AerCap N.V. (AER) vs United Rentals (URI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
AerCap N.V. (AER) has outperformed United Rentals (URI) over the past year, gaining 15.3% versus a gain of 4.9%. Over five years, URI leads with a +197.0% price change compared with +133.2% for AER. United Rentals is the larger company by market cap ($64.57 billion vs $22.41 billion), about 2.9 times the size, while AerCap N.V. is growing revenue faster (+6.5% vs +4.9%).
On valuation, AerCap N.V. trades at a lower forward P/E (7.8x vs 18.1x for United Rentals). AerCap N.V. offers the higher dividend yield (1.03% vs 0.72%). AerCap N.V. converts more of its revenue into profit, with a net margin of 44.0% versus 15.5%.
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 | URI |
|---|---|---|
| Share price | $142.56 | $1,037.44 |
| Market cap | $22.41B | $64.57B |
| 1-day change | -2.54% | -4.00% |
| YTD return | -0.83% | +28.19% |
| 1-year return | +15.31% | +4.94% |
| 5-year return | +133.25% | +196.97% |
| P/E ratio (TTM) | 7.17 | 24.94 |
| Forward P/E | 7.82 | 18.10 |
| EPS (TTM) | $19.89 | $41.59 |
| Dividend yield | 1.03% | 0.72% |
| Annual dividend | $1.47 | $7.52 |
| Revenue (latest FY) | $8.52B | $16.10B |
| Revenue growth (YoY) | +6.50% | +4.91% |
| Net income (latest FY) | $3.75B | $2.49B |
| Gross margin | — | 38.16% |
| Operating margin | — | 24.68% |
| Net margin | 44.04% | 15.49% |
| 52-week high | $158.81 | $1,179.18 |
| 52-week low | $118.96 | $701.59 |
| Distance from 52-week high | -10.23% | -12.02% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +25.77% | +22.03% |
| Average volume | 1.06M | 471.48K |
| Shares outstanding | 157.18M | 62.24M |
| Employees | 668 | 28,500 |
| 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
- United Rentals is about 2.9 times larger than AerCap N.V. by market value ($64.57B vs $22.41B).
- AER has outperformed URI by 10.4 percentage points over the past year.
- United Rentals trades at a higher earnings multiple (24.9x vs 7.2x trailing P/E).
- AerCap N.V. is more profitable, keeping 44.0 cents of every revenue dollar as net income versus 15.5 cents for United 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 United Rentals
URI stock →United Rentals, Inc., through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand. It operates through two segments, General Rentals and Specialty.
Consumer Discretionary · Diversified Commercial Services · 28,500 employees
AER vs URI FAQ
Which is bigger, AerCap N.V. or United Rentals?
United Rentals (URI) is larger, with a market capitalization of $64.57B compared with $22.41B for AerCap N.V. (AER).
Which stock has performed better over the past year, AER or URI?
AER returned +15.31% over the past 12 months, compared with +4.94% for URI (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AER or URI?
AER has the lower trailing P/E at 7.2, versus 24.9 for URI. 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 United Rentals?
AerCap N.V. has the higher yield at 1.03%, compared with 0.72% for United Rentals.
Are AerCap N.V. and United Rentals in the same industry?
Yes. Both are classified in the Diversified Commercial Services industry within the Consumer Discretionary sector.