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AER vs SPIR vs BA vs ASTS
Revenue, margins, valuation, and 5-year total return — side by side.
Specialty Business Services
Aerospace & Defense
Communication Equipment
AER vs SPIR vs BA vs ASTS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Rental & Leasing Services | Specialty Business Services | Aerospace & Defense | Communication Equipment |
| Market Cap | $24.76B | $529.86B | $182.12B | $19.12B |
| Revenue (TTM) | $8.11B | $72M | $92.18B | $71M |
| Net Income (TTM) | $3.93B | $-25.02B | $2.27B | $-342M |
| Gross Margin | 52.9% | 40.8% | 4.8% | 53.4% |
| Operating Margin | 45.2% | -121.4% | -5.9% | -405.7% |
| Forward P/E | 8.6x | 10.0x | 4979.1x | — |
| Total Debt | $43.57B | $8.76B | $54.43B | $32M |
| Cash & Equiv. | $1.48B | $24.81B | $10.92B | $2.34B |
AER vs SPIR vs BA vs ASTS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Nov 20 | May 26 | Return |
|---|---|---|---|
| AerCap Holdings N.V. (AER) | 100 | 403.7 | +303.7% |
| Spire Global, Inc. (SPIR) | 100 | 20.5 | -79.5% |
| The Boeing Company (BA) | 100 | 109.6 | +9.6% |
| AST SpaceMobile, In… (ASTS) | 100 | 645.4 | +545.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: AER vs SPIR vs BA vs ASTS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
AER carries the broadest edge in this set and is the clearest fit for income & stability and defensive.
- Dividend streak 2 yrs, beta 0.74, yield 0.7%
- Beta 0.74, yield 0.7%, current ratio 0.61x
- Better valuation composite
- 48.4% margin vs SPIR's -349.6%
SPIR plays a supporting role in this comparison — it may shine differently against other peers.
BA lags the leaders in this set but could rank higher in a more targeted comparison.
ASTS is the #2 pick in this set and the best alternative if growth exposure and long-term compounding is your priority.
- Rev growth 15.1%, EPS growth 30.9%, 3Y rev CAGR 72.5%
- 5.7% 10Y total return vs AER's 276.5%
- Lower volatility, beta 2.82, Low D/E 1.1%, current ratio 16.35x
- 15.1% revenue growth vs SPIR's -35.2%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 15.1% revenue growth vs SPIR's -35.2% | |
| Value | Better valuation composite | |
| Quality / Margins | 48.4% margin vs SPIR's -349.6% | |
| Stability / Safety | Beta 0.74 vs SPIR's 2.93 | |
| Dividends | 0.7% yield, 2-year raise streak, vs BA's 0.2%, (2 stocks pay no dividend) | |
| Momentum (1Y) | +158.1% vs BA's +24.5% | |
| Efficiency (ROA) | 5.4% ROA vs SPIR's -47.3%, ROIC 5.2% vs -0.1% |
AER vs SPIR vs BA vs ASTS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
AER vs SPIR vs BA vs ASTS — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
AER leads in 5 of 6 categories
ASTS leads 1 • SPIR leads 0 • BA leads 0
Explore the data ↓Income & Cash Flow (Last 12 Months)
AER leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BA is the larger business by revenue, generating $92.2B annually — 1299.9x ASTS's $71M. AER is the more profitable business, keeping 48.4% of every revenue dollar as net income compared to SPIR's -349.6%. On growth, ASTS holds the edge at +27.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $8.1B | $72M | $92.2B | $71M |
| EBITDAEarnings before interest/tax | $5.7B | -$74M | -$3.4B | -$237M |
| Net IncomeAfter-tax profit | $3.9B | -$25.0B | $2.3B | -$342M |
| Free Cash FlowCash after capex | $405M | -$16.2B | -$1.0B | -$1.1B |
| Gross MarginGross profit ÷ Revenue | +52.9% | +40.8% | +4.8% | +53.4% |
| Operating MarginEBIT ÷ Revenue | +45.2% | -121.4% | -5.9% | -4.1% |
| Net MarginNet income ÷ Revenue | +48.4% | -349.6% | +2.5% | -4.8% |
| FCF MarginFCF ÷ Revenue | +5.0% | -227.0% | -1.1% | -16.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +4.1% | -26.9% | +14.0% | +27.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +42.5% | +59.5% | +31.3% | -55.6% |
Valuation Metrics
AER leads this category, winning 2 of 4 comparable metrics.
