AER vs. URI: AerCap vs. United Rentals Stock Comparison

November 11, 2026

How do AerCap (AER) and United Rentals (URI) 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 United Rentals (URI) 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.

Company profile comparison for AerCap (AER) and United Rentals (URI)
Profile Item	AER	URI
Name	AerCap Holdings N.V.	United Rentals 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	65.36 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	November 21, 2006	December 18, 1997
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

AER

URI

GSPC

AerCap (AER) vs. United Rentals (URI), 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 United Rentals (URI). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for AerCap (AER) and United Rentals (URI)
Metric	AER	URI
Total Return (1Y)	32.17%	35.39%
Total Return (3Y, Annualized)	39.43%	38.68%
Total Return (5Y, Annualized)	21.06%	24.76%

Risk Profile

Drawdown History

AER

URI

GSPC

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

Risk Metrics

Risk profile metrics for AerCap (AER) and United Rentals (URI)
Metric	AER	URI
Volatility (1Y, Annualized)	26.10%	44.71%
Beta (5Y)	0.95	1.81
Max Drawdown (5Y)	-44.81%	-39.76%
Avg. Volume (3M)	1.13M	496.78K

Risk-Adjusted Performance

Risk-Return Positioning

AER and URI 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 United Rentals (URI)
Metric	AER	URI
Sharpe Ratio (1Y)	1.07	0.70
Sortino Ratio (1Y)	1.59	1.16

Profitability

ROE (TTM)

United Rentals (URI) at 30.56% sits in the top ROE quartile, while AerCap (AER) at 17.00% is closer to the peer norm — stronger capital efficiency for URI.

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%

URI

Capital Goods industry group

30.56%

Max: 40.55%
URI: 30.56%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

AerCap (AER) vs. United Rentals (URI): 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 United Rentals (URI) at 16.33% 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%

URI

Capital Goods industry group

16.33%

Max: 27.47%
URI: 16.33%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

AerCap (AER) vs. United Rentals (URI): 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 United Rentals (URI) at 29.21% 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%

URI

Capital Goods industry group

29.21%

Max: 36.60%
URI: 29.21%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

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

Profitability Metrics

Profitability metrics for AerCap (AER) and United Rentals (URI)
Metric	AER	URI
ROE (TTM)	17.00%	30.56%
ROA (TTM)	4.52%	9.14%
Net Margin (TTM)	34.47%	16.33%
Operating Margin (TTM)	62.55%	29.21%
Gross Margin (TTM)	63.02%	39.19%

Growth

Revenue Growth

Both AerCap (AER) at 6.50% and United Rentals (URI) at 4.91% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

AerCap (AER) vs. United Rentals (URI): 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 United Rentals (URI) at -0.21% is closer to the peer norm — faster per-share earnings growth for AER.

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

Growth Metrics

Growth metrics for AerCap (AER) and United Rentals (URI)
Metric	AER	URI
Revenue Growth (YoY)	6.50%	4.91%
Revenue Growth (3Y CAGR)	6.69%	11.41%
EPS Growth (YoY)	97.41%	-0.21%
EPS Growth (3Y CAGR)	--	9.20%

Financial Strength

Current Ratio (MRQ)

AerCap (AER) at 1.45 keeps current ratio within its industry’s typical mid-range, while United Rentals (URI) at 0.80 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for URI.

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

URI

Capital Goods industry group

0.80

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
URI: 0.80
Min: 0.36

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

Debt / Equity (MRQ)

Both AerCap (AER) at 2.33 and United Rentals (URI) at 1.64 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

URI

Capital Goods industry group

1.64

Max: 2.33
URI: 1.64
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

AerCap (AER) vs. United Rentals (URI): 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 United Rentals (URI)
Metric	AER	URI
Current Ratio (MRQ)	1.45	0.80
Debt / Equity (MRQ)	2.33	1.64
Net Debt / EBITDA	7.77	3.12

Dividends

Dividend Yield (TTM)

Both AerCap (AER) at 0.96% and United Rentals (URI) at 0.74% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

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%

URI

Capital Goods industry group

0.74%

Max: 2.66%
Q3: 1.14%
URI: 0.74%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

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

Dividend Payout Ratio (TTM)

Both AerCap (AER) at 7.52% and United Rentals (URI) at 16.95% 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%

URI

Capital Goods industry group

16.95%

Max: 67.39%
Q3: 28.02%
URI: 16.95%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

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

Dividend Metrics

Dividend metrics for AerCap (AER) and United Rentals (URI)
Metric	AER	URI
Dividend Yield (TTM)	0.96%	0.74%
Dividend Payout Ratio (TTM)	7.52%	16.95%

Valuation

P/E Ratio (TTM)

AerCap (AER) at 8.67 sits in the cheaper P/E ratio quartile, while United Rentals (URI) at 23.24 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

URI

Capital Goods industry group

23.24

Max: 59.38
Q3: 35.92
Median: 25.41
URI: 23.24
Q1: 19.47
Min: 3.03

AerCap (AER) vs. United Rentals (URI): 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 United Rentals (URI) at 3.74 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

URI

Capital Goods industry group

3.74

Max: 7.54
Q3: 3.76
URI: 3.74
Median: 2.15
Q1: 1.03
Min: 0.03

AerCap (AER) vs. United Rentals (URI): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

AerCap (AER) at 1.36 looks cheap against book in the lower P/B ratio quartile, while United Rentals (URI) at 6.75 carries a premium in the upper quartile — a clear price-to-book gap.

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

URI

Capital Goods industry group

6.75

Max: 9.66
URI: 6.75
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

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

Valuation Metrics

Valuation metrics for AerCap (AER) and United Rentals (URI)
Metric	AER	URI
P/E Ratio (TTM)	8.67	23.24
P/S Ratio (TTM)	2.84	3.74
P/B Ratio (MRQ)	1.36	6.75
Free Cash Flow Yield (TTM)	-6.60%	3.24%