Added to YB: 2025-01-07
Pitch date: 2025-01-06
AER [bullish]
AerCap Holdings N.V.
+50.1%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
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
$94.46
Price Target
N/A
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 (AER): A Hidden Value Stock with Potential for 10x Valuation
AER: Undervalued at 8x P/E, using FCF for buybacks. Hot aircraft market w/ 25%+ unlevered gains on sales. Strong post-2022 leases now impacting P&L. CEO excels in capital allocation. Upside from marking balance sheet & leases to market. Better business than 8x multiple suggests, 10x target.
Read full article (1 min)