |
| Debt-to-Asset Ratio (TTM) | 0.64 | 0.47 |
| Net Debt-to-EBITDA Ratio (TTM) | 8.63 | 3.51 |
| Interest Coverage Ratio (TTM) | 5.50 | 3.02 |
Growth
The following charts compare key year-over-year (YoY) growth metrics for AER and TRU. 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.
TRU
0.48%
Consulting Services Industry
- Max
- 2.06%
- Q3
- 0.84%
- Median
- 0.54%
- Q1
- 0.00%
- Min
- 0.00%
TRU’s Dividend Yield of 0.48% is consistent with its peers in the Consulting Services industry, providing a dividend return that is standard for its sector.
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.
TRU
23.01%
Consulting Services Industry
- Max
- 55.92%
- Q3
- 28.27%
- Median
- 23.01%
- Q1
- 0.00%
- Min
- 0.00%
TRU’s Dividend Payout Ratio of 23.01% is within the typical range for the Consulting Services industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | AER | TRU |
|---|---|---|
| Dividend Yield (TTM) | 0.66% | 0.48% |
| Dividend Payout Ratio (TTM) | 6.80% | 23.01% |
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.
TRU
48.66
Consulting Services Industry
- Max
- 51.91
- Q3
- 40.33
- Median
- 21.50
- Q1
- 17.51
- Min
- 10.23
A P/E Ratio of 48.66 places TRU in the upper quartile for the Consulting Services industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.
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.
TRU
2.15
Consulting Services Industry
- Max
- 4.82
- Q3
- 3.61
- Median
- 2.04
- Q1
- 1.65
- Min
- 0.72
TRU’s Forward PEG Ratio of 2.15 is within the middle range of its peers in the Consulting Services industry. This suggests a reasonable balance between the stock’s price and its expected growth, aligning with sector valuation norms.
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.
TRU
4.20
Consulting Services Industry
- Max
- 6.73
- Q3
- 4.77
- Median
- 1.83
- Q1
- 1.28
- Min
- 0.77
TRU’s P/S Ratio of 4.20 aligns with the market consensus for the Consulting Services industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
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.
TRU
4.08
Consulting Services Industry
- Max
- 8.62
- Q3
- 6.18
- Median
- 4.55
- Q1
- 2.94
- Min
- 1.61
The P/B Ratio is often not a primary valuation metric for the Consulting Services industry.
Valuation at a Glance
| Symbol | AER | TRU |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 9.85 | 48.66 |
| Forward PEG Ratio (TTM) | 1.33 | 2.15 |
| Price-to-Sales Ratio (P/S, TTM) | 2.56 | 4.20 |
| Price-to-Book Ratio (P/B, TTM) | 1.22 | 4.08 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | -9.80 | 35.72 |
| EV-to-EBITDA (TTM) | 12.54 | 17.18 |
| EV-to-Sales (TTM) | 8.22 | 5.28 |