AerCap Holdings NV (AER)vsU-Haul Holding Company (UHAL-B)
AER
AerCap Holdings NV
$131.60
-1.33%
INDUSTRIALS · Cap: $23.39B
UHAL-B
U-Haul Holding Company
$39.92
-1.75%
INDUSTRIALS · Cap: $8.15B
Smart Verdict
WallStSmart Research — data-driven comparison
AerCap Holdings NV generates 42% more annual revenue ($8.52B vs $6.00B). AER leads profitability with a 44.0% profit margin vs 2.1%. AER trades at a lower P/E of 6.3x. AER earns a higher WallStSmart Score of 79/100 (B+).
AER
Strong Buy79
out of 100
Grade: B+
UHAL-B
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.5%
Fair Value
$375.67
Current Price
$131.60
$244.07 discount
Margin of Safety
-1300.0%
Fair Value
$3.20
Current Price
$39.92
$36.72 premium
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
Reasonable price relative to book value
Areas to Watch
Negative free cash flow — burning cash
Distress zone — elevated risk
1.9% revenue growth
ROE of 1.7% — below average capital efficiency
2.1% margin — thin
Operating margin of 2.5%
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 : UHAL-B
The strongest argument for UHAL-B centers on Price/Book.
Bear Case : AER
The primary concerns for AER are Free Cash Flow, Altman Z-Score.
Bear Case : UHAL-B
The primary concerns for UHAL-B are Revenue Growth, Return on Equity, Profit Margin. A P/E of 90.2x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
AER profiles as a mature stock while UHAL-B is a value play — different risk/reward profiles.
UHAL-B carries more volatility with a beta of 1.11 — expect wider price swings.
AER is growing revenue faster at 8.3% — sustainability is the question.
AER generates stronger free cash flow (-891M), providing more financial flexibility.
Bottom Line
AER scores higher overall (79/100 vs 36/100), backed by strong 44.0% margins. 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.
U-Haul Holding Company
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
U-Haul Holding Company, a subsidiary of AMERCO, stands as a leading provider of storage and transportation solutions in North America, offering a diverse range of rental trucks, trailers, and self-storage facilities. With a robust brand reputation and a vast network, U-Haul serves a wide array of clients, from individual households to commercial enterprises. The company's commitment to affordability, convenience, and superior customer experience, alongside ongoing investments in technology and efficiency, positions it favorably for continued growth in the dynamic do-it-yourself moving market. As one of the largest players in the industry, U-Haul is poised to capitalize on increasing consumer demand for flexible moving solutions.
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