AerCap Holdings N.V. vs WILLSCOT HOLDINGS CORPORATION. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Aircraft meet modular boxes here: AerCap leases jets to airlines, WillScot rents offices and portable storage. AerCap earns a 44.04% net margin and 5.12% on equity; WillScot fell to a loss this year after charges, a negative 2.99% margin and a negative 7.8% return, so no earnings multiple applies. AerCap trades cheaply at 6.99 times earnings and 1.43 times book, WillScot richly at 6.02 times book despite the loss. WillScot converts more cash, a 13.79% free-cash yield to 5.15%, but carries even heavier debt, 4 turns to AerCap's 2.38. At $26.2B AerCap is five times WillScot's $5.2B.
Comparison updated 2026-07-11.
| Metric | AER | WSC |
|---|---|---|
| Price | $149.78 | $26.21 |
| Market cap | $26.4B | $4.8B |
| Sector | Leasing | Equipment Rental |
| Stage | Growth | Mature |
| Implied growth (priced in) | +14.4% | — |
| P/E | 7.0 | — |
| P/B | 1.44 | 5.46 |
| P/S | 3.10 | 2.09 |
| EV/EBITDA | 25.9 | 32.2 |
| Revenue growth | +13.6% | -4.1% |
| Gross margin | — | 52.1% |
| Operating margin | — | 17.6% |
| Net margin | 44.0% | -3.0% |
| Return on equity | 20.5% | -7.8% |
| Return on assets | 5.2% | -1.2% |
| Return on invested capital | — | 2.9% |
| FCF yield | 20.4% | 15.2% |
| Debt / equity | 2.38 | 4.00 |
| Current ratio | — | 0.79 |
| Altman Z (solvency) | 0.73 | 0.81 |
| 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.