COMPARE · Data as of August 27, 2026
AER vs SUNB
Verdict: Side-by-side breakdown using the Bull Rankings model. AER scored 58.4, SUNB scored 66.3 — 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.
58.4
$147.44 · $23.2B
fundamentals as of
Score gap
7.9
SUNB leads
SUNB
Sunbelt Rentals Holdings, Inc.
66.3
$75.69 · $31.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestAER7.2x
- Fastest growthAER+6.5%
- Strongest balance sheetSUNB1.43
- Highest qualitySUNB80 / 100
- Largest discount to fair valueAER-53%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
AER
stronger →← stronger
SUNB
64
Qualityreturns · margins · balance sheet
80
41
Growthrevenue & earnings expansion
58
76
Valuevaluation vs sector peers
62
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
7.2xA
P/E
24.0xB+
0.80A-
PEG
1.45B
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
SUNB
53% below
Price vs fair valuelower is cheaper
53% above
~-18%/yr
Growth the price implies10-yr FCF · lower = less priced in
~22%/yr
+128%
1-yr DCF upside
-44%
+112%
5-yr DCF upside
-35%
+90%
10-yr DCF upside
-20%
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 $23.2b. 7% 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 +22% 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.
SUNBSunbelt Rentals Holdings, Inc.
Why now
Rental & Leasing Services · market cap $31.0b. 13% off the 52-week high of $86.68. 15 sell-side analysts rate this a Hold with a mean 1-yr target of $85.47 (implying +13% upside).
Moat
Net margin 53% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 120% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
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 12.4x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
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 SUNB diverge
On the headline score the gap is 7.9 points in favor of SUNB. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthAER 40.5 · SUNB 58.3SUNB +17.8
- QualityAER 64.3 · SUNB 80.4SUNB +16.1
- ValueAER 76.4 · SUNB 62.1AER +14.3
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.