AerCap Holdings NV (AER) fair value: what the stock is really worth
As of Nov 4, 2026: fair value (intrinsic value) of AerCap Holdings NV stock $198, price $166, upside +19.7%, quality 56 out of 100. Rating: undervalued. Calculated from audited financials with 16 of our 26 valuation models and 37 quality factors, updated daily.
- Keep an eye on it?Free in your watchlist: 5 stocks without an account, 10 with one Yes, for free
AerCap Holdings NV
AER · USThe stock costs 16% less than our calculation considers fair.
Risks from the AI analysis
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 3, 2026.
How to read this chart
60‑month range $36.92 – $165.72 · fair‑value band $154.22 – $346.56 · the $165.72 price screens below the $198.34 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 3, 2026.
Every Wednesday you see whether AerCap Holdings is on track or worth a review, plus price against fair value. Free, up to 3 stocks.
We send you a confirmation link. Unsubscribe with one click.
Company profile
AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in the United States, China, and internationally.
Show moreShow less
The company engages in aircraft and engine asset management services, such as remarketing aircraft and engines for lease or sale; collecting rental and supplemental maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; conducting ongoing lessee financial performance reviews.
Its aircraft and engine asset management services also include periodically inspecting the leased aircraft and engines; 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.
In addition, the company provides corporate administrative services comprising accounting, and corporate secretarial services consisting of the preparation of budgets and financial statements; and cash management services, including treasury services, such as the financing, refinancing, hedging, and ongoing cash management of companies.
Further, it offers airframe and engine parts and supply chain solutions to airlines; maintenance, repair, and overhaul service providers; and aircraft parts distributors. The company has a portfolio of owned, managed, or on order aircraft, consisting of 3,500 aircraft, engines, and helicopters.
AerCap Holdings N.V. was founded in 1995 and is headquartered in Dublin, Ireland.
Stock analysis
AerCap Holdings NV (AER) currently trades at $165.72, while our model-based Fair Value estimate is $198.34, implying the stock looks roughly 16% undervalued today.
Show more
Valuation
Bull case: the Growth Earnings group reads highest at a median of $466.03 per share, and 8 of the 14 models we run sit above the $165.72 price.
Bear case: the Dividend Discount group reads lowest at $19.93, and 6 of the 14 models stay below the price. Data coverage for this calculation is high.
Scenario range: $154.22 (bear) to $346.56 (bull), the price of $165.72 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 56/100 (solid quality), in the Industrials sector.
Expensive Growth: The company is growing, but growth may require heavy reinvestment or weak cash conversion.
AerCap Holdings NV reported revenue of $8.2B in FY2025 versus $4.6B in FY2021, a compound +15.6%/yr. Reported net income was $3.8B in FY2025, compounding +39.1%/yr from FY2021.
Key figures
Market cap $26.2B Large · P/E ratio 8.5 · P/S ratio 2.89 · EPS (TTM) $19.56 · Dividend yield 1.0% · Net margin 34.5% · Return on equity 17.0% · Return on assets (EBIT) 5.0%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 74 out of 100 (low confidence).
What moves the price
The share trades at its 52-week high and 28% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Industrials peers we cover trades at −19% fair-value upside, at 20%, AER screens cheaper than that median.
Fair Value models
All 16 models by family
Quality Score breakdown
It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.
Insider trades
In the last 6 months, 5 officers or directors sold shares worth $25.0M and none bought.
- SaleAengus KellyChief Executive Officer, Director2× since May 6, 2026: 110,000 shares, avg. $153.82$16.9MOct 30, 2026
- SaleRita ForstDirector2× since Aug 6, 2026: 4,000 shares, avg. $157.35$629,400Oct 30, 2026
- SaleVincent DrouillardGeneral Counsel2× since May 7, 2026: 14,204 shares, avg. $155.73$2.2MOct 29, 2026
- SaleCormac StuartChief Accounting Officer11,644 shares at $143.21$1.7MJun 15, 2026
- SalePeter JuhasChief Financial Officer76,000 shares at $144.72$11.0MMay 12, 2026
Plus one other filing such as a grant, option exercise or tax withholding. It is not a market purchase or sale.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Source: SEC Form 4, as of Nov 4, 2026. All filings at the SEC ↗
Revenue & earnings trend
Watch AER, get fair value alerts →
Recent news
- AER Q3 Earnings Call Highlights Raised Outlook and Strong Asset Sales
- AerCap (AER) Is Up 8.63% in One Week: What You Should Know
- Are Transportation Stocks Lagging Aercap (AER) This Year?
