Advertisement
AER vs MA
Which Stock Would AI Choose? AerCap Holdings (AER) vs. Mastercard (MA) Stock Comparison
Key Takeaways
- AER has delivered strong second-quarter 2026 results with raised full-year guidance, driven by robust aircraft demand and asset sales.
- MA continues to expand its value-added services segment, which now contributes significantly to revenue growth amid global payments volume increases.
- AER trades at a substantially lower valuation multiple compared to MA, reflecting differences in business models and growth profiles.
- Recent market activity shows AER benefiting from aviation sector tailwinds, while MA maintains steady performance supported by digital payment innovations.
- Both companies have executed shareholder returns through buybacks or dividends, with AER emphasizing aggressive share repurchases.
- Sector exposure differs markedly: AER in aircraft leasing and MA in global payments networks.
Introduction
This comparison examines AER and MA to highlight contrasts in business models, recent performance, and market positioning within the current environment. AER, an aircraft leasing company, operates in the industrials sector, while MA provides payment processing services in the financials sector. Investors and traders focused on relative performance, sector diversification, or AI-driven trend analysis may find this overview useful for understanding how cyclical aviation exposure compares with resilient consumer and business payment volumes.
AER Overview and Recent Performance
AER is the world’s largest aircraft leasing company, managing a portfolio of commercial aircraft and engines. In recent weeks, the stock has reflected positive sentiment following strong second-quarter 2026 earnings, including raised full-year guidance and significant share repurchases exceeding $1.4 billion in the first half. Key developments include new Boeing 787 orders, asset sales at attractive margins, and joint ventures in engine maintenance. These factors have supported operating cash flow and liquidity, contributing to relative stability amid broader market fluctuations.
MA Overview and Recent Performance
MA operates one of the world’s leading payment networks, facilitating transactions across consumer, commercial, and digital channels. Recent market activity shows steady momentum supported by growth in value-added services and new product launches such as Wallet Pay. The company has also advanced capabilities through acquisitions and partnerships focused on AI-driven fraud prevention and stablecoin infrastructure. Performance has remained resilient, with analysts noting consistent transaction volume growth and margin expansion in the payments ecosystem.
Trending AI Robots
Tickeron’s Trending AI Robots page curates a selection of high-performing AI trading bots from hundreds available across thousands of tickers. Only those demonstrating the strongest suitability for prevailing market conditions appear in this section. Available bots span diverse trading styles, strategies, timeframes, and performance statistics, with many showing ranges of returns and risk metrics tailored to specific assets. Users can explore these options to align automated strategies with individual preferences for AER or MA. Visit Trending AI Robots to review current selections.
Head-to-Head Comparison
AER follows an asset-intensive leasing model exposed to aviation cycles, aircraft supply constraints, and long-term fleet demand, whereas MA operates a scalable network business with recurring fee revenue from global payment volumes. Growth drivers for AER include secondary market sales and lease extensions, while MA benefits from digital wallet expansion and services diversification. Recent momentum favors AER on earnings beats and guidance increases, contrasted with MA’s more measured but consistent trajectory. Risk factors differ: AER faces higher leverage and sector-specific volatility, while MA contends with regulatory and competitive pressures in payments. Market sentiment reflects AER’s lower valuation multiple against MA’s premium pricing for growth stability.
Tickeron AI Verdict
Based on observable factors such as trend consistency in earnings momentum, asset utilization catalysts, and relative positioning within their sectors, Tickeron’s AI models currently assign a higher probabilistic weighting to AER over MA in the near term. This reflects stronger recent guidance revisions and capital return activity for AER, though outcomes remain subject to broader market conditions and sector dynamics.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AER is a Buy and MA is a Hold.
AER | MA | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 62 | 60 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 16 Undervalued | 100 Overvalued | |
PROFIT vs RISK RATING 1..100 | 9 | 26 | |
SMR RATING 1..100 | 48 | 10 | |
PRICE GROWTH RATING 1..100 | 51 | 46 | |
P/E GROWTH RATING 1..100 | 50 | 67 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
AER's Valuation (16) in the Finance Or Rental Or Leasing industry is significantly better than the same rating for MA (100). This means that AER’s stock grew significantly faster than MA’s over the last 12 months.
