The Aarons Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of The Aarons Inc (AAN) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: The Aarons Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 2,070M vs 533,072M combined for tracked competitors (0.4% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-14.0% annualized vs trailing 12 months), vs accelerating (+5.6%) for its tracked peer group.
- Growth: The Aarons Inc generated 3.4% revenue growth year over year in Q3 2021, vs 12.0% for its tracked competitors combined.
- Profitability: Its 3.7% net margin compares with 25.7% for the peer group.
- Peer revenue share: The Aarons Inc accounted for 0.3% of combined revenue among its tracked peer group, down from 0.3% a year earlier.
- Peer differentiation: Revenue per employee of $0.26M compares with $0.86M for the peer group (0.3x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
AAN Sales vs. its Competitors, Q3 2021
The Aarons Inc reported revenue growth of 3.40 % year on year in Q3 2021, below its competitors' combined revenue growth of 11.99 %.
With a net margin of 3.66 %, The Aarons Inc reported lower profitability than its competitors (25.67 %).
The Aarons Inc generated 0.31 % of the combined sales of its peer group, down from 0.34 % a year earlier.
The Aarons Inc vs. its Competitors, Q3 2021
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across The Aarons Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| The Aarons Company Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across The Aarons Inc's competitor groups requires a Commercial License.
For context: the Rental & Leasing industry grew revenue 10.3% year over year, combined, vs 3.4% for The Aarons Inc. The Aarons Inc's share of combined industry revenue moved from 1.33% to 1.25%, a loss of 0.08 percentage points.
The Aarons Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| The Aarons Company Inc | No | No | No | - |
| Competitors combined (5) | ||||
| High-Confidence Competitors (1) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
AAN Stock Performance relative to its Competitors
AAN Stock Performance relative to High-Confidence Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Apple Inc | 282.9% | Outperformed |
| 2 | Starbucks Corporation | 282.9% | Outperformed |
| 3 | Avis Budget Group Inc | 282.9% | Outperformed |
| 4 | Whirlpool Corp | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for The Aarons Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
The Aarons Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of The Aarons Company Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| The Aarons Company Inc | 310.62 | 2,069.78 |
| Apple Inc | 4,910,434.53 | 466,823.00 |
| Starbucks Corporation | 108,575.22 | 38,338.30 |
| Avis Budget Group Inc | 3,711.09 | 11,752.00 |
| Whirlpool Corp | 2,067.61 | 14,921.00 |
| Conn s Inc | 2.36 | 1,237.68 |
| SUBTOTAL | 5,025,101.43 | 535,141.76 |
Sources: The Aarons Company Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on The Aarons Company Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
The Aarons Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Interbond Corporation of America | Named by the company | 85% |
| Conn s Inc | Named by the company | 85% |
| BrandsMart U.S.A. | Named by the company | 85% |
| Apple Inc | Named by the company | 85% |
| Whirlpool Corp | Named by the company | 85% |
| Time Inc. | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for The Aarons Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
The Aarons Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| The Aarons Company Inc | Aaron's Business 73.33 % |
| Apple Inc | Americas 41.84 % |
| Starbucks Corporation | North America 79.32 % |
| Avis Budget Group Inc | Americas 76.74 % |
| Whirlpool Corp | Major Domestic Appliances, North America 68.47 % |
| Conn s Inc | Retail 79.87 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
The Aarons Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| The Aarons Company Inc | 311 | 258,722 | -5,322 |
| Apple Inc | 4,910,435 | 2,812,187 | 776,687 |
| Starbucks Corporation | 108,575 | 100,625 | 5,202 |
| Avis Budget Group Inc | 3,711 | 470,080 | -29,000 |
| Whirlpool Corp | 2,068 | 363,927 | 4,707 |
| Conn s Inc | 2 | 266,168 | -16,536 |
| PEERS TOTAL | 5,024,791 | 863,065 | 210,966 |