Valuation Metrics
At 7.0x trailing earnings, AER trades at a 93% valuation discount to BA's 93.2x P/E.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $24.8B | $529.9B | $182.1B | $19.1B |
| Enterprise ValueMkt cap + debt − cash | $66.9B | $513.8B | $225.6B | $16.8B |
| Trailing P/EPrice ÷ TTM EPS | 6.97x | 10.01x | 93.16x | -48.76x |
| Forward P/EPrice ÷ next-FY EPS est. | 8.63x | — | 4979.09x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 9.70x | — | — | — |
| Price / SalesMarket cap ÷ Revenue | 3.02x | 7405.21x | 2.04x | 269.64x |
| Price / BookPrice ÷ Book value/share | 1.43x | 4.56x | 32.27x | 5.68x |
| Price / FCFMarket cap ÷ FCF | — | — | — | — |
Profitability & Efficiency
AER leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
BA delivers a 2.9% return on equity — every $100 of shareholder capital generates $3 in annual profit, vs $-88 for SPIR. ASTS carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to BA's 9.97x. On the Piotroski fundamental quality scale (0–9), AER scores 8/9 vs ASTS's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +21.6% | -88.4% | +2.9% | -21.1% |
| ROA (TTM)Return on assets | +5.4% | -47.3% | +1.4% | -12.6% |
| ROICReturn on invested capital | +5.2% | -0.1% | -9.5% | -47.1% |
| ROCEReturn on capital employed | +6.2% | -0.1% | -9.1% | -10.0% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 5 | 6 | 5 |
| Debt / EquityFinancial leverage | 2.38x | 0.08x | 9.97x | 0.01x |
| Net DebtTotal debt minus cash | $42.1B | -$16.1B | $43.5B | -$2.3B |
| Cash & Equiv.Liquid assets | $1.5B | $24.8B | $10.9B | $2.3B |
| Total DebtShort + long-term debt | $43.6B | $8.8B | $54.4B | $32M |
| Interest CoverageEBIT ÷ Interest expense | 2.42x | 9.20x | 1.89x | -21.20x |
Total Returns (Dividends Reinvested)
ASTS leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ASTS five years ago would be worth $78,824 today (with dividends reinvested), compared to $2,035 for SPIR. Over the past 12 months, ASTS leads with a +158.1% total return vs BA's +24.5%. The 3-year compound annual growth rate (CAGR) favors ASTS at 134.8% vs BA's 5.4% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +2.9% | +106.4% | +1.4% | -21.7% |
| 1-Year ReturnPast 12 months | +38.6% | +73.1% | +24.5% | +158.1% |
| 3-Year ReturnCumulative with dividends | +173.7% | +198.1% | +17.1% | +1194.0% |
| 5-Year ReturnCumulative with dividends | +159.8% | -79.6% | -1.9% | +688.2% |
| 10-Year ReturnCumulative with dividends | +276.5% | -78.8% | +94.6% | +568.8% |
| CAGR (3Y)Annualised 3-year return | +39.9% | +43.9% | +5.4% | +134.8% |
Risk & Volatility
AER leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
AER is the less volatile stock with a 0.74 beta — it tends to amplify market swings less than SPIR's 2.93 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AER currently trades 95.8% from its 52-week high vs ASTS's 50.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.74x | 2.93x | 0.97x | 2.82x |
| 52-Week HighHighest price in past year | $154.94 | $23.59 | $254.35 | $129.89 |
| 52-Week LowLowest price in past year | $105.65 | $6.60 | $176.77 | $22.47 |
| % of 52W HighCurrent price vs 52-week peak | +95.8% | +68.3% | +90.8% | +50.3% |
| RSI (14)Momentum oscillator 0–100 | 62.7 | 55.5 | 56.9 | 41.8 |
| Avg Volume (50D)Average daily shares traded | 1.3M | 1.6M | 6.5M | 14.9M |
Analyst Outlook
AER leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: AER as "Buy", SPIR as "Buy", BA as "Buy", ASTS as "Buy". Consensus price targets imply 58.6% upside for ASTS (target: $104) vs 7.0% for SPIR (target: $17). For income investors, AER offers the higher dividend yield at 0.74% vs BA's 0.19%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $165.00 | $17.25 | $263.67 | $103.65 |
| # AnalystsCovering analysts | 25 | 12 | 54 | 7 |
| Dividend YieldAnnual dividend ÷ price | +0.7% | — | +0.2% | — |
| Dividend StreakConsecutive years of raises | 2 | — | 0 | — |
| Dividend / ShareAnnual DPS | $1.09 | — | $0.43 | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | 0.0% |
AER leads in 5 of 6 categories (Income & Cash Flow, Valuation Metrics). ASTS leads in 1 (Total Returns).
