AerCap vs Core & Main
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KIRAβs take AI analyst
I put AerCap and Core & Main side by side, using each oneβs latest annual report. Here is what stands out:
- 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%).
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
AerCap
AER
3/7
Revenue growthNet marginShare count change
Core & Main
CNM
4/7
5-year growthReturn on capitalReturn on equityNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | AER FY25 | CNM FY25 |
|---|---|---|
| Size | ||
| Market cap | $26.0B | $8.2B |
| Revenue | $8.5B | $7.6B |
| Free cash flow | β | $604M |
| Net income | $3.8B | $441M |
| Growth | ||
| Revenue growth | 6.5% | 2.8% |
| 5-year growth | 13.6% | 16.0% |
| Share count change | β9.5% | β1.8% |
| Profitability | ||
| Gross margin | β | 26.9% |
| Operating margin | β | 9.4% |
| Net margin | 44.0% | 5.8% |
| FCF margin | β | 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 | β | 17.4x |
| Piotroski F-score | β | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.