US · AER
AerCap Holdings N.V.
- Sector
- Industrials · Rental & Leasing Services
- Headquarters
- Dublin D02 YX20
- Website
- aercap.com
Price · as of 2025-12-31
$140.94
Market cap 25.44B
Valuation summary
Four models, one snapshot. Upside is target ÷ current − 1.
| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial Intelligence(AI) | $203.64 | +44.49% |
| Intrinsic Value(DCF) | $74.73 | -46.98% |
| Graham-Dodd Method(GD) | $188.14 | +33.49% |
| Graham Formula(GF) | $227.11 | +61.14% |
Valuation history
Annual price (USD per share) overlaid with each model's fair value. Y-axis is log scale.
| Year | Price | AI | DCF | Graham-Dodd | Graham Formula |
|---|---|---|---|---|---|
| 2011 | $11.70 | $22.51 | $1.44 | $21.41 | $24.84 |
| 2012 | $15.71 | $26.06 | $3.23 | $22.36 | $0.00 |
| 2013 | $41.57 | $62.51 | $8.65 | $34.26 | $40.67 |
| 2014 | $42.82 | $146.29 | $0.00 | $67.41 | $1,095.97 |
| 2015 | $36.93 | $82.64 | $0.00 | $69.58 | $312.50 |
| 2016 | $44.32 | $90.15 | $0.00 | $73.85 | $21.05 |
| 2017 | $48.88 | $105.62 | $0.00 | $86.32 | $53.05 |
| 2018 | $40.22 | $118.11 | $1.26 | $95.40 | $24.76 |
| 2019 | $46.59 | $129.58 | $4.34 | $111.36 | $92.02 |
| 2020 | $59.82 | $163.32 | $22.30 | $57.71 | $1.12 |
| 2021 | $50.07 | $236.94 | $45.55 | $147.34 | $69.94 |
| 2022 | $55.42 | $117.74 | $0.00 | $51.92 | $0.00 |
| 2023 | $79.96 | $149.88 | $0.00 | $143.92 | $220.75 |
| 2024 | $98.84 | $166.93 | $0.00 | $134.74 | $146.99 |
| 2025 | $150.23 | $203.64 | $23.92 | $188.14 | $227.11 |
AI valuation
Our deep-learning model estimates AerCap Holdings N.V.'s (AER) per-share fair value from quarterly fundamentals, sector trend, and historical valuation patterns.
- AI fair value
- $203.64
- Current price
- $140.94
- AI upside
- +44.49%
Methodology and confidence bands appear in the dedicated valuation theory section. The AI score is an estimate, not a recommendation.
Intrinsic value (DCF)
Open DCF calculatorThree textbook valuation models, recomputed daily from the latest financial statements. The DCF uses our Chepakovich model. Graham-Dodd and Graham Formula are conservative reference points.
DCF
$74.73
-46.98% upside
Graham-Dodd
$188.14
+33.49% upside
Graham Formula
$227.11
+61.14% upside
Peer comparison
Same-industry comparables, ranked by market cap.
| Basic Info | Model Valuation | Core Valuation | Profitability | Leverage & Liquidity | Growth | Cash Flow | Dividends | Enterprise Value | Risk | ||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | Company Name | Price | Market Cap | AI Upside | DCF Upside | GD Upside | GF Upside | P/E | P/B | P/S | EV/EBITDA | PEG | P/TBV | Gross Margin | Operating Margin | Net Margin | ROE | ROIC | ROA | Debt/Equity | Interest Coverage | Current Ratio | Quick Ratio | Net Debt/EBITDA | EPS Growth | Sales Growth | FCF Growth | FCF Yield | Op Cash Flow Ratio | Cash ROIC | Dividend Yield | Dividend Payout | Shareholder Yield | EV/EBIT | EV/FCF | EV/Sales | Altman Z-Score |
| AER | AerCap Holdings N.V. | $140.94 | 25.44B | +44% | -47% | +33% | +61% | 6.90 | 1.41 | 3.16 | 7.79 | 7.08 | 1.57 | 59.77% | 51.87% | 45.80% | 21.13% | 6.08% | 5.24% | 2.38 | 2.14 | 0.61 | 0.61 | 4.83 | 9741.00% | 240.00% | -4226.00% | -2.63% | 0.99 | -1.12% | 0.74% | 5.10% | 8.69% | 16.00 | -99.76 | 8.30 | 0.88 |
| AL | Air Lease Corporation | $64.84 | 7.26B | +25% | -46% | +63% | +172% | 6.64 | 0.85 | 2.40 | 9.64 | 3.71 | 0.85 | 59.43% | 50.53% | 36.09% | 13.60% | 4.40% | 3.34% | 2.33 | 1.71 | 0.93 | 0.55 | 7.01 | 17898.00% | 1032.00% | -4247.00% | -22.96% | 0.73 | -6.03% | 1.97% | 13.10% | 8.53% | 17.38 | -15.97 | 8.78 | 0.63 |
| CW | Curtiss-Wright Corporatio… | $700.33 | 25.82B | -41% | -45% | -90% | -64% | 56.14 | 10.73 | 7.77 | 44.08 | 255.27 | 88.05 | 37.20% | 18.24% | 13.84% | 19.43% | 14.72% | 9.49% | 0.52 | 14.79 | 1.44 | 0.93 | 1.48 | 2199.00% | 1208.00% | 1457.00% | 2.04% | 0.46 | 16.36% | 0.13% | 7.20% | 1.84% | 44.08 | 50.80 | 8.04 | 8.44 |
