AerCap Holdings N.V. vs HERC HOLDINGS INC.. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
AerCap leases aircraft to the world's airlines; Herc rents construction and industrial equipment. AerCap's 44.04% net margin reflects the economics of owning planes on long leases, well above Herc's thin showing in a roughly breakeven year that left return on equity at negative 0.26%. AerCap trades at 6.99 times earnings and 1.43 times book; Herc has no usable earnings multiple this year but trades at 2.66 times book. Herc converts more cash, a 20.36% free-cash yield to AerCap's 5.15%, and pays a 1.85% dividend. Both lean on debt, Herc at 4.19 turns and AerCap at 2.38. At $26.2B AerCap is five times Herc's $5.0B.
Comparison updated 2026-07-11.
| Metric | AER | HRI |
|---|---|---|
| Price | $149.78 | $149.31 |
| Market cap | $26.4B | $5.0B |
| Sector | Leasing | Equipment Rental |
| Stage | Growth | Growth |
| Implied growth (priced in) | +14.4% | — |
| P/E | 7.0 | — |
| P/B | 1.44 | 2.62 |
| P/S | 3.10 | 1.07 |
| EV/EBITDA | 25.9 | — |
| Revenue growth | +13.6% | +28.2% |
| Net margin | 44.0% | -0.1% |
| Return on equity | 20.5% | -0.3% |
| Return on assets | 5.2% | -0.0% |
| FCF yield | 20.4% | 20.6% |
| Dividend yield | — | 1.9% |
| Debt / equity | 2.38 | 4.19 |
| Current ratio | — | 1.46 |
| Altman Z (solvency) | 0.73 | 0.68 |
| Piotroski F (quality) | 9 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.