AerCap N.V. (AER) vs Sunbelt Rentals (SUNB)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Sunbelt Rentals is the larger company by market cap ($30.67 billion vs $22.45 billion), about 1.4 times the size, while AerCap N.V. is growing revenue faster (+6.5% vs +3.4%). On valuation, AerCap N.V. trades at a lower forward P/E (7.8x vs 15.4x for Sunbelt Rentals). Sunbelt Rentals offers the higher dividend yield (1.90% vs 1.03%).
AerCap N.V. converts more of its revenue into profit, with a net margin of 44.0% versus 11.9%.
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 | SUNB |
|---|---|---|
| Share price | $142.81 | $74.85 |
| Market cap | $22.45B | $30.67B |
| 1-day change | +0.18% | +0.11% |
| YTD return | -0.66% | — |
| 1-year return | +17.21% | — |
| 5-year return | +133.66% | — |
| P/E ratio (TTM) | 7.00 | 22.61 |
| Forward P/E | 7.84 | 15.35 |
| EPS (TTM) | $20.41 | $3.31 |
| Dividend yield | 1.03% | 1.90% |
| Annual dividend | $1.47 | $1.43 |
| Revenue (latest FY) | $8.52B | $11.15B |
| Revenue growth (YoY) | +6.50% | +3.36% |
| Net income (latest FY) | $3.75B | $1.32B |
| Gross margin | — | 38.46% |
| Operating margin | — | 19.55% |
| Net margin | 44.04% | 11.88% |
| 52-week high | $158.81 | $86.68 |
| 52-week low | $118.96 | $61.03 |
| Distance from 52-week high | -10.07% | -13.65% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +25.55% | +18.33% |
| Average volume | 1.06M | 4.54M |
| Shares outstanding | 157.18M | 409.76M |
| Employees | 668 | 26,613 |
| 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
- Sunbelt Rentals trades at a higher earnings multiple (22.6x vs 7.0x trailing P/E).
- AerCap N.V. is more profitable, keeping 44.0 cents of every revenue dollar as net income versus 11.9 cents for Sunbelt Rentals.
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 Sunbelt Rentals
SUNB stock →Sunbelt Rentals Holdings, Inc., together with its subsidiaries, engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada. The company operates through North America-General Tool, North America-Specialty, and United Kingdom segments.
Consumer Discretionary · Diversified Commercial Services · 26,613 employees
AER vs SUNB FAQ
Which is bigger, AerCap N.V. or Sunbelt Rentals?
Sunbelt Rentals (SUNB) is larger, with a market capitalization of $30.67B compared with $22.45B for AerCap N.V. (AER).
Which has the lower P/E ratio, AER or SUNB?
AER has the lower trailing P/E at 7.0, versus 22.6 for SUNB. 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 Sunbelt Rentals?
Sunbelt Rentals has the higher yield at 1.90%, compared with 1.03% for AerCap N.V..
Are AerCap N.V. and Sunbelt Rentals in the same industry?
Yes. Both are classified in the Diversified Commercial Services industry within the Consumer Discretionary sector.