AER vs. ULS: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at AER and ULS, 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 ULS’s is 14.17 billion USD, indicating their market valuations are broadly comparable.
With betas of 1.40 for AER and 1.20 for ULS, both stocks show similar sensitivity to overall market movements.
| Symbol | AER | ULS |
|---|---|---|
| Company Name | AerCap Holdings N.V. | UL Solutions Inc. |
| Country | IE | US |
| Sector | Industrials | Industrials |
| Industry | Rental & Leasing Services | Specialty Business Services |
| CEO | Aengus Kelly | Jennifer F. Scanlon |
| Price | 115.89 USD | 70.68 USD |
| Market Cap | 20.46 billion USD | 14.17 billion USD |
| Beta | 1.40 | 1.20 |
| Exchange | NYSE | NYSE |
| IPO Date | November 21, 2006 | July 15, 2014 |
| ADR | No | No |
Historical Performance
This chart compares the performance of AER and ULS 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.
ULS
38.35%
Specialty Business Services Industry
- Max
- 30.24%
- Q3
- 17.20%
- Median
- 7.32%
- Q1
- 4.37%
- Min
- -13.44%
ULS’s Return on Equity of 38.35% is exceptionally high, placing it well beyond the typical range for the Specialty Business Services industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.
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.
ULS
18.54%
Specialty Business Services Industry
- Max
- 22.69%
- Q3
- 10.02%
- Median
- 5.30%
- Q1
- 1.55%
- Min
- -1.58%
In the upper quartile for the Specialty Business Services industry, ULS’s Return on Invested Capital of 18.54% signifies a highly effective use of its capital to generate profits when compared to its peers.
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.
ULS
11.60%
Specialty Business Services Industry
- Max
- 17.53%
- Q3
- 11.60%
- Median
- 5.65%
- Q1
- 1.65%
- Min
- -5.21%
ULS’s Net Profit Margin of 11.60% is aligned with the median group of its peers in the Specialty Business 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.
ULS
16.52%
Specialty Business Services Industry
- Max
- 29.40%
- Q3
- 16.52%
- Median
- 5.78%
- Q1
- 1.54%
- Min
- -5.17%
ULS’s Operating Profit Margin of 16.52% is around the midpoint for the Specialty Business Services industry, indicating that its efficiency in managing core business operations is typical for the sector.
Profitability at a Glance
| Symbol | AER | ULS |
|---|---|---|
| Return on Equity (TTM) | 12.55% | 38.35% |
| Return on Assets (TTM) | 2.95% | 11.71% |
| Return on Invested Capital (TTM) | 3.17% | 18.54% |
| Net Profit Margin (TTM) | 26.77% | 11.60% |
| Operating Profit Margin (TTM) | 32.92% | 16.52% |
| Gross Profit Margin (TTM) | 38.97% | 48.71% |
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.
ULS
1.24
Specialty Business Services Industry
- Max
- 2.21
- Q3
- 1.84
- Median
- 1.52
- Q1
- 0.94
- Min
- 0.26
ULS’s Current Ratio of 1.24 aligns with the median group of the Specialty Business 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.
ULS
0.87
Specialty Business Services Industry
- Max
- 1.02
- Q3
- 0.93
- Median
- 0.62
- Q1
- 0.22
- Min
- 0.03
ULS’s Debt-to-Equity Ratio of 0.87 is typical for the Specialty Business 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.
ULS
9.23
Specialty Business Services Industry
- Max
- 15.61
- Q3
- 6.91
- Median
- 3.29
- Q1
- 0.04
- Min
- -8.58
ULS’s Interest Coverage Ratio of 9.23 is in the upper quartile for the Specialty Business Services industry, signifying a strong and healthy capacity to meet its interest payments from operating profits.
Financial Strength at a Glance
| Symbol | AER | ULS |
|---|---|---|
| Current Ratio (TTM) | 3.12 | 1.24 |
| Quick Ratio (TTM) | 3.06 | 1.24 |
| Debt-to-Equity Ratio (TTM) | 2.69 | 0.87 |
| Debt-to-Asset Ratio (TTM) | 0.64 | 0.29 |
| Net Debt-to-EBITDA Ratio (TTM) | 8.63 | 0.90 |
| Interest Coverage Ratio (TTM) | 5.50 | 9.23 |
Growth
The following charts compare key year-over-year (YoY) growth metrics for AER and ULS. 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.
ULS
0.72%
Specialty Business Services Industry
- Max
- 4.40%
- Q3
- 1.37%
- Median
- 0.74%
- Q1
- 0.00%
- Min
- 0.00%
ULS’s Dividend Yield of 0.72% is consistent with its peers in the Specialty Business 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.
ULS
29.97%
Specialty Business Services Industry
- Max
- 79.38%
- Q3
- 51.62%
- Median
- 23.75%
- Q1
- 1.08%
- Min
- 0.00%
ULS’s Dividend Payout Ratio of 29.97% is within the typical range for the Specialty Business Services industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | AER | ULS |
|---|---|---|
| Dividend Yield (TTM) | 0.66% | 0.72% |
| Dividend Payout Ratio (TTM) | 6.80% | 29.97% |
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.
ULS
41.95
Specialty Business Services Industry
- Max
- 52.23
- Q3
- 42.83
- Median
- 32.04
- Q1
- 16.00
- Min
- 2.24
ULS’s P/E Ratio of 41.95 is within the middle range for the Specialty Business 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.
ULS
3.50
Specialty Business Services Industry
- Max
- 4.93
- Q3
- 3.34
- Median
- 2.19
- Q1
- 0.14
- Min
- 0.06
A Forward PEG Ratio of 3.50 places ULS in the upper quartile for the Specialty Business Services industry. This suggests the stock is potentially expensive compared to its peers relative to its growth forecast, which may warrant caution.
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.
ULS
4.88
Specialty Business Services Industry
- Max
- 6.26
- Q3
- 3.60
- Median
- 1.90
- Q1
- 0.73
- Min
- 0.34
ULS’s P/S Ratio of 4.88 is in the upper echelon for the Specialty Business Services industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.
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.
ULS
14.57
Specialty Business Services Industry
- Max
- 3.69
- Q3
- 3.69
- Median
- 2.13
- Q1
- 1.55
- Min
- 0.59
The P/B Ratio is often not a primary valuation metric for the Specialty Business Services industry.
Valuation at a Glance
| Symbol | AER | ULS |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 9.85 | 41.95 |
| Forward PEG Ratio (TTM) | 1.33 | 3.50 |
| Price-to-Sales Ratio (P/S, TTM) | 2.56 | 4.88 |
| Price-to-Book Ratio (P/B, TTM) | 1.22 | 14.57 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | -9.80 | 46.31 |
| EV-to-EBITDA (TTM) | 12.54 | 23.01 |
| EV-to-Sales (TTM) | 8.22 | 5.08 |