Is AerCap Holdings NV overvalued or undervalued?

As of 17 October 2025, the valuation grade for AerCap Holdings NV moved from fair to expensive, indicating a shift towards overvaluation. The company appears to be overvalued based on its P/E ratio of 11, which is slightly below the industry average, and an EV to EBITDA ratio of 10.15, which suggests higher valuation multiples compared to peers. Additionally, the PEG ratio stands at 10.60, indicating potential concerns regarding growth relative to its price.
In comparison to its peers, AerCap's valuation metrics show that SoFi Technologies, Inc. has a significantly higher P/E ratio of 54.79, while Synchrony Financial presents a more attractive valuation with a P/E of 15.06. This suggests that AerCap may not be the most appealing investment relative to its competitors. Notably, while AerCap has delivered impressive returns over the long term, with a 5-year return of 349.53% compared to the S&P 500's 91.29%, recent performance has lagged, with a 1-week return of -0.36% against the S&P 500's 1.70%.