AerCap (AER) and The Competition Head to Head Analysis

AerCap (NYSE: AER) is one of 16 publicly-traded companies in the “Equipment rental & leasing, not elsewhere classified” industry, but how does it compare to its competitors? We will compare AerCap to similar businesses based on the strength of its valuation, analyst recommendations, dividends, institutional ownership, risk, earnings and profitability.

Earnings and Valuation

This table compares AerCap and its competitors gross revenue, earnings per share and valuation.

Gross Revenue Net Income Price/Earnings Ratio
AerCap $5.04 billion $1.08 billion 8.33
AerCap Competitors $1.49 billion $248.94 million -0.80

AerCap has higher revenue and earnings than its competitors. AerCap is trading at a higher price-to-earnings ratio than its competitors, indicating that it is currently more expensive than other companies in its industry.

Institutional & Insider Ownership

84.6% of AerCap shares are held by institutional investors. Comparatively, 58.2% of shares of all “Equipment rental & leasing, not elsewhere classified” companies are held by institutional investors. 13.1% of shares of all “Equipment rental & leasing, not elsewhere classified” companies are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Risk and Volatility

AerCap has a beta of 1.81, meaning that its stock price is 81% more volatile than the S&P 500. Comparatively, AerCap’s competitors have a beta of 1.86, meaning that their average stock price is 86% more volatile than the S&P 500.

Analyst Recommendations

This is a summary of current recommendations and price targets for AerCap and its competitors, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AerCap 1 2 7 0 2.60
AerCap Competitors 82 400 633 50 2.56

AerCap presently has a consensus price target of $60.22, suggesting a potential upside of 14.27%. As a group, “Equipment rental & leasing, not elsewhere classified” companies have a potential upside of 20.30%. Given AerCap’s competitors higher probable upside, analysts clearly believe AerCap has less favorable growth aspects than its competitors.

Profitability

This table compares AerCap and its competitors’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
AerCap 21.36% 12.31% 2.56%
AerCap Competitors 4.16% 3.30% -0.57%

Summary

AerCap beats its competitors on 9 of the 13 factors compared.

About AerCap

AerCap Holdings N.V., an aircraft leasing company, engages in the lease, financing, sale, and management of commercial aircraft and engines in Mainland China, Hong Kong, Macau, the United States, Ireland, and internationally. The company provides aircraft asset management services, including remarketing aircraft; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft; and conducting ongoing lessee financial performance reviews. Its aircraft asset management services also comprise periodically inspecting the leased aircraft; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructuring negotiations in connection with lease defaults; repossessing aircraft; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and aircraft engine valuations; and providing market research services. In addition, the company offers cash management services, including treasury services, such as the financing, refinancing, hedging, and ongoing cash management of vehicles; and administrative services comprising accounting and secretarial services consisting of the preparation of budgets and financial statements, and liaising with the rating agencies. Further, it provides engine leasing; certified aircraft engines, airframes, and engine parts; and supply chain solutions. Additionally, the company sells airframe parts to airlines, maintenance, and repair and maintenance service providers, as well as aircraft parts distributors. As of December 31, 2017, it owned and managed a fleet of 1,531 aircraft. AerCap Holdings N.V. was founded in 1995 and is headquartered in Dublin, Ireland.

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