Risk factor
Weak & very vulnerable to price shocks
Profitability factor
Very favourable analyst view
In Guru Portfolios
Manager | Fund | Portfolio Weight (%) | Change |
|---|---|---|---|
| Kenneth Griffin | CITADEL ADVISORS LLC | 0.0% | -0.00% |
About
AerSale Corporation operates as a worldwide specialist in the aftermarket commercial aviation industry. The company provides commercial aircraft, engines, and their various parts, in addition to offering extensive maintenance, repair, and overhaul (MRO) services. Its clientele is broad, encompassing passenger and cargo airlines, aircraft leasing firms, original equipment manufacturers (OEMs), government and defense contractors, and fellow MRO service providers across the globe. The company's activities are organized into two primary divisions: Asset Management Solutions and Technical Operations (TechOps). The Asset Management Solutions segment is responsible for the acquisition, sale, and leasing of aircraft, engines, and airframes. This division also systematically disassembles these assets to procure individual components for resale. The TechOps segment delivers a comprehensive suite of aviation services for both internal requirements and third-party clients. This includes creating specialized engineered solutions, performing major aircraft maintenance and modifications, and conducting MRO services at the component level, as well as managing end-of-life aircraft dismantling. Furthermore, TechOps handles substantial aircraft alterations, such as converting passenger planes into cargo or tanker configurations, and provides aircraft storage solutions. Its MRO expertise covers vital aircraft parts like landing gear, thrust reversers, hydraulic systems, and other components. AerSale Corporation was founded in 2008 and is based in Coral Gables, Florida.
Company Valuation
Based on key historical and expected multiples, the stock is fairly valued relative to its peers. In particular, the stock is overpriced on P/E, of fair value on EV/EBITD
Target Price
The average target price of ASLE is 7.24 and suggests 49.4% upside potential. Usually, this means a BUY recommendation among investment firms, or a recommendation to incr