Stock AnalizAerCap Holdings N.V. AER
Diversified Commercial Services · IPO 2006 · data as of November 13, 2026
AerCap Holdings N.V. (AER) is a consumer discretionary company listed in the US with a market value of about $27.1B. In the twelve months to September 30, 2026 it had revenue of $9.1B and net income of $3.1B, a net margin of 34.5%.
Its overall Stock Analiz score is 1.4 out of 5 (weak). The strongest part is value (2/5); the weakest is financial health (0/5).
Key numbers: a P/E of 9.1, 5-year revenue growth of 14% a year. A discounted cash flow model with moderate assumptions puts its intrinsic value about 64% below the current price.
Score: 1.4 / 5
Checks passed
- P/E below 25
- P/E below the industry median
- Profit margin improving
- 5-year revenue growth above 8% a year
- ROE above 15%
- Pays a dividend
- Stock-based pay below 5% of revenue
Checks not passed
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- 3-year free cash flow growth above 10% a year
- Strong R&D investment or growth above 20%
- 5-year EPS growth above 10% a year
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $9.1B | $8.5B | $8.0B | $7.6B | $7.0B | $5.2B | $4.5B | $4.9B | $4.8B | $5.0B | $5.2B |
| Net income | $3.1B | $3.8B | $2.1B | $3.1B | -$726M | $1.0B | -$299M | $1.1B | $1.0B | $1.1B | $1.0B |
| Free cash flow | -$745M | — | — | — | — | — | — | — | — | — | — |
| EPS (diluted) | $19.40 | $24.29 | $13.59 | $20.31 | $-4.70 | $6.48 | $-1.93 | $7.42 | $6.58 | $6.97 | $6.78 |
| Net margin | 34.5% | 44.0% | 26.2% | 41.4% | -10.3% | 19.1% | -6.6% | 23.2% | 21.2% | 21.4% | 20.3% |
| ROIC | — | — | — | — | — | — | — | — | — | — | — |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 10 analysts is $186.60, 6% above the current price; targets range from $175.00 to $200.00; the consensus rating is “Strong buy”; expected EPS is $21.89 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is AerCap Holdings’s P/E ratio?
About 9.1, based on the last twelve months of diluted earnings per share (forward P/E about 9.3).
Is AerCap Holdings stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 64% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does AerCap Holdings pay a dividend?
Yes. The dividend yield is about 0.90%, and it has paid dividends for 2 years in our data.
Is AerCap Holdings a good stock to buy?
We do not give buy or sell advice. AerCap Holdings scores 1.4 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.