AL vs FTAI vs AER vs GATX

For growth investors, FTAI Aviation Ltd.

(FTAI) is the stronger pick with 43. 2% revenue growth year-over-year, versus 2. 4% for AerCap Holdings N. V. (AER). 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 Air Lease Corporation (AL) a "Buy" — based on 20 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.

On trailing P/E, AerCap Holdings N.

V. (AER) is the cheapest at 7. 0x versus FTAI Aviation Ltd. at 59. 2x. On forward P/E, AerCap Holdings N. V. is actually cheaper at 8. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Air Lease Corporation wins at 0. 79x versus GATX Corporation's 0. 83x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, FTAI Aviation Ltd.

(FTAI) delivered a total return of +1047%, compared to +56. 3% for Air Lease Corporation (AL). Over 10 years, the gap is even starker: FTAI returned +33. 3% versus AL's +129. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Air Lease Corporation (AL) is the lower-risk stock at 0.

30β versus FTAI Aviation Ltd. 's 1. 79β — meaning FTAI is approximately 502% more volatile than AL relative to the S&P 500. On balance sheet safety, Air Lease Corporation (AL) carries a lower debt/equity ratio of 2% versus 10% for FTAI Aviation Ltd. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), FTAI Aviation Ltd.

(FTAI) is pulling ahead at 43. 2% versus 2. 4% for AerCap Holdings N. V. (AER). On earnings-per-share growth, the picture is similar: FTAI Aviation Ltd. grew EPS 1538% year-over-year, compared to 17. 2% for GATX Corporation. Over a 3-year CAGR, FTAI leads at 51. 4% 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.

AerCap Holdings N.

V. (AER) is the more profitable company, earning 45. 8% net margin versus 19. 2% for GATX Corporation — meaning it keeps 45. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AER leads at 51. 9% versus 30. 7% for GATX. 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.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Air Lease Corporation (AL) is the more undervalued stock at a PEG of 0. 79x versus GATX Corporation's 0. 83x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, AerCap Holdings N. V. (AER) trades at 8. 6x forward P/E versus 37. 1x for FTAI Aviation Ltd. — 28. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GATX: 15. 8% to $212. 00.

All stocks in this comparison pay dividends.

GATX Corporation (GATX) offers the highest yield at 1. 4%, versus 0. 5% for FTAI Aviation Ltd. (FTAI).

For long-horizon retirement investors, Air Lease Corporation (AL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

30), 1. 3% yield, +129. 9% 10Y return). FTAI Aviation Ltd. (FTAI) carries a higher beta of 1. 79 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (AL: +129. 9%, FTAI: +33. 3%), 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.

Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: AL is a small-cap deep-value stock; FTAI is a mid-cap high-growth stock; AER is a mid-cap deep-value stock; GATX is a small-cap quality compounder stock. AL, AER, GATX pay a dividend while FTAI does 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.