AerCap Holdings NV (AER)vsOshkosh Corporation (OSK)
AER
AerCap Holdings NV
$142.21
+2.97%
INDUSTRIALS · Cap: $22.48B
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 22% more annual revenue ($10.42B vs $8.52B). AER leads profitability with a 44.0% profit margin vs 6.2%. AER appears more attractively valued with a PEG of 0.80. AER earns a higher WallStSmart Score of 79/100 (B+).
AER
Strong Buy79
out of 100
Grade: B+
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.8%
Fair Value
$103.81
Current Price
$142.21
$38.40 premium
Margin of Safety
+32.8%
Fair Value
$259.60
Current Price
$147.37
$112.23 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 48.0%
Every $100 of equity generates 21 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Negative free cash flow — burning cash
Distress zone — elevated risk
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
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 44.0% and operating margin at 48.0%. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : AER
The primary concerns for AER are Free Cash Flow, Altman Z-Score.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
AER profiles as a mature stock while OSK is a value play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
AER is growing revenue faster at 8.3% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
AER scores higher overall (79/100 vs 48/100), backed by strong 44.0% margins. OSK offers better value entry with a 32.8% margin of safety. Both earn "Strong Buy" and "Hold" 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.
Oshkosh Corporation
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
Oshkosh Corporation designs, manufactures and markets specialty vehicles and bodies worldwide. The company is headquartered in Oshkosh, Wisconsin.
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