Professional
Added to YB: 2025-02-03
Pitch date: 2025-01-31
AER [bullish]
AerCap Holdings N.V.
+50.96%
current return
Author Info
The Lion's Roar is searching for the next long/short idea. Primarily US, SMID cap focused, but looking for value everywhere. Sign up for the newsletter.
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
$92.43
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
O'Keefe Stevens Advisory: Top Picks for the Year – AerCap Holdings N.V.
AER: Aircraft lessor up 29.8% in 2024, initiated dividend. Secondary market strong due to supply shortages. Lease renewals from 2023-24 to boost profits. Expect mid-teens book value growth. Trades at 1x TBV, 7.5x 2025 EPS. Upside from Russian insurance claims. Thesis intact.
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