AerCap Holdings NV (AER)vsCustom Truck One Source Inc (CTOS)
AER
AerCap Holdings NV
$169.64
+2.09%
INDUSTRIALS · Cap: $24.25B
CTOS
Custom Truck One Source Inc
$9.33
+0.32%
INDUSTRIALS · Cap: $2.41B
Smart Verdict
WallStSmart Research — data-driven comparison
AerCap Holdings NV generates 343% more annual revenue ($9.07B vs $2.05B). AER leads profitability with a 34.5% profit margin vs 1.4%. AER trades at a lower P/E of 8.2x. AER earns a higher WallStSmart Score of 71/100 (B).
AER
Strong Buy71
out of 100
Grade: B
CTOS
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-50.1%
Fair Value
$98.76
Current Price
$169.64
$70.88 premium
Margin of Safety
-74.2%
Fair Value
$4.07
Current Price
$9.33
$5.26 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 62.5%
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
4.6% revenue growth
Earnings declined 11.6%
Distress zone — elevated risk
Elevated debt levels
2.7% revenue growth
1.4% margin — thin
Premium valuation, high expectations priced in
ROE of -2.1% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : AER
The strongest argument for AER centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 34.5% and operating margin at 62.5%. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bull Case : CTOS
The strongest argument for CTOS centers on Price/Book.
Bear Case : AER
The primary concerns for AER are Revenue Growth, EPS Growth, Altman Z-Score. Debt-to-equity of 2.32 is elevated, increasing financial risk.
Bear Case : CTOS
The primary concerns for CTOS are Revenue Growth, Profit Margin, P/E Ratio. A P/E of 81.5x leaves little room for execution misses. Debt-to-equity of 2.61 is elevated, increasing financial risk.
Key Dynamics to Monitor
CTOS carries more volatility with a beta of 1.43 — expect wider price swings.
AER is growing revenue faster at 4.6% — sustainability is the question.
AER generates stronger free cash flow (47M), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AER scores higher overall (71/100 vs 35/100), backed by strong 34.5% margins. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
AerCap Holdings NV
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
AerCap Holdings NV is engaged in the leasing, financing, sale and management of commercial aircraft and engines in mainland China, Hong Kong, Macau, the United States, Ireland and internationally. The company is headquartered in Dublin, Ireland.
Custom Truck One Source Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Custom Truck One Source, Inc. provides specialized equipment rental services to the electrical, telecommunications, and railroad transmission and distribution industries in North America. The company is headquartered in Kansas City, Missouri.
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