WallStSmart

AerCap Holdings NV (AER)vsFederal Signal Corporation (FSS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AerCap Holdings NV generates 266% more annual revenue ($8.96B vs $2.45B). AER leads profitability with a 37.9% profit margin vs 11.7%. AER appears more attractively valued with a PEG of 0.80. AER earns a higher WallStSmart Score of 75/100 (B).

AER

Strong Buy

75

out of 100

Grade: B

Growth: 4.7Profit: 8.5Value: 6.7Quality: 3.5
Piotroski: 6/9Altman Z: 0.88

FSS

Buy

64

out of 100

Grade: C+

Growth: 8.0Profit: 7.5Value: 5.0Quality: 7.5
Piotroski: 3/9Altman Z: 3.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AERSignificantly Overvalued (-58.8%)

Margin of Safety

-58.8%

Fair Value

$93.37

Current Price

$151.72

$58.35 premium

UndervaluedFair: $93.37Overvalued

Intrinsic value data unavailable for FSS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AER6 strengths · Avg: 9.5/10
P/E RatioValuation
7.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
37.9%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
57.5%10/10

Strong operational efficiency at 57.5%

Return on EquityProfitability
21.3%9/10

Every $100 of equity generates 21 in profit

PEG RatioValuation
0.808/10

Growing faster than its price suggests

FSS3 strengths · Avg: 8.7/10
Altman Z-ScoreHealth
3.2610/10

Safe zone — low bankruptcy risk

Revenue GrowthGrowth
18.7%8/10

18.7% revenue growth

EPS GrowthGrowth
20.7%8/10

Earnings expanding 20.7% YoY

Areas to Watch

AER4 concerns · Avg: 1.8/10
EPS GrowthGrowth
-35.3%2/10

Earnings declined 35.3%

Free Cash FlowQuality
$-69.91M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.882/10

Distress zone — elevated risk

Debt/EquityHealth
2.341/10

Elevated debt levels

FSS3 concerns · Avg: 3.7/10
PEG RatioValuation
1.924/10

Expensive relative to growth rate

P/E RatioValuation
26.9x4/10

Moderate valuation

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AER

The strongest argument for AER centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 37.9% and operating margin at 57.5%. Revenue growth of 14.9% demonstrates continued momentum.

Bull Case : FSS

The strongest argument for FSS centers on Altman Z-Score, Revenue Growth, EPS Growth. Revenue growth of 18.7% demonstrates continued momentum.

Bear Case : AER

The primary concerns for AER are EPS Growth, Free Cash Flow, Altman Z-Score. Debt-to-equity of 2.34 is elevated, increasing financial risk.

Bear Case : FSS

The primary concerns for FSS are PEG Ratio, P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

AER profiles as a mature stock while FSS is a growth play — different risk/reward profiles.

FSS carries more volatility with a beta of 1.23 — expect wider price swings.

FSS is growing revenue faster at 18.7% — sustainability is the question.

FSS generates stronger free cash flow (95M), providing more financial flexibility.

Bottom Line

AER scores higher overall (75/100 vs 64/100), backed by strong 37.9% margins and 14.9% revenue growth. Both earn "Strong Buy" and "Buy" 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.

Federal Signal Corporation

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

Federal Signal Corporation designs, manufactures, and supplies a suite of integrated products and solutions for municipal, government, industrial, and commercial customers in the United States, Canada, Europe, and internationally. The company is headquartered in Oak Brook, Illinois.

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