COMPARE · Data as of August 21, 2026
AER vs VSTS
Verdict: Side-by-side breakdown using the Bull Rankings model. AER scored 58.4, VSTS scored 33.4 — AER leads.
Compare another set
Different reporting periods. VSTS's fundamentals are as of July 2026, but AER's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
AER
AerCap Holdings N.V.
58.4
$146.29 · $23.0B
fundamentals as of
Score gap
25.0
AER leads
VSTS
Vestis Corporation
33.4
$12.69 · $1.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthAER+6.5%
- Strongest balance sheetVSTS1.53
- Highest qualityAER64 / 100
- Largest discount to fair valueAER-53%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
AER
stronger →← stronger
VSTS
64
Qualityreturns · margins · balance sheet
42
41
Growthrevenue & earnings expansion
14
77
Valuevaluation vs sector peers
63
AER is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
AER
VSTS
$3.6bB
FCF
$136mC
+6.5%C+
Rev
-0.4%D+
2.33D
D/E
1.53C
7.2xA
P/E
—
0.80A-
PEG
—
—
P/S
0.6xA
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
AER
VSTS
53% below
Price vs fair valuelower is cheaper
42% below
~-18%/yr
Growth the price implies10-yr FCF · lower = less priced in
~1%/yr
+130%
1-yr DCF upside
+31%
+113%
5-yr DCF upside
+71%
+92%
10-yr DCF upside
+154%
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
VSTS
Why this score
- Short track record
The companies
AERAerCap Holdings N.V.
Why now
Rental & Leasing Services · market cap $23.0b. 8% off the 52-week high of $158.81. PEG 0.80 — paying under fair value for the growth rate. 10 sell-side analysts publish a mean 1-yr target of $179.30 (implying +23% 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.
VSTSVestis Corporation
Why now
Rental & Leasing Services · market cap $1.7b. Down 25% from 52-week high of $16.90 — deep drawdown territory. 7 sell-side analysts rate this a Hold with a mean 1-yr target of $13.00 (implying +2% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -0.2%) — path to GAAP profitability is the core thesis risk. ROE -1% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
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.
Where AER and VSTS diverge
On the headline score the gap is 25.0 points in favor of AER. The widest single difference is Growth, where AER leads by 26.5 points.
- GrowthAER 40.5 · VSTS 14.0AER +26.5
- QualityAER 64.3 · VSTS 41.9AER +22.4
- ValueAER 76.6 · VSTS 63.3AER +13.3
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.