WallStSmart
AER

AerCap Holdings NV

NYSE: AER · INDUSTRIALS · RENTAL & LEASING SERVICES

$146.22
+0.37% today

Updated 2026-06-05

Market cap
$22.08B
P/E ratio
6.15
P/S ratio
2.54x
EPS (TTM)
$22.78
Dividend yield
1.14%
52W range
$105 – $154
Volume
1.3M

AerCap Holdings NV (AER) Stock Valuation Analysis

Fair value estimate, historical valuation range, and quality signals for AER.

WallStSmart Verdict
Attractively
Valued

Fundamentals support the current valuation. Strong combination of growth, quality, and price.

Smart Value Score: 85 / 100
P/E (TTM)
6.2x
vs 5Y median of 6.6x
PEG
0.80
Under 1.0 = undervalued
Margin of Safety
-65.41%
Fair value $89.62 vs $146.22
EV / EBITDA
11.6x

AER historical valuation range

Where current P/E sits in AER's own 5Y range.

NOW
5.3x
5Y Low
6.2x
25th
6.6x
Median
7.5x
75th
9.1x
5Y High
AER is trading cheaper than 72% of the last 5Y.
28th percentile · Below median

AER intrinsic value (DCF)

DCF-based fair value estimate vs current market price.

Current price
$146.22
Market value
Intrinsic value
$89.62
DCF estimate
Margin of safety
-65.41%
-38.7% upside to fair value

Intrinsic value calculated using discounted cash flow (DCF) model based on projected free cash flows, discount rate, and terminal growth assumptions. A positive margin of safety indicates the current price is below estimated fair value, providing a cushion against estimation error.

AER valuation signals

Quick-read green flags, caution flags, and risks based on current metrics.

PEG ratio under 1.0
PEG of 0.80 indicates growth is outpacing the multiple. Traditionally a buy signal for quality compounders.
!
P/E in mid-range
P/E sits at the 28th percentile of the 5Y range. Neither cheap nor rich historically.
Premium to fair value
Price exceeds DCF intrinsic value by 65.4%. Limited downside protection.

P/E Ratio — History

Current: 6.15x

P/S Ratio — History

Current: 2.54x

Is AER overvalued in 2026?

AerCap Holdings NV (AER) currently trades at $146.22 per share with a market capitalization of $22,075,914,000.00. Based on our multi-factor framework, the stock looks attractively valued with a Smart Value Score of 85/100. This score blends growth quality, financial health, and price attractiveness into a single institutional-grade read.

The stock trades at a P/E ratio of 6.2x, below its 5-year median of 6.6x. The PEG ratio of 0.80 suggests earnings growth is outpacing the multiple, a classic sign of undervaluation.

Looking at its own history, AER is currently trading cheaper than 72% of the last 5Y on P/E. This places it in the 28th percentile of its historical range, a reasonable but unremarkable position.

Our discounted cash flow model estimates AER's intrinsic value at $89.62 per share, against the current market price of $146.22. This implies a premium to fair value of -65.41%. The current price sits well above what projected cash flows justify, implying investors are paying for growth that has not yet materialized.

The Piotroski F-Score of 6/9 puts financial quality in a middling range, neither a standout strength nor an obvious red flag.

Bottom line: AER looks attractively valued on our framework, with a Smart Value Score of 85/100. The combination of reasonable price, healthy growth, and quality fundamentals makes it worth serious consideration.

Frequently asked questions

Is AER overvalued?

AER scores 85/100 on our Smart Value Score (Grade A), a strong overall profile. On valuation specifically, the DCF puts intrinsic value below the current price, so the stock is expensive on cash flow today. The score reflects growth and quality carrying it, not a cheap entry point.

What is AER's fair value?

Our DCF model estimates AER's intrinsic value at $89.62 per share, versus the current price of $146.22, a margin of safety of -65.41%. Fair value is the present value of the cash flows we project the business to produce, so a price above it means the market is paying up for growth the model does not yet assume.

What P/E ratio does AER trade at?

AER trades at a P/E of 6.2x on trailing twelve-month earnings, against a 5-year median of 6.6x. P/E is what you pay per dollar of profit, and sitting below its own median means the stock is cheaper than usual relative to its earnings.

Is AER a buy based on valuation?

Our Smart Value rating for AER is Strong Buy, from a Smart Value Score of 85/100 that blends growth, quality, and valuation. The rating leans on growth and financial strength, and valuation is usually the weakest leg for a name scoring this high. This is research to inform your decision, not personalized financial advice.

How does AER's valuation compare to its history?

On P/E, AER sits in the 28th percentile of its own 5Y range, below its long-run median relative to where it has traded. A low percentile means today's multiple is near the bottom of its historical band.

What is AER's Smart Value Score?

AER's Smart Value Score is 85/100. It is a proprietary WallStSmart metric blending growth quality, financial health, and valuation into a single 0-100 read, and scores above 75 are rare, signaling strong multi-factor alignment.