Verdict: Side-by-side breakdown using the Bull Rankings model. GATX scored 65.1, AER scored 63.1 — GATX leads.
Compare another set
Different reporting periods. AER's fundamentals are as of June 2026, but GATX's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
GATX
GATX Corporation
Rental & Leasing Services · Quality-Growth
65.1
$164.78 · $5.8B
fundamentals as of
Score gap
2.0
GATX leads
AER
AerCap Holdings N.V.
Rental & Leasing Services · Quality-Growth
63.1
$144.72 · $22.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthGATX+9.8%
Strongest balance sheetAER2.33
Highest qualityAER60 / 100
Largest discount to fair valueGATX-45%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
GATX
stronger →← stronger
AER
58
Qualityreturns · margins · balance sheet
60
74
Growthrevenue & earnings expansion
63
64
Valuevaluation vs sector peers
66
AER is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
GATX
AER
$723mC+
FCF
-$307mF
+9.8%B
Rev
+6.5%C+
3.48D
D/E
2.33D
16.3xA-
P/E
—
0.64A-
PEG
0.80A-
—
P/S
2.5xB
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
GATX
AER
45% below
Price vs fair valuelower is cheaper
—
~-8%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
—
+69%
1-yr DCF upside
—
+82%
5-yr DCF upside
—
+103%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GATX
Why this score
Raising its dividend
AER
Why this score
Buying back stock
Raising its dividend
The companies
GATXGATX Corporation
Rental & Leasing Services · $164.78 · beta 1.20
Why now
Rental & Leasing Services · market cap $5.8b. 20% off the 52-week high of $205.56. PEG 0.64 — paying under fair value for the growth rate. 4 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $219.50 (implying +33% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 200% of net income — earnings translate cleanly into cash.
Risk
D/E 3.48 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
AERAerCap Holdings N.V.
Rental & Leasing Services · $144.72 · beta 0.98
Why now
Rental & Leasing Services · market cap $22.7b. 9% off the 52-week high of $158.81. 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 +24% upside).
Moat
Net margin 38% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 19% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
D/E 2.33 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$307m) — capital raises or debt issuance likely required; dilution / leverage risk.
Verdict — model-derived comparison
The model favors AER (62.7) over GATX (57.8) due to AER's stronger Quality pillar (75) and a B grade for FCF, starkly contrasting GATX's F. A contrarian might prefer GATX for its superior Growth pillar (81) and robust +22.8% revenue expansion, though the absence of GATX's DCF and implied growth data prevents a full valuation comparison.
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 GATX and AER diverge
On the headline score the gap is 2.0 points in favor of GATX. The widest single difference is Growth, where GATX leads by 11.4 points.
GrowthGATX 74.3 · AER 62.9GATX +11.4
QualityGATX 57.8 · AER 60.4level
ValueGATX 64.2 · AER 66.2level
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is GATX or AER the better stock?
GATX scores higher: GATX 65.1, AER 63.1 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do GATX and AER differ most?
The widest gap is growth, where GATX leads by 11 points on the 0–100 pillar scale. The other two pillars are close enough to call level, so this is the one place they genuinely separate.
How are GATX and AER scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.