AerCap vs Core & Main
Add, change or remove companies; up to four.
The short version
- AerCap is the larger business, with $8.5B of revenue in fiscal 2025 against $7.6B for Core & Main.
- AerCap grew revenue faster (6.5%, against 2.8%).
- Core & Main earned a higher return on the capital invested in it (13.7%, against 8.5%).
| Latest fiscal year | AER · FY25 | CNM · FY25 |
|---|---|---|
| Size | ||
| Market cap | $25.7B | $8.1B |
| Revenue | $8.5B | $7.6B |
| Free cash flow | — | $604M |
| Net income | $3.8B | $441M |
| Growth | ||
| Revenue growth | 6.5% | 2.8% |
| 5-year growth | 13.6% | 16.0% |
| Share count change | −9.5% | −1.8% |
| Profitability | ||
| Gross margin | — | 26.9% |
| Operating margin | — | 9.4% |
| Net margin | 44.0% | 5.8% |
| FCF margin | — | 7.9% |
| Return on capital | 8.5% | 13.7% |
| Return on equity | 21.1% | 23.9% |
| Balance sheet | ||
| Net debt | $42.3B | $1.9B |
| Net debt / EBITDA | 4.9x | 2.1x |
| Dividends and buybacks | $192M | $155M |
| Valuation & quality | ||
| P/E | — | 17.3x |
| Piotroski F-score | — | 7 |
FY16
AER $5.2B
CNM —
FY17
AER $5.0B
CNM —
FY18
AER $4.8B
CNM —
FY19
AER $4.9B
CNM $3.4B
FY20
AER $4.5B
CNM $3.6B
FY21
AER $5.2B
CNM $5.0B
FY22
AER $7.0B
CNM $6.7B
FY23
AER $7.6B
CNM $6.7B
FY24
AER $8.0B
CNM $7.4B
FY25
AER $8.5B
CNM $7.6B
AER
CNM
FY16
AER —
CNM —
FY17
AER —
CNM —
FY18
AER —
CNM —
FY19
AER —
CNM 4.6%
FY20
AER —
CNM 5.1%
FY21
AER —
CNM 8.5%
FY22
AER —
CNM 11.7%
FY23
AER —
CNM 11.0%
FY24
AER —
CNM 9.7%
FY25
AER —
CNM 9.4%
AER
CNM
FY16
AER —
CNM —
FY17
AER —
CNM —
FY18
AER —
CNM —
FY19
AER —
CNM $180M
FY20
AER —
CNM $202M
FY21
AER —
CNM −$51.0M
FY22
AER —
CNM $376M
FY23
AER —
CNM $1.0B
FY24
AER —
CNM $586M
FY25
AER —
CNM $604M
AER
CNM
FY16
AER 5.6%
CNM —
FY17
AER 5.8%
CNM —
FY18
AER 5.6%
CNM —
FY19
AER 6.1%
CNM —
FY20
AER 2.0%
CNM —
FY21
AER 4.0%
CNM —
FY22
AER 0.7%
CNM 18.2%
FY23
AER 7.5%
CNM 16.8%
FY24
AER 5.7%
CNM 14.6%
FY25
AER 8.5%
CNM 13.7%
AER
CNM
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.