- AER vs. WAB: Which Stock Is the Better Value Option?
Compare AerCap Holdings NV with another stock
Price, fair value, quality and upside side by side.
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Rental & Leasing Services · 86 stocks
Valuation Multiplesvs Rental & Leasing Services median · lower = cheaper
Strength profile in five axes (Snowflake)
Context: sector, industry, market
- Is the Industrials sector expensive or cheap?
- P/E, EV/EBITDA and margins by industry (reference tables)
- Revenue growth by industry
- PEG ratio by industry
- Piotroski F-Score screener with fair value
- Undervalued stocks: Industrials
- Undervalued stocks: US Stocks
- Valuation of the USA market
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Rental & Leasing Services stocks, each showing price versus our Fair Value estimate.
| Stock | Price | Fair Value | vs Fair Value | Compare |
|---|---|---|---|---|
| WillScot Holdings WSC | $19.30 | $43.14 | +124% | vs AER |
| BOC Aviation Limited 2588 | HK$79.95 | HK$146.04 | +83% | vs AER |
| Element Fleet Management Corp EFN | C$19.46 | C$21.01 | +8% | vs AER |
| Sixt SE SIX2 | €76.20 | €74.96 | −2% | vs AER |
| Sunbelt Rentals Holdings SUNB | $80.73 | $65.76 | −19% | vs AER |
| GATX Corporation GATX | $190.72 | $129.05 | −32% | vs AER |
| Ryder System, Inc R | $283.12 | $161.31 | −43% | vs AER |
| United Rentals, Inc URI | $1,124 | $436.95 | −61% | vs AER |
| EquipmentShare.com Inc EQPT | $15.08 | $5.43 | −64% | vs AER |
| U-Haul Holding UHAL | $60.80 | $8.90 | −85% | vs AER |
Explore undervalued stocks
More undervalued Industrials stocks →
Try a ready-made strategy
Pick a strategy and jump into the live analysis with that exact screen applied.
Discover tools
Frequently asked questions
Is AerCap Holdings NV (AER) overvalued or undervalued?
What is the fair value of AER?
What is the quality score of AER?
What is the price target for AerCap Holdings NV (AER)?
What is the AerCap Holdings NV stock forecast for 2026?
What is the revenue of AerCap Holdings NV (AER)?
Does AerCap Holdings NV pay a dividend?
What is the intrinsic value of AerCap Holdings NV (AER)?
Is AerCap Holdings NV stock overvalued or undervalued in 2026?
Is fair value the same as the market price of AER?
How much is AerCap Holdings NV worth?
What do the bullish and bearish scenarios say about AER?
What is the P/E ratio of AER?
What is the PEG ratio of AER?
How solid is the balance sheet of AerCap Holdings NV (AER)?
How far is AER from its 52-week high?
Which stocks are comparable to AerCap Holdings NV?
Is AerCap Holdings NV stock attractive at the current price?
How is the fair value of AER calculated?
Is it still worth investing in stocks now?
What is the share price of AerCap Holdings NV (AER)?
What should I pay attention to with AerCap Holdings NV right now?
Where does the earnings growth of AerCap Holdings NV (AER) come from?
Key figures of AerCap Holdings NV
How large is the market capitalisation of AerCap Holdings NV (AER)?
What is the P/S ratio of AerCap Holdings NV (AER)?
What are the earnings per share of AerCap Holdings NV (AER)?
What is the dividend yield of AerCap Holdings NV (AER)?
What is the net margin of AerCap Holdings NV (AER)?
What is the return on equity of AerCap Holdings NV (AER)?
What is the EBIT return on assets of AerCap Holdings NV (AER)?
What is the operating margin of AerCap Holdings NV (AER)?
How fast is revenue growing at AerCap Holdings NV (AER)?
How fast are earnings growing at AerCap Holdings NV (AER)?
How much free cash flow does AerCap Holdings NV (AER) generate?
How much net debt does AerCap Holdings NV (AER) carry?
Watch AerCap Holdings NV in the live analysis
One click puts AerCap Holdings NV on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 27,000+ stock screener.
Watch for free →Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.