Advertisement
AER vs PYPL
Which Stock Would AI Choose? AerCap Holdings N.V. (AER) vs. PayPal Holdings, Inc. (PYPL) Stock Comparison
Key Takeaways
- AER (AerCap Holdings N.V.) operates in the aircraft leasing sector with robust demand for aviation assets, reporting record Q1 2026 results and raising full-year adjusted EPS guidance to approximately $14.50.
- PYPL (PayPal Holdings, Inc.) faces ongoing M&A speculation following a reported $53 billion bid from Stripe and Advent, which the board deemed inadequate, contributing to recent stock volatility around $56 levels.
- Year-to-date through late July 2026, AER has delivered approximately 6% total return while PYPL has posted roughly 3%, both trailing broader market benchmarks.
- Both companies approach earnings season with AER reporting Q2 results on July 29 and PYPL on July 28, 2026, providing near-term catalysts for price movement.
- Sector exposure differs markedly: AER benefits from aviation supply constraints and travel demand, whereas PYPL navigates fintech competition and potential strategic reviews.
- Market sentiment shows stability for AER amid consistent operational metrics, contrasted with heightened volatility and takeover-related news flow for PYPL.
Introduction
Investors and traders seeking diversified exposure across transportation leasing and digital payments may find value in comparing AER and PYPL. These stocks represent distinct business models—one tied to global aviation infrastructure and the other to consumer and merchant payment processing—offering insights into relative performance amid evolving macroeconomic conditions. This analysis examines recent market behavior, operational developments, and positioning to assist those evaluating portfolio allocation or sector rotation strategies.
AER Overview and Recent Performance
AER (AerCap Holdings N.V.) is a leading global aircraft leasing company that acquires, leases, and sells commercial aircraft to airlines worldwide. In recent market activity, the stock has traded near $151, reflecting modest gains supported by strong underlying demand for aviation assets amid persistent supply constraints and sustained air travel recovery. Q1 2026 results highlighted record net income and an 87% lease extension rate, prompting management to raise full-year adjusted EPS guidance. Upcoming Q2 earnings on July 29, 2026, represent a key near-term event, while a new $1.0 billion share repurchase program underscores capital return priorities. Sentiment remains constructive on operational resilience despite broader geopolitical factors.
PYPL Overview and Recent Performance
PYPL (PayPal Holdings, Inc.) provides digital payment solutions connecting consumers, merchants, and platforms globally. The stock has fluctuated around $56 in recent weeks, influenced by takeover speculation involving a reported $53 billion offer from Stripe and Advent that the board viewed as inadequate. Year-to-date performance shows limited upside relative to the broader market, with Q2 earnings scheduled for July 28, 2026, serving as a focal point. Recent analyst upgrades and mixed views on strategic options have contributed to volatility, while the company continues to operate in a competitive fintech landscape.
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 superior adaptability to prevailing market conditions, consistent statistical metrics, and alignment with current volatility and trend dynamics earn placement in this section. Bots feature varied trading styles, strategies, timeframes, performance histories, and ticker sets, with available data including win rates, profit factors, and drawdown ranges that help users evaluate suitability. This resource offers traders objective tools for automated strategy implementation. Explore the full curated list on the Trending AI Robots page.
Head-to-Head Comparison
AER and PYPL differ fundamentally in business models: AER generates revenue through long-term aircraft leases with high asset utilization, while PYPL earns from transaction fees in the digital payments ecosystem. Growth drivers for AER center on aviation demand and fleet management, contrasting with PYPL’s exposure to e-commerce volumes, user engagement, and potential M&A outcomes. Recent momentum favors AER’s steadier operational backdrop, whereas PYPL exhibits sharper sentiment swings tied to takeover developments. Risk factors include fuel prices and geopolitical events for AER, versus regulatory scrutiny and competitive pressures for PYPL. Sector positioning places AER in industrials/transportation and PYPL in financial technology, creating distinct correlations with economic cycles.
Tickeron AI Verdict
Based on observable factors such as trend consistency in operational metrics, earnings visibility, and relative stability amid sector-specific catalysts, Tickeron’s AI would currently assign a modestly higher probabilistic preference to AER over PYPL for near-term positioning. AER’s demonstrated lease performance and guidance updates provide a clearer fundamental anchor compared with PYPL’s elevated volatility from strategic review processes. This assessment reflects data-driven pattern recognition rather than definitive forecasts.
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 StrongBuy and PYPL is a Hold.
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 undervalued. 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 whilePYPL’s FA Score has 0 green FA rating(s).
- AER’s FA Score: 2 green, 3 red.
