COMPARE · Data as of August 21, 2026
AER vs CTOS
Verdict: Side-by-side breakdown using the Bull Rankings model. AER scored 58.4, CTOS scored 43.3 — AER leads.
Compare another set
Different reporting periods. CTOS's fundamentals are as of June 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
15.1
AER leads
CTOS
Custom Truck One Source, Inc.
43.3
$9.79 · $2.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthAER+6.5%
- Strongest balance sheetAER2.33
- 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
CTOS
64
Qualityreturns · margins · balance sheet
31
41
Growthrevenue & earnings expansion
44
77
Valuevaluation vs sector peers
59
AER is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AER
CTOS
$3.6bB
FCF
-$226mF
+6.5%C+
Rev
+4.1%C+
2.33D
D/E
3.12D
7.2xA
P/E
—
0.80A-
PEG
0.79A-
—
P/S
1.5xB+
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
CTOS
53% below
Price vs fair valuelower is cheaper
—
~-18%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+130%
1-yr DCF upside
—
+113%
5-yr DCF upside
—
+92%
10-yr DCF upside
—
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
CTOS
No notable signals flagged.
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.
CTOSCustom Truck One Source, Inc.
Why now
Rental & Leasing Services · market cap $2.2b. 20% off the 52-week high of $12.23. PEG 0.79 — paying under fair value for the growth rate. 6 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $13.33 (implying +36% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
D/E 3.12 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$226m) — capital raises or debt issuance likely required; dilution / leverage risk. Trailing P/E 108.8x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating.
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 CTOS diverge
On the headline score the gap is 15.1 points in favor of AER. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityAER 64.3 · CTOS 31.1AER +33.2
- ValueAER 76.6 · CTOS 58.6AER +18.0
- GrowthAER 40.5 · CTOS 44.4CTOS +3.9
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.