COMPARE · Reviewed August 3, 2026
AER vs SUNB
Verdict: Side-by-side breakdown using the Bull Rankings model. AER scored 60.1, SUNB scored 63.2 — SUNB leads.
Compare another set
Different reporting periods. SUNB's fundamentals are as of April 2026, but AER's are as of December 2025 — a 4-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
AER
AerCap Holdings N.V.
60.1
$154.87 · $24.3B
fundamentals as of
Score gap
3.1
SUNB leads
SUNB
Sunbelt Rentals Holdings, Inc.
63.2
$80.12 · $32.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
AER
stronger →← stronger
SUNB
64
Qualityreturns · margins · balance sheet
66
46
Growthrevenue & earnings expansion
58
73
Valuevaluation vs sector peers
66
SUNB is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AER
SUNB
$3.6bB
FCF
$1.6bC+
+6.5%C+
Rev
+4.4%C+
2.33D
D/E
1.43C
7.6xA
P/E
25.4xB
0.80A-
PEG
1.37B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AER
SUNB
50% below
Price vs fair valuelower is cheaper
65% above
~-16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~23%/yr
+117%
1-yr DCF upside
-48%
+101%
5-yr DCF upside
-39%
+81%
10-yr DCF upside
-26%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AER
Why this score
- Buying back stock
- Raising its dividend
SUNB
Why this score
- Buying back stock
- Short track record
The companies
AERAerCap Holdings N.V.
Why now
Rental & Leasing Services · market cap $24.3b. Trading near 52-week high of $156.33 — momentum setup, limited technical margin of safety. PEG 0.80 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $179.30 (implying +16% upside).
Moat
Net margin 44% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 96% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 2.33 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
SUNBSunbelt Rentals Holdings, Inc.
Why now
Rental & Leasing Services · market cap $32.8b. 8% off the 52-week high of $86.68. 14 sell-side analysts rate this a Buy with a mean 1-yr target of $84.71 (implying +6% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Beta 1.65 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 13.1x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. Net margin 0.0% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.