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AER

BUY

AerCap Holdings N.V. · Industrials · Ireland · $23.9B · Avg Vol: $165M/d

71
StockRank
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Q
48
V
50
M
66
P/E (TTM)
6.5x
ROE
22.1%
D/E
2.3x
Dividend %
0.9%
Dir. Trades · 180d
−$12.7M →
Buybacks · 180d
None →

COMPANY DESCRIPTION

AerCap Holdings N.V. is the global leader in aviation leasing, purchasing, leasing, and selling commercial aircraft, engines, and helicopters. The company's competitive moat is its unmatched scale, which provides significant purchasing power with manufacturers and access to low-cost capital. It operates as the dominant, vertically integrated lessor in the global aviation finance sector.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue7.0B7.6B8.0B8.5B6.7%8.7B8.5B8.4B-0.7%
EPS-3.0213.9911.0621.7824.8%22.9924.6824.425.9%
Shares245.9M202.5M186.8M162.7M-33.8%157.7M———
Debt46.7B46.6B45.4B43.6B-2.2%43.1B———
Equity16.1B16.6B17.2B18.3B4.4%————
Op CF5.2B5.3B5.4B5.4B1.4%5.5B———
Inv CF-2.2B-3.2B-3.7B-1.7B—————
Fin CF-3.2B-2.0B-2.1B-3.7B—————
Loading 1Y...
PRICE (1Y)+8.1%
140143147150153Jun 12Jul 7Jul 27
SMA 50SMA 200
Close
$151.40
RSI (14)
50.8
52W High
$155.99
From 52W High
1.0%

SCORE BREAKDOWN

Quality
48
ROIC
3.9%26.7
ROE
22.1%88.6
GP/Assets
7.5%19.3
Op. Margin
60.9%99.6
FCF/Assets
-1.0%22.1
Piotroski
998.9
Int. Cover
50.0x87.1
D/E Ratio
2.34x5.1
Current Ratio
1.33x31.5
Value
50
P/E (TTM)
6.5x94.6
EV/EBITDA
13.4x44.0
P/FCF
—N/A
P/B
1.3x66.7
P/S
2.7x30.4
Div Yield
0.9%20.9
Momentum
66
52W High %
97%94.5
RS 6M
-3%65.8
SMA 50/200
1.03x58.0
EPS Rev 4W
+0.5%88.4
EPS Rev 12W
—N/A
EPS Improve
-26%7.5
Q Growth
27%65.7

FUNDAMENTALS

Market Cap
$23.9B
P/E (Forward)
8.7x
Gross Margin
61.9%

SECTOR PEERS

Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of AER are excluded.

TickerCompanyMkt CapStockRankSignal
AERAerCap Holdings N.V.(you)$23.9B71BUY
RYAAYRyanair Holdings plc$29.5B77BUY
ALLEAllegion plc$13.0B74BUY
KRX.IRKingspan Group plc$16.8B61HOLD
EXPN.LExperian plc$29.6B54HOLD
JCIJohnson Controls International plc$87.5B64HOLD
TTTrane Technologies plc$106.3B78BUY
ETN1N.MXEaton Corporation plc$158.8B77BUY
GFTU.LGrafton Group plc$2.4B82STRONG BUY
CMPRCimpress plc$2.4B88STRONG BUY

Peer medians: ROE 24.7% · P/E 21.9x · Gross margin 37.1%

AerCap Holdings N.V. (AER) — Stock Score Summary

AerCap Holdings N.V. (AER) has a MoatMap StockRank of 71/100 based on Quality (48/100), Value (50/100), and Momentum (66/100) factor scores. The current signal is BUY.

AerCap Holdings N.V. is the global leader in aviation leasing, purchasing, leasing, and selling commercial aircraft, engines, and helicopters. The company's competitive moat is its unmatched scale, which provides significant purchasing power with manufacturers and access to low-cost capital. It operates as the dominant, vertically integrated lessor in the global aviation finance sector.

Key Financial Metrics

Price$151.40
Market Cap$23.9B
P/E (TTM)6.45
P/E (Forward)8.67
Price/Book1.27
Return on Equity22.1%
Return on Invested Capital3.9%
Debt/Equity2.34x
Gross Margin61.9%
Operating Margin60.9%
Revenue Growth7.9%
Dividend Yield0.9%
Free Cash Flow$-681M

AerCap Holdings N.V. operates in the Rental & Leasing Services industry, part of the Industrials sector (Ireland).

Frequently Asked Questions

What is AerCap Holdings N.V.’s (AER) StockRank?
MoatMap’s StockRank for AerCap Holdings N.V. (AER) is 71/100, with a Buy signal. It is a composite of Quality (48), Value (50), and Momentum (66) factor ranks across MoatMap’s 20,000+ stock universe.
Does AerCap Holdings N.V. have an economic moat?
AerCap Holdings N.V. (AER) has a Quality factor score of 48/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is AerCap Holdings N.V. a buy, hold, or sell?
MoatMap’s current signal for AerCap Holdings N.V. (AER) is Buy, based on a StockRank of 71/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is AerCap Holdings N.V. in?
AerCap Holdings N.V. (AER) operates in the Industrials sector, specifically the Rental & Leasing Services industry (Ireland).
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