AerCap Holdings NV (AER)vsWillis Lease Finance Corporation (WLFC)
AER
AerCap Holdings NV
$137.82
+0.97%
INDUSTRIALS · Cap: $23.46B
WLFC
Willis Lease Finance Corporation
$176.96
+0.71%
INDUSTRIALS · Cap: $1.36B
Smart Verdict
WallStSmart Research — data-driven comparison
AerCap Holdings NV generates 1163% more annual revenue ($8.52B vs $674.38M). AER leads profitability with a 44.0% profit margin vs 18.2%. 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+
WLFC
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.9%
Fair Value
$369.94
Current Price
$137.82
$232.12 discount
Margin of Safety
-77.9%
Fair Value
$113.29
Current Price
$176.96
$63.67 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
Attractively priced relative to earnings
Strong operational efficiency at 45.6%
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 26.1% year-over-year
Areas to Watch
Negative free cash flow — burning cash
Distress zone — elevated risk
Smaller company, higher risk/reward
Weak financial health signals
Earnings declined 3.6%
Negative free cash flow — burning cash
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 : WLFC
The strongest argument for WLFC centers on P/E Ratio, Operating Margin, PEG Ratio. Profitability is solid with margins at 18.2% and operating margin at 45.6%. Revenue growth of 26.1% demonstrates continued momentum.
Bear Case : AER
The primary concerns for AER are Free Cash Flow, Altman Z-Score.
Bear Case : WLFC
The primary concerns for WLFC are Market Cap, Piotroski F-Score, EPS Growth. Debt-to-equity of 3.14 is elevated, increasing financial risk.
Key Dynamics to Monitor
AER profiles as a mature stock while WLFC is a growth play — different risk/reward profiles.
AER carries more volatility with a beta of 0.96 — expect wider price swings.
WLFC is growing revenue faster at 26.1% — sustainability is the question.
WLFC generates stronger free cash flow (-148M), providing more financial flexibility.
Bottom Line
AER scores higher overall (79/100 vs 71/100), backed by strong 44.0% margins. Both earn "Strong Buy" and "Strong 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.
Willis Lease Finance Corporation
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Willis Lease Finance Corporation is a global lessor and manager of commercial aircraft and aircraft engines. The company is headquartered in Coconut Creek, Florida.
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