AerCap Holdings NV (AER)vsWillscot Mobile Mini Holdings Corp A (WSC)
AER
AerCap Holdings NV
$137.82
+0.97%
INDUSTRIALS · Cap: $23.46B
WSC
Willscot Mobile Mini Holdings Corp A
$18.65
+2.08%
INDUSTRIALS · Cap: $3.32B
Smart Verdict
WallStSmart Research — data-driven comparison
AerCap Holdings NV generates 273% more annual revenue ($8.52B vs $2.28B). AER leads profitability with a 44.0% profit margin vs -2.3%. 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+
WSC
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.9%
Fair Value
$369.94
Current Price
$137.82
$232.12 discount
Intrinsic value data unavailable for WSC.
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
Strong operational efficiency at 27.7%
Areas to Watch
Negative free cash flow — burning cash
Distress zone — elevated risk
Weak financial health signals
ROE of -5.7% — below average capital efficiency
Revenue declined 6.1%
Earnings declined 20.7%
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 : WSC
The strongest argument for WSC centers on Operating Margin. PEG of 1.19 suggests the stock is reasonably priced for its growth.
Bear Case : AER
The primary concerns for AER are Free Cash Flow, Altman Z-Score.
Bear Case : WSC
The primary concerns for WSC are Piotroski F-Score, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
AER profiles as a mature stock while WSC is a turnaround play — different risk/reward profiles.
WSC carries more volatility with a beta of 1.10 — expect wider price swings.
AER is growing revenue faster at 8.3% — sustainability is the question.
WSC generates stronger free cash flow (71M), providing more financial flexibility.
Bottom Line
AER scores higher overall (79/100 vs 44/100), 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.
Willscot Mobile Mini Holdings Corp A
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
WillScot Mobile Mini Holdings Corp. The company is headquartered in Phoenix, Arizona.
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