AerCap vs WESCO International
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The short version
- WESCO International is the larger business, with $23.5B of revenue in fiscal 2025 against $8.5B for AerCap, about 2.8 times as much.
- WESCO International grew revenue faster (7.8%, against 6.5%).
- WESCO International earned a higher return on the capital invested in it (9.4%, against 8.5%).
| Latest fiscal year | AER · FY25 | WCC · FY25 |
|---|---|---|
| Size | ||
| Market cap | $25.7B | $15.7B |
| Revenue | $8.5B | $23.5B |
| Free cash flow | — | $25.2M |
| Net income | $3.8B | $640M |
| Growth | ||
| Revenue growth | 6.5% | 7.8% |
| 5-year growth | 13.6% | 13.8% |
| Share count change | −9.5% | −2.2% |
| Profitability | ||
| Gross margin | — | 21.2% |
| Operating margin | — | 5.2% |
| Net margin | 44.0% | 2.7% |
| FCF margin | — | 0.1% |
| Return on capital | 8.5% | 9.4% |
| Return on equity | 21.1% | 12.8% |
| Balance sheet | ||
| Net debt | $42.3B | $5.2B |
| Net debt / EBITDA | 4.9x | 3.7x |
| Dividends and buybacks | $192M | $163M |
| Valuation & quality | ||
| P/E | — | 22.0x |
| Piotroski F-score | — | 5 |
Revenue
FY16
AER $5.2B
WCC $7.3B
FY17
AER $5.0B
WCC $7.7B
FY18
AER $4.8B
WCC $8.2B
FY19
AER $4.9B
WCC $8.4B
FY20
AER $4.5B
WCC $12.3B
FY21
AER $5.2B
WCC $18.2B
FY22
AER $7.0B
WCC $21.4B
FY23
AER $7.6B
WCC $22.4B
FY24
AER $8.0B
WCC $21.8B
FY25
AER $8.5B
WCC $23.5B
AER
WCC
Operating margin
FY16
AER —
WCC 4.5%
FY17
AER —
WCC 4.2%
FY18
AER —
WCC 4.3%
FY19
AER —
WCC 4.1%
FY20
AER —
WCC 2.8%
FY21
AER —
WCC 4.4%
FY22
AER —
WCC 6.7%
FY23
AER —
WCC 6.3%
FY24
AER —
WCC 5.6%
FY25
AER —
WCC 5.2%
AER
WCC
Free cash flow
FY16
AER —
WCC $282M
FY17
AER —
WCC $128M
FY18
AER —
WCC $261M
FY19
AER —
WCC $180M
FY20
AER —
WCC $487M
FY21
AER —
WCC $12.4M
FY22
AER —
WCC −$88.4M
FY23
AER —
WCC $401M
FY24
AER —
WCC $1.0B
FY25
AER —
WCC $25.2M
AER
WCC
Return on capital
FY16
AER 5.6%
WCC 7.9%
FY17
AER 5.8%
WCC 6.2%
FY18
AER 5.6%
WCC 8.5%
FY19
AER 6.1%
WCC 8.1%
FY20
AER 2.0%
WCC 5.0%
FY21
AER 4.0%
WCC 8.0%
FY22
AER 0.7%
WCC 12.4%
FY23
AER 7.5%
WCC 11.3%
FY24
AER 5.7%
WCC 9.6%
FY25
AER 8.5%
WCC 9.4%
AER
WCC
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.