Intrinsiqq
AerCap Holdings N.V. logoAerCap Holdings N.V.AER
$145.82-1.26%
AerCap Holdings N.V. logo

AerCap Holdings N.V.

AER

$145.82

-$1.86 (-1.26%)

⊜ Compare
ProfitabilityStrong marginsGrowthSteady growthCash FlowCash burnValuationAttractively priced
What stands out

35.89% operating margin is above average. ROIC at 3.74%. Capital returns lag the margin, which points to a capital-intensive business.

What's changing

Revenue grew 6.5% in the fiscal year ended Dec 2025, steady but not accelerating.

What deserves caution

Negative free cash flow of -$307M. The business is consuming cash, not generating it.

Valuation context

7.18x earnings. A below-average multiple, which usually means the market expects earnings to fall. Check whether the filings support that.

Price History

+20.9%

Valuation & Multiples

Based on TTM earnings · Diluted shares

Market Cap$23.03B
EPS$20.32
P/E7.18
P/FCF-74.96
EV/EBITDA11.22
FCF Yield—
Div. Yield0.76%
Net Debt/FCF-137.5x
52-Week Range
$121.00$155.24

Profitability & Returns

Revenue (TTM)

$8.96B

▲ +6.5% YoY

Net Income (TTM)

$3.39B

▲ +78.7% YoY

Op. Margin

35.89%

▲ +5.0pp YoY

ROIC

3.74%

▲ +0.8pp YoY

Cash Flow & Balance Sheet

FCF (TTM)

-$307M

▲ +42.3% YoY

Op. Cash Flow (TTM)

$5.62B

▼ -5.1% YoY

Net Debt

$42.24B

Cash & Equiv.

$1.38B

3Y CAGR: +7.2%

Continue Research

Is AerCap Holdings (AER) overvalued?

At a P/E of 7.2, AerCap Holdings (AER)'s valuation is best read against its own history, its peers, and the growth its price implies. A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.

On quality, AerCap Holdings scores 46/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 0.8%; see dividend safety for coverage and history. All figures are computed from company filings; read the full methodology, or see how the market compares in our US profitability statistics. This is analysis, not investment advice.

Frequently asked

Is AerCap Holdings a high-quality business?+

AerCap Holdings scores 46 out of 100 on Intrinsiqq's quality score, a weighted blend of 7 metrics each scored 0 to 100, which makes it a mixed business on these measures. Recent fundamentals include a 35.9% operating margin and a 3.7% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from company filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.

Does AerCap Holdings (AER) pay a dividend, and how much?+

Yes, AerCap Holdings pays a regular dividend of about $1.12 per share per year (typically in quarterly installments), a yield of roughly 0.8% at the current price. That is a payout ratio of about 5.2% of earnings, so the dividend is amply covered by earnings. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For AER's full payout history, growth streak and dividend-safety score, see the dividends tab.

Is AerCap Holdings a good stock to buy right now?+

That depends on valuation and quality together, not either alone. you should weigh AER's valuation and scores 46/100 on quality (mixed). It also yields about 0.8%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from company filings, not investment advice.

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Data sourced from company filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.

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Not financial advice. Analytical data for research only.

Intrinsiqq is a Netherlands-based company operating in Rotterdam, KvK 73238007.