Added to YB: 2024-01-02
Pitch date: 2024-01-02
AER [bullish]
AerCap Holdings N.V.
+100.96%
current return
Author Info
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Company Info
AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in the United States, China, and internationally.
Market Cap
$16.1B
Pitch Price
$69.44
Price Target
95.00 (-32%)
Dividend
1.21%
EV/EBITDA
13.47
P/E
8.29
EV/Sales
7.53
Sector
Trading Companies and Distributors
Category
value
Show full summary:
AerCap: A Quality Compounder Trading Below Fair Value
$AER outperforms airlines w/ stable biz model. 20% buyback in '23, more in '24. Mgt Russia well, GECAS accretive. BV understated at ~$78 vs est ~$123 from asset premiums & Russia recovery. Intelligent capital allocation. Strong buy PT $95.
Read full article (4 min)