AER vs SPIR vs BA vs ASTS: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is AER or SPIR or BA or ASTS a better buy right now?
For growth investors, AST SpaceMobile, Inc.
(ASTS) is the stronger pick with 1505% revenue growth year-over-year, versus -35. 2% for Spire Global, Inc. (SPIR). AerCap Holdings N. V. (AER) offers the better valuation at 7. 0x trailing P/E (8. 6x forward), making it the more compelling value choice. Analysts rate AerCap Holdings N. V. (AER) a "Buy" — based on 25 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — AER or SPIR or BA or ASTS?
On trailing P/E, AerCap Holdings N.
V. (AER) is the cheapest at 7. 0x versus The Boeing Company at 93. 2x. On forward P/E, AerCap Holdings N. V. is actually cheaper at 8. 6x.
03Which is the better long-term investment — AER or SPIR or BA or ASTS?
Over the past 5 years, AST SpaceMobile, Inc.
(ASTS) delivered a total return of +688. 2%, compared to -79. 6% for Spire Global, Inc. (SPIR). Over 10 years, the gap is even starker: ASTS returned +568. 8% versus SPIR's -78. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — AER or SPIR or BA or ASTS?
By beta (market sensitivity over 5 years), AerCap Holdings N.
V. (AER) is the lower-risk stock at 0. 74β versus Spire Global, Inc. 's 2. 93β — meaning SPIR is approximately 298% more volatile than AER relative to the S&P 500. On balance sheet safety, AST SpaceMobile, Inc. (ASTS) carries a lower debt/equity ratio of 1% versus 10% for The Boeing Company — giving it more financial flexibility in a downturn.
05Which is growing faster — AER or SPIR or BA or ASTS?
By revenue growth (latest reported year), AST SpaceMobile, Inc.
(ASTS) is pulling ahead at 1505% versus -35. 2% for Spire Global, Inc. (SPIR). On earnings-per-share growth, the picture is similar: Spire Global, Inc. grew EPS 137. 8% year-over-year, compared to 30. 9% for AST SpaceMobile, Inc.. Over a 3-year CAGR, ASTS leads at 72. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — AER or SPIR or BA or ASTS?
Spire Global, Inc.
(SPIR) is the more profitable company, earning 71. 7% net margin versus -482. 2% for AST SpaceMobile, Inc. — meaning it keeps 71. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AER leads at 51. 9% versus -405. 7% for ASTS. At the gross margin level — before operating expenses — AER leads at 59. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is AER or SPIR or BA or ASTS more undervalued right now?
On forward earnings alone, AerCap Holdings N.
V. (AER) trades at 8. 6x forward P/E versus 4979. 1x for The Boeing Company — 4970. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ASTS: 58. 6% to $103. 65.
08Which pays a better dividend — AER or SPIR or BA or ASTS?
In this comparison, AER (0.
7% yield), BA (0. 2% yield) pay a dividend. SPIR, ASTS do not pay a meaningful dividend and should not be held primarily for income.
09Is AER or SPIR or BA or ASTS better for a retirement portfolio?
For long-horizon retirement investors, AerCap Holdings N.
V. (AER) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 74), 0. 7% yield, +276. 5% 10Y return). Spire Global, Inc. (SPIR) carries a higher beta of 2. 93 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (AER: +276. 5%, SPIR: -78. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between AER and SPIR and BA and ASTS?
These companies operate in different sectors (AER (Industrials) and SPIR (Industrials) and BA (Industrials) and ASTS (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: AER is a mid-cap deep-value stock; SPIR is a large-cap deep-value stock; BA is a mid-cap high-growth stock; ASTS is a mid-cap high-growth stock. AER pays a dividend while SPIR, BA, ASTS do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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