- PYPL’s FA Score: 0 green, 5 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 4 TA indicator(s) are bullish while PYPL’s TA Score has 3 bullish TA indicator(s).
- AER’s TA Score: 4 bullish, 3 bearish.
- PYPL’s TA Score: 3 bullish, 5 bearish.
Price Growth
AER (@Finance/Rental/Leasing) experienced а -2.65% price change this week, while PYPL (@Savings Banks) price change was +2.07% for the same time period.
The average weekly price growth across all stocks in the @Finance/Rental/Leasing industry was +2.75%. For the same industry, the average monthly price growth was +5.10%, and the average quarterly price growth was +11.29%.
The average weekly price growth across all stocks in the @Savings Banks industry was +0.54%. For the same industry, the average monthly price growth was +0.03%, and the average quarterly price growth was +9.39%.
Reported Earning Dates
AER is expected to report earnings on Nov 04, 2026.
PYPL is expected to report earnings on Oct 27, 2026.
Industries' Descriptions
@Finance/Rental/Leasing (+2.75% 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 (+0.54% 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.
| AER | PYPL | AER / PYPL | |
| Capitalization | 23.5B | 50.5B | 47% |
| EBITDA | 5.82B | 7.29B | 80% |
| Gain YTD | 4.619 | 1.823 | 253% |
| P/E Ratio | 7.34 | 11.17 | 66% |
| Revenue | 8.96B | 34.1B | 26% |
| Total Cash | 1.69B | 11.3B | 15% |
| Total Debt | 42.8B | 13.4B | 319% |
AER | PYPL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 18 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 14 Undervalued | 72 Overvalued | |
PROFIT vs RISK RATING 1..100 | 8 | 100 | |
SMR RATING 1..100 | 48 | 39 | |
PRICE GROWTH RATING 1..100 | 48 | 38 | |
P/E GROWTH RATING 1..100 | 42 | 78 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
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 (14) in the Finance Or Rental Or Leasing industry is somewhat better than the same rating for PYPL (72) in the Data Processing Services industry. This means that AER’s stock grew somewhat faster than PYPL’s over the last 12 months.
AER's Profit vs Risk Rating (8) in the Finance Or Rental Or Leasing industry is significantly better than the same rating for PYPL (100) in the Data Processing Services industry. This means that AER’s stock grew significantly faster than PYPL’s over the last 12 months.
PYPL's SMR Rating (39) in the Data Processing Services industry is in the same range as AER (48) in the Finance Or Rental Or Leasing industry. This means that PYPL’s stock grew similarly to AER’s over the last 12 months.
PYPL's Price Growth Rating (38) in the Data Processing Services industry is in the same range as AER (48) in the Finance Or Rental Or Leasing industry. This means that PYPL’s stock grew similarly to AER’s over the last 12 months.
AER's P/E Growth Rating (42) in the Finance Or Rental Or Leasing industry is somewhat better than the same rating for PYPL (78) in the Data Processing Services industry. This means that AER’s stock grew somewhat faster than PYPL’s over the last 12 months.
| AER | PYPL | |
|---|---|---|
| RSI ODDS (%) | N/A | 5 days ago 77% |
| Stochastic ODDS (%) | 5 days ago 50% | 5 days ago 76% |
| Momentum ODDS (%) | 5 days ago 72% | N/A |
| MACD ODDS (%) | 5 days ago 67% | 5 days ago 76% |
| TrendWeek ODDS (%) | 5 days ago 70% | 5 days ago 66% |
| TrendMonth ODDS (%) | 5 days ago 68% | 5 days ago 68% |
| Advances ODDS (%) | 7 days ago 70% | 8 days ago 63% |
| Declines ODDS (%) | 20 days ago 54% | 12 days ago 75% |
| BollingerBands ODDS (%) | 5 days ago 66% | 5 days ago 86% |
| Aroon ODDS (%) | 5 days ago 64% | 5 days ago 64% |
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.
PYPL and
Correlation & Price change
A.I.dvisor indicates that over the last year, PYPL has been loosely correlated with AER. These tickers have moved in lockstep 52% of the time. This A.I.-generated data suggests there is some statistical probability that if PYPL jumps, then AER could also see price increases.
| Ticker / NAME | Correlation To PYPL | 1D Price Change % | ||
|---|---|---|---|---|
| PYPL | 100% | N/A | ||
| AER - PYPL | 52% Loosely correlated | -1.41% | ||
| R - PYPL | 51% Loosely correlated | -0.77% | ||
| URI - PYPL | 51% Loosely correlated | -2.18% | ||
| UPBD - PYPL | 46% Loosely correlated | -3.08% | ||
| OBDC - PYPL | 46% Loosely correlated | -0.77% | ||
More | ||||