Added to YB: 2024-05-16
Pitch date: 2024-03-31
AER [bullish]
AerCap Holdings N.V.
+62.51%
current return
Author Info
No bio for this author
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
$85.87
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
Cooper Investors Global Equities Fund New Portfolio Holding: AerCap Holdings N.V.
AER: World's largest aircraft lessor at net book value despite used aircraft sold at 80% premium in 2023. Supply issues limit new plane deliveries while demand surges, boosting lease rates & values. CEO Aengus Kelly's impressive capital allocation track record includes well-timed orders & buybacks. Offers compelling value with industry tailwinds.
Read full article (2 min)