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Aercap (AER) Competitors

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$115.89 +0.84 (+0.73%)
Closing price 07/3/2025 03:30 PM Eastern
Extended Trading
$115.86 -0.03 (-0.03%)
As of 07/3/2025 04:06 PM Eastern
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AER vs. BKNG, AL, AMP, DAL, EQH, HLT, ITT, PRU, SF, and TNL

Should you be buying Aercap stock or one of its competitors? The main competitors of Aercap include Booking (BKNG), Air Lease (AL), Ameriprise Financial (AMP), Delta Air Lines (DAL), Equitable (EQH), Hilton Worldwide (HLT), ITT (ITT), Prudential Financial (PRU), Stifel Financial (SF), and Travel + Leisure (TNL).

Aercap vs. Its Competitors

Aercap (NYSE:AER) and Booking (NASDAQ:BKNG) are related large-cap companies, but which is the superior business? We will contrast the two companies based on the strength of their valuation, analyst recommendations, risk, media sentiment, profitability, earnings, institutional ownership and dividends.

Aercap pays an annual dividend of $1.08 per share and has a dividend yield of 0.9%. Booking pays an annual dividend of $38.40 per share and has a dividend yield of 0.7%. Aercap pays out 9.6% of its earnings in the form of a dividend. Booking pays out 23.9% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Aercap has increased its dividend for 2 consecutive years and Booking has increased its dividend for 1 consecutive years. Aercap is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Booking has higher revenue and earnings than Aercap. Aercap is trading at a lower price-to-earnings ratio than Booking, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Aercap$8.00B2.71$2.10B$11.2710.28
Booking$23.74B7.84$5.88B$160.7435.60

Aercap has a beta of 1.38, indicating that its share price is 38% more volatile than the S&P 500. Comparatively, Booking has a beta of 1.4, indicating that its share price is 40% more volatile than the S&P 500.

Aercap has a net margin of 26.53% compared to Booking's net margin of 22.58%. Aercap's return on equity of 13.84% beat Booking's return on equity.

Company Net Margins Return on Equity Return on Assets
Aercap26.53% 13.84% 3.26%
Booking 22.58%-143.67%23.29%

In the previous week, Booking had 24 more articles in the media than Aercap. MarketBeat recorded 40 mentions for Booking and 16 mentions for Aercap. Booking's average media sentiment score of 1.34 beat Aercap's score of 0.95 indicating that Booking is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Aercap
8 Very Positive mention(s)
0 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Booking
32 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

96.4% of Aercap shares are held by institutional investors. Comparatively, 92.4% of Booking shares are held by institutional investors. 0.5% of Aercap shares are held by company insiders. Comparatively, 0.2% of Booking shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Aercap presently has a consensus target price of $119.25, indicating a potential upside of 2.90%. Booking has a consensus target price of $5,388.37, indicating a potential downside of 5.84%. Given Aercap's higher possible upside, research analysts clearly believe Aercap is more favorable than Booking.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Aercap
1 Sell rating(s)
1 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.67
Booking
0 Sell rating(s)
10 Hold rating(s)
19 Buy rating(s)
2 Strong Buy rating(s)
2.74

Summary

Booking beats Aercap on 12 of the 20 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding AER and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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AER vs. The Competition

MetricAercapTRANS IndustryTransportation SectorNYSE Exchange
Market Cap$21.65B$7.19B$7.19B$20.65B
Dividend Yield0.93%1.70%914.35%3.72%
P/E Ratio10.2816.4213.1028.08
Price / Sales2.716.03317.3438.45
Price / Cash4.226.607.5218.22
Price / Book1.262.022.124.61
Net Income$2.10B$360.72M$563.51M$983.39M
7 Day Performance-0.91%4.39%2.94%2.57%
1 Month Performance-0.78%5.82%4.53%5.08%
1 Year Performance23.85%41.40%3.24%15.10%

Aercap Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AER
Aercap
2.3625 of 5 stars
$115.89
+0.7%
$119.25
+2.9%
+23.9%$21.65B$8.00B10.28740Gap Up
BKNG
Booking
4.3824 of 5 stars
$5,789.24
+1.7%
$5,388.37
-6.9%
+45.6%$188.38B$23.74B36.0224,300Positive News
AL
Air Lease
4.8935 of 5 stars
$58.52
-0.3%
$57.43
-1.9%
+25.7%$6.54B$2.73B10.23150
AMP
Ameriprise Financial
4.6603 of 5 stars
$534.26
+1.2%
$519.00
-2.9%
+25.7%$50.87B$17.26B18.1513,500Positive News
DAL
Delta Air Lines
4.3325 of 5 stars
$49.17
-0.8%
$61.67
+25.4%
+10.7%$32.11B$61.64B8.7295,000Trending News
Upcoming Earnings
Analyst Revision
EQH
Equitable
4.4459 of 5 stars
$56.11
+0.3%
$62.64
+11.6%
+37.7%$17.05B$12.44B15.258,000Positive News
HLT
Hilton Worldwide
4.2622 of 5 stars
$266.25
+0.3%
$249.06
-6.5%
+27.4%$63.29B$11.17B42.00159,000Positive News
ITT
ITT
4.1467 of 5 stars
$156.93
-0.6%
$165.50
+5.5%
+27.1%$12.35B$3.63B24.9511,700Analyst Revision
PRU
Prudential Financial
4.8695 of 5 stars
$107.43
+0.3%
$120.15
+11.8%
-6.2%$38.03B$68.05B17.0339,900Analyst Downgrade
SF
Stifel Financial
4.4768 of 5 stars
$103.98
+0.3%
$105.50
+1.5%
+32.5%$10.68B$4.97B19.889,000Positive News
Analyst Downgrade
TNL
Travel + Leisure
4.7767 of 5 stars
$51.71
-0.3%
$59.20
+14.5%
+30.4%$3.43B$3.86B8.6319,000Positive News

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This page (NYSE:AER) was last updated on 7/7/2025 by MarketBeat.com Staff
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