Added to YB: 2025-08-11
Pitch date: 2025-08-07
ASLE [bullish]
AerSale Corporation
-9.72%
current return
Author Info
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Company Info
AerSale Corporation provides aftermarket commercial aircraft, engines, and its parts to passenger and cargo airlines, leasing companies, original equipment manufacturers, government and defense contractors, and maintenance, repair, and overhaul service providers worldwide.
Market Cap
$288.7M
Pitch Price
$7.72
Price Target
9.00 (+29%)
Dividend
N/A
EV/EBITDA
10.21
P/E
48.65
EV/Sales
1.20
Sector
Aerospace and Defense
Category
value
Aersale on Sale
ASLE: Trading at ~$7.47 (93% TBV, 87% adjusted for insurance claims), $352M mkt cap. Q2 EPS +$0.18 vs -$0.11 in Q1. $33M whole asset sales, strong leasing. Cargo planes worth ~$0.15/sh annual. Insurance claims add ~$1.15-1.20/sh to earnings. No AerAware revenue yet. Worth $9+ per TBV.
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