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AER vs PHM

Comparison between Aercap Holdings N.V. (AER, Company) and PulteGroup Inc (PHM, Company).

AER is from the Industrials sector, while PHM is from the Consumer Cyclical sector.

5-Year PerformanceAER has outperformed PHM, delivering a return of +22.7% compared to +19.9%

AER vs PHM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
AER
$24B
Winner
PHM
$24B
Max Drawdown
AER
94.38%
Winner
PHM
92.61%
Sharpe Ratio
Winner
AER
0.94
PHM
0.82
5Y Beta
AER
0.89
Winner
PHM
0.77
Industry
AER
Rental & Leasing Services
PHM
Residential Construction
P/E Ratio
Winner
AER
6.45
PHM
12.17
Forward P/E
Winner
AER
10.12
PHM
12.15
PEG Ratio
AER
0.06
PHM
N/A
Dividend Yield
Winner
AER
1.12%
PHM
0.79%
5Y Dividends CAGR
AER
N/A
PHM
17.70%
5Y EPS CAGR
AER
N/A
PHM
23.57%
Debt to Equity
AER
237.76%
Winner
PHM
0.00%
Free Cash Flow Yield
Winner
AER
22.28%
PHM
7.29%

AER vs PHM - Historical Returns

Returns include dividend reinvestment.

1M
AER
+3.77%
Winner
PHM
+13.82%
3M
AER
+7.13%
Winner
PHM
+8.66%
6M
AER
+1.78%
Winner
PHM
+4.80%
1Y
AER
+27.49%
Winner
PHM
+29.08%
5Y(CAGR)
Winner
AER
+22.72%
PHM
+19.94%
10Y(CAGR)
AER
+14.91%
Winner
PHM
+22.31%
Max(CAGR)
AER
+9.99%
Winner
PHM
+13.72%

AER vs PHM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAERPHM
2026+0.85%+7.08%
2025+50.60%+9.82%
2024+33.34%+7.98%
2023+28.25%+125.46%
2022-13.86%-17.68%
2021+50.56%+36.94%
2020-26.09%+13.00%
2019+50.77%+49.88%
2018-24.76%-21.05%
2017+23.09%+81.73%
2016-0.38%+9.17%
2015+12.05%-14.74%
2014+3.91%+8.11%
2013+175.90%+10.47%
2012+19.41%+178.53%
2011-19.47%-18.89%
2010+55.16%-26.56%
2009+181.37%-10.47%
2008-85.03%+6.27%
2007-10.62%-67.13%
2006+0.70%-19.29%
2005N/A+24.89%
2004N/A+40.78%
2003N/A+84.87%
2002N/A+8.56%
2001N/A+11.32%
2000N/A+101.03%
1999N/A+9.65%

AER vs PHM Drawdown Comparison

The maximum drawdown for AER was -94.38%, occurring on Mar 9, 2009. Recovery took 1625 trading sessions.

The maximum drawdown for PHM was -92.39%, occurring on Oct 3, 2011. Recovery took 3644 trading sessions.

The current AER drawdown is -5.80%. The current PHM drawdown is -13.60%.

RankAERPHM
#1-94.38%
Jul 5, 2007 - Dec 16, 2013
-92.39%
Jul 28, 2005 - Jan 21, 2020
#2-75.86%
Feb 19, 2020 - Oct 20, 2021
-62.09%
Feb 11, 2020 - Aug 21, 2020
#3-49.26%
Jun 3, 2015 - Sep 1, 2017
-45.40%
Apr 27, 2001 - Feb 26, 2002
#4-45.14%
Nov 8, 2021 - Dec 1, 2023
-40.98%
May 10, 2021 - Apr 18, 2023
#5-36.35%
Aug 8, 2018 - Oct 24, 2019
-38.01%
Oct 18, 2024 - Apr 8, 2025
#6-25.54%
Aug 19, 2014 - Jun 2, 2015
-37.85%
Jun 24, 2002 - May 7, 2003
#7-15.66%
Feb 20, 2025 - Apr 29, 2025
-31.65%
Nov 16, 1999 - May 16, 2000
#8-14.78%
Feb 18, 2026 - Mar 20, 2026
-25.43%
Sep 21, 2004 - Dec 15, 2004
#9-11.68%
Jul 16, 2024 - Aug 30, 2024
-25.27%
Dec 5, 2000 - Apr 24, 2001
#10-11.08%
Jan 26, 2018 - May 9, 2018
-20.93%
Mar 5, 2004 - Aug 16, 2004
#11-10.49%
Jun 10, 2014 - Aug 18, 2014
-19.11%
Oct 9, 2000 - Nov 3, 2000
#12-9.91%
Dec 30, 2013 - Feb 4, 2014
-18.85%
Aug 8, 2023 - Nov 14, 2023
#13-9.51%
Feb 28, 2014 - May 2, 2014
-18.38%
Jun 16, 2003 - Oct 2, 2003
#14-9.47%
Jan 16, 2020 - Feb 19, 2020
-17.87%
Oct 12, 2020 - Feb 10, 2021
#15-8.52%
Jun 27, 2025 - Aug 21, 2025
-15.44%
Mar 4, 2002 - May 1, 2002

Correlation

Correlation between AER and PHM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

AER vs PHM dividend yield comparison.

YearAERPHM
20260.55%0.41%
20250.75%0.78%
20240.78%0.75%
20230.00%0.66%
20220.00%1.34%
20210.00%1.00%
20200.00%1.16%
20190.00%1.16%
20180.00%1.46%
20170.00%1.08%
20160.00%1.96%
20150.00%1.85%
20140.00%1.07%
20130.00%0.74%
20080.00%1.46%
20070.00%1.52%
20060.00%0.48%
20050.00%0.33%
20040.00%0.31%
20030.00%0.18%
20020.00%0.33%
20010.00%0.36%
20000.00%0.38%
19990.00%0.18%

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