Critical Survey: NPK International (NYSE:NPKI) vs. Aercap (NYSE:AER)

Aercap (NYSE:AER) and NPK International (NYSE:NPKI) are both industrials companies, but which is the superior stock? We will compare the two businesses based on the strength of their analyst recommendations, institutional ownership, dividends, profitability, valuation, risk and earnings.

Earnings & Valuation

This table compares Aercap and NPK International”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Aercap	$8.52 billion	2.85	$3.75 billion	$20.32	7.16
NPK International	$277.04 million	4.16	$38.94 million	$0.50	27.16

Aercap has higher revenue and earnings than NPK International. Aercap is trading at a lower price-to-earnings ratio than NPK International, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Aercap and NPK International’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Aercap	37.85%	17.60%	4.51%
NPK International	14.19%	11.31%	9.24%

Analyst Recommendations

This is a summary of current recommendations and price targets for Aercap and NPK International, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Aercap	0	1	9	1	3.00
NPK International	0	1	2	0	2.67

Aercap currently has a consensus price target of $172.56, suggesting a potential upside of 18.66%. NPK International has a consensus price target of $18.00, suggesting a potential upside of 32.55%. Given NPK International’s higher probable upside, analysts clearly believe NPK International is more favorable than Aercap.

Risk & Volatility

Aercap has a beta of 0.93, suggesting that its share price is 7% less volatile than the S&P 500. Comparatively, NPK International has a beta of 1.3, suggesting that its share price is 30% more volatile than the S&P 500.

Insider & Institutional Ownership

96.4% of Aercap shares are held by institutional investors. Comparatively, 80.8% of NPK International shares are held by institutional investors. 0.5% of Aercap shares are held by insiders. Comparatively, 4.2% of NPK International shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Summary

Aercap beats NPK International on 9 of the 15 factors compared between the two stocks.

About Aercap

AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in China, Hong Kong, Macau, the United States, Ireland, and internationally. The company offers aircraft asset management services, such as remarketing aircraft and engines; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; and conducting ongoing lessee financial performance reviews. Its aircraft asset management services also include periodically inspecting the leased aircraft and engines; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructuring negotiations in connection with lease defaults; repossessing aircraft and engines; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and engine valuations; and providing market research services. In addition, the company provides cash management services, including treasury services, such as the financing, refinancing, hedging, and ongoing cash management of vehicles; and administrative services comprising accounting and corporate secretarial services consisting of the preparation of budgets and financial statements. Further, it offers airframe and engine parts and supply chain solutions to airlines; maintenance, repair, and overhaul service providers; and aircraft parts distributors. The company had a portfolio of owned, managed, or on order aircraft. AerCap Holdings N.V. was founded in 1995 and is headquartered in Dublin, Ireland.

About NPK International

NPK International Inc. provides products, rentals, and services primarily to the oil and natural gas exploration and production (E&P) industry. It operates through two segments, Fluids Systems and Industrial Solutions. The Fluids Systems segment provides drilling, completion, and stimulation fluids products and related technical services to customers primarily in the North America, Europe, the Middle East, and Africa, as well as other countries in the Asia Pacific and Latin America. The Industrial Solutions segment offers composite matting system rentals utilized for temporary worksite access; related site construction and services to customers in various markets, including power transmission, E&P, pipeline, renewable energy, petrochemical, construction, and other industries primarily in the United States and Europe; recyclable composite mats to customers worldwide; and access road construction, site planning and preparation, environmental protection, erosion control, and site restoration services. The company was formerly known as Newpark Resources, Inc. and changed its name to NPK International Inc. in December 2024. The company was incorporated in 1932 and is headquartered in The Woodlands, Texas.