AerCap vs Fastenal
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KIRA’s take AI analyst
I put AerCap and Fastenal side by side, using each one’s latest annual report. Here is what stands out:
- AerCap is the larger business, with $8.5B of revenue in fiscal 2025 against $8.2B for Fastenal.
- Fastenal grew revenue faster (8.7%, against 6.5%).
- Fastenal earned a higher return on the capital invested in it (34.3%, 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
5-year growthNet marginShare count change
Fastenal
FAST
4/7
Revenue growthReturn on capitalReturn on equityNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | AER FY25 | FAST FY25 |
|---|---|---|
| Size | ||
| Market cap | $26.4B | $59.3B |
| Revenue | $8.5B | $8.2B |
| Free cash flow | — | $1.1B |
| Net income | $3.8B | $1.3B |
| Growth | ||
| Revenue growth | 6.5% | 8.7% |
| 5-year growth | 13.6% | 7.8% |
| Share count change | −9.5% | 0.2% |
| Profitability | ||
| Gross margin | — | 45.0% |
| Operating margin | — | 20.2% |
| Net margin | 44.0% | 15.4% |
| FCF margin | — | 12.8% |
| Return on capital | 8.5% | 34.3% |
| Return on equity | 21.1% | 33.3% |
| Balance sheet | ||
| Net debt | $42.3B | −$152M |
| Net debt / EBITDA | 4.9x | −0.1x |
| Dividends and buybacks | $192M | $1.0B |
| Valuation & quality | ||
| P/E | — | 41.9x |
| Piotroski F-score | — | 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.