AerCap Holdings N.V. vs United Rentals, Inc.. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
United Rentals owns and rents construction equipment; AerCap owns and leases jets. United earns far more on its book, 27.95% on equity to AerCap's 5.12%, while AerCap keeps a much fatter 44.04% net margin against United's 15.32%, the split between renting many small machines and leasing a few very large ones. The market pays 28.64 times earnings and 7.89 times book for United's growth, against 6.99 times and 1.43 times for AerCap. AerCap carries heavier debt, 2.38 turns to United's 0.18, and converts less cash, 5.15% to 7.46%. At $70.8B United is nearly three times AerCap's $26.2B.
Comparison updated 2026-07-11.
| Metric | AER | URI |
|---|---|---|
| Price | $149.78 | $1095.55 |
| Market cap | $26.4B | $69.0B |
| Sector | Leasing | Equipment Rental |
| Stage | Growth | Mature |
| Implied growth (priced in) | +14.4% | — |
| P/E | 7.0 | 27.9 |
| P/B | 1.44 | 7.70 |
| P/S | 3.10 | 4.22 |
| EV/EBITDA | 25.9 | 15.8 |
| Revenue growth | +13.6% | +5.1% |
| Gross margin | — | 36.9% |
| Operating margin | — | 21.8% |
| Net margin | 44.0% | 15.3% |
| Return on equity | 20.5% | 27.9% |
| Return on assets | 5.2% | 8.4% |
| Return on invested capital | — | 28.9% |
| FCF yield | 20.4% | 7.7% |
| Dividend yield | — | 0.7% |
| Debt / equity | 2.38 | 0.18 |
| Current ratio | — | 0.80 |
| Altman Z (solvency) | 0.73 | 3.35 |
| Piotroski F (quality) | 9 / 9 | 6 / 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.