AerCap Holdings NV (AER)vsU-Haul Holding Company (UHAL-B)
AER
AerCap Holdings NV
$150.00
+1.02%
INDUSTRIALS · Cap: $23.41B
UHAL-B
U-Haul Holding Company
$48.35
+0.86%
INDUSTRIALS · Cap: $9.22B
Smart Verdict
WallStSmart Research — data-driven comparison
AerCap Holdings NV generates 45% more annual revenue ($8.68B vs $6.00B). AER leads profitability with a 45.2% profit margin vs 2.1%. AER trades at a lower P/E of 6.5x. AER earns a higher WallStSmart Score of 85/100 (A-).
AER
Exceptional Buy85
out of 100
Grade: A-
UHAL-B
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-35.3%
Fair Value
$109.60
Current Price
$150.00
$40.40 premium
Margin of Safety
+48.1%
Fair Value
$86.28
Current Price
$48.35
$37.93 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 45 of every $100 in revenue as profit
Strong operational efficiency at 60.9%
Every $100 of equity generates 22 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 45.2% and operating margin at 60.9%. 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 102.2x 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 7.9% — sustainability is the question.
AER generates stronger free cash flow (-70M), providing more financial flexibility.
Bottom Line
AER scores higher overall (85/100 vs 36/100), backed by strong 45.2% margins. UHAL-B offers better value entry with a 48.1% margin of safety. Both earn "Exceptional 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, is a prominent provider of storage and transportation solutions across North America, specializing in a wide variety of rental trucks, trailers, and self-storage facilities. With a strong brand reputation and an extensive network, the company caters to a diverse clientele, including individual households and commercial entities. U-Haul's dedication to affordability and customer satisfaction, coupled with strategic investments in technology and operational efficiencies, positions it for sustained growth in the competitive do-it-yourself moving sector. As an industry leader, U-Haul is well-positioned to benefit from the rising consumer demand for flexible and accessible moving solutions.
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