Aercap (NYSE:AER) versus NPK International (NYSE:NPKI) Head-To-Head Comparison

Aercap (NYSE:AER) and NPK International (NYSE:NPKI) are both industrials companies, but which is the superior business? We will contrast the two companies based on the strength of their analyst recommendations, profitability, dividends, risk, valuation, earnings and institutional ownership.

Profitability

This table compares Aercap and NPK International’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Aercap	37.85%	17.60%	4.51%
NPK International	14.19%	11.31%	9.24%

Earnings & Valuation

This table compares Aercap and NPK International”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Aercap	$8.52 billion	2.85	$3.75 billion	$20.32	7.16
NPK International	$277.04 million	4.06	$38.94 million	$0.50	26.48

Aercap has higher revenue and earnings than NPK International. Aercap is trading at a lower price-to-earnings ratio than NPK International, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a breakdown of current recommendations and price targets for Aercap and NPK International, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Aercap	0	1	9	1	3.00
NPK International	0	1	2	0	2.67

Aercap presently has a consensus target price of $172.56, suggesting a potential upside of 18.66%. NPK International has a consensus target price of $18.00, suggesting a potential upside of 35.95%. Given NPK International’s higher probable upside, analysts clearly believe NPK International is more favorable than Aercap.

Risk and Volatility

Aercap has a beta of 0.93, meaning that its stock price is 7% less volatile than the S&P 500. Comparatively, NPK International has a beta of 1.3, meaning that its stock price is 30% more volatile than the S&P 500.

Institutional & Insider Ownership

96.4% of Aercap shares are held by institutional investors. Comparatively, 80.8% of NPK International shares are held by institutional investors. 0.5% of Aercap shares are held by company insiders. Comparatively, 4.2% of NPK International shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Summary

Aercap beats NPK International on 9 of the 15 factors compared between the two stocks.

About Aercap

AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in China, Hong Kong, Macau, the United States, Ireland, and internationally. The company offers aircraft asset management services, such as remarketing aircraft and engines; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; and conducting ongoing lessee financial performance reviews. Its aircraft asset management services also include periodically inspecting the leased aircraft and engines; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructuring negotiations in connection with lease defaults; repossessing aircraft and engines; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and engine valuations; and providing market research services. In addition, the company provides cash management services, including treasury services, such as the financing, refinancing, hedging, and ongoing cash management of vehicles; and administrative services comprising accounting and corporate secretarial services consisting of the preparation of budgets and financial statements. Further, it offers airframe and engine parts and supply chain solutions to airlines; maintenance, repair, and overhaul service providers; and aircraft parts distributors. The company had a portfolio of owned, managed, or on order aircraft. AerCap Holdings N.V. was founded in 1995 and is headquartered in Dublin, Ireland.

About NPK International

NPK International Inc. provides products, rentals, and services primarily to the oil and natural gas exploration and production (E&P) industry. It operates through two segments, Fluids Systems and Industrial Solutions. The Fluids Systems segment provides drilling, completion, and stimulation fluids products and related technical services to customers primarily in the North America, Europe, the Middle East, and Africa, as well as other countries in the Asia Pacific and Latin America. The Industrial Solutions segment offers composite matting system rentals utilized for temporary worksite access; related site construction and services to customers in various markets, including power transmission, E&P, pipeline, renewable energy, petrochemical, construction, and other industries primarily in the United States and Europe; recyclable composite mats to customers worldwide; and access road construction, site planning and preparation, environmental protection, erosion control, and site restoration services. The company was formerly known as Newpark Resources, Inc. and changed its name to NPK International Inc. in December 2024. The company was incorporated in 1932 and is headquartered in The Woodlands, Texas.