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PHM vs AER

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

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

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

PHM vs AER - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

PHM vs AER - Historical Returns

Returns include dividend reinvestment.

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

PHM vs AER - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

PHM vs AER Drawdown Comparison

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

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

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

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

Correlation

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

0.91
-101

Dividend Comparison (1999 - 2026)

PHM vs AER dividend yield comparison.

YearPHMAER
20260.41%0.55%
20250.78%0.75%
20240.75%0.78%
20230.66%0.00%
20221.34%0.00%
20211.00%0.00%
20201.16%0.00%
20191.16%0.00%
20181.46%0.00%
20171.08%0.00%
20161.96%0.00%
20151.85%0.00%
20141.07%0.00%
20130.74%0.00%
20081.46%0.00%
20071.52%0.00%
20060.48%0.00%
20050.33%0.00%
20040.31%0.00%
20030.18%0.00%
20020.33%0.00%
20010.36%0.00%
20000.38%0.00%
19990.18%0.00%

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