AerCap N.V. (AER) vs Allegion (ALLE)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
AerCap N.V. (AER) has outperformed Allegion (ALLE) over the past year, gaining 17.2% versus a loss of 15.9%. Over five years, AER leads with a +133.7% price change compared with +11.8% for ALLE. AerCap N.V. is the larger company by market cap ($22.45 billion vs $12.75 billion), about 1.8 times the size, while Allegion is growing revenue faster (+7.8% vs +6.5%).
On valuation, AerCap N.V. trades at a lower forward P/E (7.8x vs 15.3x for Allegion). Allegion offers the higher dividend yield (1.41% vs 1.03%). AerCap N.V. converts more of its revenue into profit, with a net margin of 44.0% versus 15.8%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AER | ALLE |
|---|---|---|
| Share price | $142.81 | $149.99 |
| Market cap | $22.45B | $12.75B |
| 1-day change | +0.18% | +1.41% |
| YTD return | -0.66% | -5.80% |
| 1-year return | +17.21% | -15.86% |
| 5-year return | +133.66% | +11.85% |
| P/E ratio (TTM) | 7.00 | 19.66 |
| Forward P/E | 7.84 | 15.33 |
| EPS (TTM) | $20.41 | $7.63 |
| Dividend yield | 1.03% | 1.41% |
| Annual dividend | $1.47 | $2.12 |
| Revenue (latest FY) | $8.52B | $4.07B |
| Revenue growth (YoY) | +6.50% | +7.82% |
| Net income (latest FY) | $3.75B | $643.80M |
| Gross margin | — | 45.20% |
| Operating margin | — | 21.13% |
| Net margin | 44.04% | 15.83% |
| 52-week high | $158.81 | $183.11 |
| 52-week low | $118.96 | $125.00 |
| Distance from 52-week high | -10.07% | -18.09% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +25.55% | +18.67% |
| Average volume | 1.06M | 1.27M |
| Shares outstanding | 157.18M | 85.04M |
| Employees | 668 | 13,300 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Diversified Commercial Services | Diversified Commercial Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- AER has outperformed ALLE by 33.1 percentage points over the past year.
- Allegion trades at a higher earnings multiple (19.7x vs 7.0x trailing P/E).
- AerCap N.V. is more profitable, keeping 44.0 cents of every revenue dollar as net income versus 15.8 cents for Allegion.
About AerCap N.V.
AER stock →AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in the United States, China, and internationally.
Consumer Discretionary · Diversified Commercial Services · 668 employees
About Allegion
ALLE stock →Allegion plc engages in the provision of security products and solutions worldwide. It is operating through two segments: Allegion Americas and Allegion International.
Consumer Discretionary · Diversified Commercial Services · 13,300 employees
AER vs ALLE FAQ
Which is bigger, AerCap N.V. or Allegion?
AerCap N.V. (AER) is larger, with a market capitalization of $22.45B compared with $12.75B for Allegion (ALLE).
Which stock has performed better over the past year, AER or ALLE?
AER returned +17.21% over the past 12 months, compared with -15.86% for ALLE (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AER or ALLE?
AER has the lower trailing P/E at 7.0, versus 19.7 for ALLE. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, AerCap N.V. or Allegion?
Allegion has the higher yield at 1.41%, compared with 1.03% for AerCap N.V..
Are AerCap N.V. and Allegion in the same industry?
Yes. Both are classified in the Diversified Commercial Services industry within the Consumer Discretionary sector.