The Aarons Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Starbucks Corporation | United States 79.18 % |
| Avis Budget Group Inc | Americas 76.74 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
The Aarons Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Rental & Leasing industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (46 companies). See the full Rental & Leasing industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 52.53 % | 54.95 % (avg) | -2.4 pp |
| Operating Margin | - | industry median | - |
| EBITDA Margin | 6.82 % | 16.18 % (avg) | -9.4 pp |
| Capital Intensity (Capex / Revenue) | 4.50 % | 6.30 % (avg) | -1.8 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
The Aarons Inc's Valuation vs Competitive Position
Valuation multiples vs the Rental & Leasing industry average (46 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Rental & Leasing industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 29.9x | - |
| EV / EBITDA | 3.4x | 12.4x | -9.0x |
| P/B | 0.4x | 3.1x | -2.7x |
| Return on Equity | -6.27 % | industry aggregate | -18.73 % |
| Return on Invested Capital | - | 10.85 % (avg) | - |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
The Aarons Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2013 | 2015 | 2016 | 2017 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | - | 16.68 % | 0.88 % | 5.49 % | -57.17 % | 9.45 % | 21.89 % | -4.87 % |
| Operating Margin | -23.20 % | 7.42 % | 7.57 % | 7.53 % | -36.23 % | 7.90 % | - | 0.59 % |
| Return on Invested Capital | -18.36 % | 6.80 % | 6.46 % | 6.54 % | -16.59 % | 8.74 % | - | 0.52 % |
| P/E | - | 11.9x | 15.9x | 9.5x | - | 7.4x | - | 109.7x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
The Aarons Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 4.50 % vs industry average 6.30 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See The Aarons Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See The Aarons Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
The Aarons Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
The Aarons Inc falls in the Low attractiveness / Low strength cell: Harvest / Divest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
The Aarons Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
No rule matched.
Weaknesses
- Return on equity 18.7 points below the industry aggregate.
- Latest-quarter revenue run-rate is decelerating (-14.0% annualized vs trailing 12 months).
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
The Aarons Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| The Aarons Company Inc | 0.10 | 1.81 | 0.37 |
| Apple Inc | 0.26 | 0.96 | 0.99 |
| Starbucks Corporation | - | 0.79 | - |
| Avis Budget Group Inc | 0.18 | 0.73 | - |
| Whirlpool Corp | 0.17 | 0.90 | 2.11 |
| Conn s Inc | 0.08 | 3.10 | 2.58 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
The Aarons Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| The Aarons Company Inc | Q4 2021 | -5.1 % | - |
| Apple Inc | Q2 2026 | +16.4 % | +27.1 % |
| Starbucks Corporation | Q2 2026 | -1.4 % | +87.1 % |
| Avis Budget Group Inc | Q1 2026 | +4.1 % | - |
| Whirlpool Corp | Q2 2026 | -6.8 % | +17.3 % |
| Conn s Inc | Q4 2023 | +9.3 % | -65.3 % |
| PEERS TOTAL | +13.7 % | +29.6 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
The Aarons Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| The Aarons Company Inc | Q4 2021 | -6.8 % | -9.5 % |
| Apple Inc | Q2 2026 | +8.6 % | -29.1 % |
| Starbucks Corporation | Q2 2026 | - | -48.6 % |
| Avis Budget Group Inc | Q1 2026 | -37.1 % | - |
| Whirlpool Corp | Q2 2026 | -2.8 % | -93.9 % |
| Conn s Inc | Q4 2023 | +1.2 % | -52.5 % |
The Aarons Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| The Aarons Company Inc | - | - | - |
| Apple Inc | 35.02% | 60.14% | 142.67% |
| Starbucks Corporation | 6.45% | 6.70% | - |
| Avis Budget Group Inc | - | - | - |
| Whirlpool Corp | 1.16% | 1.84% | 5.91% |
| Conn s Inc | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
The Aarons Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| The Aarons Company Inc | - | 0.15 |
| Apple Inc | 38.36 | 10.52 |
| Starbucks Corporation | 54.67 | 2.83 |
| Avis Budget Group Inc | - | 0.32 |
| Whirlpool Corp | 10.75 | 0.14 |
| Conn s Inc | - | 0.00 |
| PEERS AVERAGE | 38.58 | 9.39 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.