AerCap Holdings NV (AER)vsOshkosh Corporation (OSK)
AER
AerCap Holdings NV
$141.50
+0.76%
INDUSTRIALS · Cap: $22.56B
OSK
Oshkosh Corporation
$145.85
-1.30%
INDUSTRIALS · Cap: $9.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 18% more annual revenue ($10.61B vs $8.96B). AER leads profitability with a 37.9% profit margin vs 5.2%. AER appears more attractively valued with a PEG of 0.80. AER earns a higher WallStSmart Score of 75/100 (B).
AER
Strong Buy75
out of 100
Grade: B
OSK
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-58.1%
Fair Value
$93.75
Current Price
$141.50
$47.75 premium
Intrinsic value data unavailable for OSK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 57.5%
Growing faster than its price suggests
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Earnings declined 35.3%
Distress zone — elevated risk
Elevated debt levels
5.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Earnings declined 7.6%
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 37.9% and operating margin at 57.5%. Revenue growth of 14.9% demonstrates continued momentum.
Bull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bear Case : AER
The primary concerns for AER are EPS Growth, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.32 is elevated, increasing financial risk.
Bear Case : OSK
The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.
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 1.26 — expect wider price swings.
AER is growing revenue faster at 14.9% — sustainability is the question.
OSK generates stronger free cash flow (349M), providing more financial flexibility.
Bottom Line
AER scores higher overall (75/100 vs 50/100), backed by strong 37.9% margins and 14.9% revenue growth. 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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