Added to YB: 2025-05-14
Pitch date: 2025-05-12
AL [neutral]
Air Lease Corporation
+15.76%
current return
Author Info
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Company Info
Air Lease Corporation, an aircraft leasing company, engages in the purchase and leasing of commercial jet aircraft to airlines in the Asia Pacific, Europe, the Middle East, Africa, Mexico, Central America, South America, the United States, and Canada.
Market Cap
$7.1B
Pitch Price
$55.37
Price Target
89.00 (+39%)
Dividend
1.38%
EV/EBITDA
N/A
P/E
7.73
EV/Sales
9.39
Sector
Trading Companies and Distributors
Category
growth
Quick Value #268 - Air Lease (AL)
AL (overview): Aircraft lessor at 0.8x P/B, 10x P/E with 5.2% OCF yield & $28.6B fleet. ~50% growth via $17.1B orderbook through 2029 with yields improving 150-200bps as COVID-era leases roll off. Industry tailwinds: rising air travel, airlines shifting to leasing model, aircraft shortage. Potential $89 PT (13% IRR) as assets reach $50B by 2029.
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