| DOV | Dover Corporation | $225.50 | 30.93B | +15% | -57% | -62% | -56% | 28.40 | 4.20 | 3.84 | 17.80 | — | 144.14 | 39.77% | 16.97% | 13.52% | 15.24% | 12.34% | 8.44% | 0.51 | 12.51 | 1.79 | 1.21 | 1.13 | -5928.00% | 448.00% | 9243.00% | 3.60% | 0.53 | 12.58% | 0.91% | 25.90% | 2.65% | 24.15 | 29.68 | 4.10 | 5.70 |
| EFX | Equifax Inc. | $208.96 | 25.58B | -19% | -57% | — | -62% | 38.58 | 5.57 | 4.22 | 16.72 | 389.02 | -11.46 | 44.60% | 18.03% | 10.87% | 14.13% | 8.49% | 5.62% | 1.11 | 5.16 | 0.60 | 0.51 | 2.69 | 992.00% | 692.00% | 3952.00% | 4.43% | 0.69 | 11.84% | 0.91% | 35.00% | 4.53% | 27.89 | 26.93 | 5.03 | 3.64 |
| ESLT | Elbit Systems Ltd. | $769.04 | 35.73B | -81% | -77% | -94% | -79% | 49.06 | 4.82 | 2.28 | 28.18 | 100.19 | 11.03 | 24.05% | 7.28% | 4.70% | 10.38% | 10.52% | 3.11% | 0.42 | 3.81 | 1.20 | 0.64 | 1.84 | 4896.00% | 1430.00% | -53579.00% | 2.02% | 0.10 | 7.46% | 0.56% | 27.60% | 1.60% | 33.46 | 52.87 | 2.44 | 2.48 |
| FTAI | FTAI Aviation Ltd. | $305.80 | 31.37B | -42% | +177% | -91% | -21% | 61.03 | 91.50 | 12.20 | 28.03 | — | 138.98 | 31.08% | 30.70% | 19.98% | 241.16% | 36.96% | 11.91% | 0.00 | 3.11 | 5.28 | 1.28 | -0.28 | -153750.00% | 4324.00% | -7689.00% | -1.02% | -0.78 | -18.06% | 0.00% | 0.00% | 11.86% | 39.33 | -97.44 | 12.08 | 6.26 |
| GPN | Global Payments Inc. | $76.46 | 18.1B | +46% | -24% | -50% | — | 12.83 | 0.82 | 2.42 | 9.33 | — | 11.81 | 72.57% | 19.10% | 18.17% | 6.45% | 3.30% | 2.91% | 0.95 | 2.27 | 1.69 | 1.22 | 3.91 | -536.00% | -2375.00% | -2866.00% | 10.92% | 0.36 | 5.59% | 1.28% | 16.40% | 12.18% | 21.84 | 15.77 | 4.17 | 0.89 |
| HUBB | Hubbell Incorporated | $511.63 | 27.2B | -27% | -52% | -97% | -62% | 31.02 | 7.15 | 4.71 | 22.04 | 205.42 | -45.32 | 35.46% | 20.83% | 15.18% | 24.93% | 18.30% | 11.90% | 0.68 | 18.99 | 1.72 | 0.90 | 1.58 | 1510.00% | 384.00% | 788.00% | 3.18% | 0.68 | 16.50% | 1.04% | 32.30% | 1.86% | 24.34 | 33.87 | 5.07 | 5.84 |
| VLTO | Veralto Corporation | $97.43 | 24.19B | -12% | -49% | -86% | -46% | 25.68 | 7.77 | 4.39 | 18.40 | 204.22 | -94.30 | 59.95% | 23.21% | 17.08% | 36.55% | 27.46% | 13.33% | 0.86 | 13.30 | 1.67 | 1.42 | 0.48 | 1257.00% | 597.00% | 2366.00% | 4.20% | 0.52 | 27.21% | 0.45% | 11.60% | 4.69% | 19.41 | 24.44 | 4.50 | 4.64 |
| WLFC | Willis Lease Finance Corp… | $203.71 | 1.39B | +51% | -54% | -34% | +247% | 10.92 | 2.16 | 2.08 | 9.76 | 7.47 | 2.30 | 75.44% | 25.37% | 19.08% | 21.98% | 4.08% | 3.65% | 4.12 | 1.38 | 3.85 | 2.03 | 6.40 | 14623.00% | 3600.00% | -99583.00% | -46.03% | 2.50 | -21.67% | 1.20% | 13.10% | 1.89% | 23.84 | -6.30 | 6.05 | 0.90 |
About AerCap Holdings N.V.
AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in China, Hong Kong, Macau, the United States, Ireland, and internationally. The company offers aircraft asset management services, such as remarketing aircraft and engines; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; and conducting ongoing lessee financial performance reviews. Its aircraft asset management services also include periodically inspecting the leased aircraft; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructuring negotiations in connection with lease defaults; repossessing aircraft and engines; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and engine valuations; and providing market research services. The company also provides cash management services, including treasury services, such as the financing, refinancing, hedging, and ongoing cash management of vehicles; and administrative services comprising accounting and corporate secretarial services consisting of the preparation of budgets and financial statements. In addition, it offers airframe and engine parts and supply chain solutions to airlines; maintenance, repair, and overhaul service providers; and aircraft parts distributors. As of December 31, 2021, the company had a portfolio of 2,369 owned, managed, or on order aircraft. AerCap Holdings N.V. was founded in 1995 and is headquartered in Dublin, Ireland.
- CEO
- Aengus Kelly
- Employees
- 698
- Beta
- 1.02
Disclaimer: Information on this page is provided for educational purposes only and does not constitute investment advice. Upside computed as ($74.73 ÷ $140.94) − 1 = -46.98% (DCF, example).