AER's Profit vs Risk Rating (9) in the Finance Or Rental Or Leasing industry is in the same range as MA (26). This means that AER’s stock grew similarly to MA’s over the last 12 months.
MA's SMR Rating (10) in the Finance Or Rental Or Leasing industry is somewhat better than the same rating for AER (48). This means that MA’s stock grew somewhat faster than AER’s over the last 12 months.
MA's Price Growth Rating (46) in the Finance Or Rental Or Leasing industry is in the same range as AER (51). This means that MA’s stock grew similarly to AER’s over the last 12 months.
AER's P/E Growth Rating (50) in the Finance Or Rental Or Leasing industry is in the same range as MA (67). This means that AER’s stock grew similarly to MA’s over the last 12 months.
| AER | MA | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 2 days ago 54% |
| Stochastic ODDS (%) | 2 days ago 88% | 2 days ago 53% |
| Momentum ODDS (%) | 6 days ago 53% | 2 days ago 47% |
| MACD ODDS (%) | 2 days ago 71% | 2 days ago 51% |
| TrendWeek ODDS (%) | 2 days ago 69% | 2 days ago 50% |
| TrendMonth ODDS (%) | 2 days ago 54% | 2 days ago 48% |
| Advances ODDS (%) | 6 days ago 69% | 9 days ago 50% |
| Declines ODDS (%) | 8 days ago 54% | 5 days ago 55% |
| BollingerBands ODDS (%) | 2 days ago 83% | 2 days ago 52% |
| Aroon ODDS (%) | 2 days ago 45% | 2 days ago 53% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AER’s FA Score shows that 2 FA rating(s) are green while MA’s FA Score has 2 green FA rating(s).
- AER’s FA Score: 2 green, 3 red.
- MA’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AER’s TA Score shows that 5 TA indicator(s) are bullish while MA’s TA Score has 4 bullish TA indicator(s).
- AER’s TA Score: 5 bullish, 5 bearish.
- MA’s TA Score: 4 bullish, 5 bearish.
Price Growth
AER (@Finance/Rental/Leasing) experienced а +2.57% price change this week, while MA (@Savings Banks) price change was -1.18% for the same time period.
The average weekly price growth across all stocks in the @Finance/Rental/Leasing industry was +0.83%. For the same industry, the average monthly price growth was -4.59%, and the average quarterly price growth was +12.46%.
The average weekly price growth across all stocks in the @Savings Banks industry was -0.65%. For the same industry, the average monthly price growth was -6.82%, and the average quarterly price growth was +9.07%.
Reported Earning Dates
AER is expected to report earnings on Nov 04, 2026.
MA is expected to report earnings on Oct 22, 2026.
Industries' Descriptions
@Finance/Rental/Leasing (+0.83% weekly)A leasing company (e.g. United Rentals, Inc. ) is typically the legal owner of the asset for the duration of the lease, while the lessee has operating control over the asset while also having some share of the economic risks and returns from the change in the valuation of the underlying asset. Per capita disposable income and corporate earnings or cash flow could be some of the critical metrics for this business – the higher the values of these metrics, the potentially greater ability of consumers/businesses to afford apartments/office spaces for rent. Other finance companies include credit/debit card payment processing companies (e.g. Visa Inc. and Mastercard), private label credit cards providers (e.g. Synchrony Financial) and automobile finance companies (e.g. Credit Acceptance Corporation).
@Savings Banks (-0.65% weekly)A savings bank primary function is to take deposits and paying interest on those deposits. Originating in Europe during the 18th century, these banks were generally introduced to incentivize people of all stripes to save money and park them with banks. By the 1990s, the internet ushered in online savings banks that allowed savers to deposit/transact with banks digitally, without requiring to visit a branch office. Savings banks have potentially encouraged lower-income population to save and have access to a financial institution to earn interest on their money. New York Community Bancorp, Inc, Webster Financial Corporation, Washington Federal, Inc. are examples of savings banks.
Advertisement
AER and
Correlation & Price change
A.I.dvisor indicates that over the last year, AER has been closely correlated with AXP. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if AER jumps, then AXP could also see price increases.
MA and
Correlation & Price change
A.I.dvisor indicates that over the last year, MA has been closely correlated with V. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if MA jumps, then V could also see price increases.