Added to YB: 2024-01-03
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
123.00 (-12%)
Dividend
1.21%
EV/EBITDA
13.47
P/E
8.29
EV/Sales
7.53
Sector
Trading Companies and Distributors
Category
value
Portfolio Spotlight: AerCap
AER 7.8 P/E w/ $9.5 FY23 EPS guide Tailwinds:supply constraints,P&W engine issues Risks:leverage,rates CEO owns $400M Buyback 20% shares post-GE divest Upside:book understates,est.$123 Low index own=buyback opp Pass rate to clients Diff than airline risk
Read full article (6 min)