AerCap Holdings N.V. (NYSE:AER)

CAPS Rating: 5 out of 5

An integrated aviation company, engages in the trading and lease of aircraft, and sale of engine parts worldwide.

Caps

How do you think AER will perform against the market?

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All Players

246 Outperform
18 Underperform
 

All-Star Players

61 Outperform
3 Underperform
 

Wall Street

10 Outperform
1 Underperform
 

Top AER Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

murphydevani (< 20)
Submitted August 14, 2015

Target $54 - $63

suhsido1 (< 20)
Submitted June 18, 2008

Aircraft leasing tag seems to go down.

AER VS S&P 500 (SPY)

Recent Community Commentary

Read the most recent pitches from players about AER.

Recs

0
Member Avatar AnsgarJohn (98.84) Submitted: 10/2/2018 1:51:40 PM : Outperform Start Price: $57.26 AER Score: -7.50

Leader in airline leasing, company has a lot of debt but trades on the cheap. Owned by a decent amount of value funds including Greenlight and Baupost. Trading at 8X forward earnings and less than book value. Moat in relationships with buyers, and capital requirements.

Recs

0
Member Avatar XMFRendezvous (92.13) Submitted: 8/8/2018 2:32:25 PM : Outperform Start Price: $55.66 AER Score: -8.44

Leader in airline leasing, company has a lot of debt but trades on the cheap. Owned by a decent amount of value funds including Greenlight and Baupost. Trading at 8X forward earnings and less than book value. Moat in relationships with buyers, and capital requirements.

Recs

0
Member Avatar ChristianBin (< 20) Submitted: 11/2/2017 12:30:11 PM : Outperform Start Price: $53.43 AER Score: -13.69

Super easy to understand, super boring business that I think will grow stably over the next decade and beyond. Leasing aircraft instead of purchasing them is becoming more and more popular among airlines and Aercap will benefit substantially form this trend. In addition to this the stock is trading at a cheap valuation right now (PE 8) so the stock price will likely appreciate both due to fundamental growth and multiple expansion. The company leases aircraft to airlines all around the world which decreases exposure to specific country risk. First found the stock whilst looking at Mohnish Pabrai's fund's SEC filing sometime during the summer of 2017.

Leaderboard

Find the members with the highest scoring picks in AER.

Score Leader

Salilp

Salilp (77.51) Score: +1,494.23

The Score Leader is the player with the highest score across all their picks in AER.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
Salilp 77.51 12/29/2008 Outperform 5Y $2.60 +1,698.08% +203.85% +1,494.23 0 Comment
ilkever 98.42 3/17/2009 Outperform 1Y $2.59 +1,705.02% +244.04% +1,460.98 0 Comment
WizCraker 71.00 3/11/2009 9/15/2009 Outperform 5Y $2.58 +1,712.02% +262.96% +1,449.06 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. olachim 81.22 11/21/2008 Outperform 5Y $2.81 +1,563.70% +252.59% +1,311.12 0 Comment
2009pix 95.00 1/2/2009 Outperform NS $3.16 +1,379.43% +193.08% +1,186.35 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. kristm 99.74 3/27/2009 Outperform 5Y $3.63 +1,187.88% +220.64% +967.24 0 Comment
annabsmc < 20 4/13/2009 7/3/2010 Outperform 1Y $3.76 +1,143.35% +209.94% +933.41 0 Comment
mrcash29 22.68 4/13/2009 12/5/2009 Outperform 3Y $3.76 +1,143.35% +209.94% +933.41 0 Comment
linguist999 99.80 11/14/2008 Outperform 5Y $4.20 +1,013.10% +206.24% +806.85 0 Comment
matteo33 74.24 1/5/2009 12/29/2009 Outperform 1Y $4.72 +890.47% +187.46% +703.01 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackBofASec 92.07 9/21/2015 Outperform NS $43.50 +7.47% +32.60% -25.12 0 Comment
TrackCreditSuiss 88.72 11/8/2012 Outperform NS $12.89 +262.68% +86.45% +176.23 0 Comment
TrackDeutscheSec 86.68 9/9/2011 Outperform NS $10.07 +364.25% +125.01% +239.24 0 Comment
TrackFBRCapitalM 85.59 4/8/2011 Outperform NS $13.65 +242.49% +94.51% +147.98 0 Comment
TrackDahlmanRose < 20 11/22/2010 Outperform NS $13.96 +234.89% +117.62% +117.26 0 Comment
TrackBarclaysCap 88.78 2/26/2009 Outperform NS $3.77 +1,140.05% +238.65% +901.40 0 Comment
TrackEinhorn 95.57 2/25/2009 Outperform 1Y $4.07 +1,048.65% +243.60% +805.04 1 Comment
TrackArgus 91.23 12/16/2008 Outperform NS $2.69 +1,637.92% +194.26% +1,443.66 0 Comment
TrackCitigroup 92.52 11/4/2008 Outperform NS $7.31 +539.53% +170.28% +369.25 0 Comment
TrackJimCramer 85.30 7/15/2008 Underperform 3W $12.37 +277.93% +122.85% -155.08 0 Comment
TrackFBRCapitalM 85.59 11/16/2007 Outperform NS $23.25 -81.12% -41.36% -39.75 12/1/2008 @ $4.39 0 Comment
TrackCalyonSec < 20 8/14/2007 Outperform NS $25.79 -33.00% -9.90% -23.10 4/30/2008 @ $17.28 0 Comment
TrackJPMorgan 87.03 1/24/2007 Outperform NS $25.20 -78.37% -39.99% -38.38 10/28/2008 @ $5.45 0 Comment
TrackWellsFargo 88.38 1/3/2007 Outperform NS $23.51 +98.85% +94.35% +4.50 0 Comment
TrackLehmanBros < 20 1/3/2007 Outperform NS $23.51 -53.72% -2.94% -50.78 4/17/2012 @ $10.88 0 Comment

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