AerCap Holdings NV (STU:R1D) Cyclically Adjusted PS Ratio: 3.59 (As of Aug. 09, 2026) — 37% Above Median

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STU:R1D AerCap Holdings NV STU:R1D
77 GF Score
Price €130.95
GF Value €124.93
Valuation Fairly Valued
! 6 Warning Signs
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What is AerCap Holdings NV Cyclically Adjusted PS Ratio?

AerCap Holdings NV STU:R1D -2.60% 77 Cyclically Adjusted PS Ratio is 3.59 as of Aug. 09, 2026, which is 37% above its 10-year median of 2.63. GuruFocus rates STU:R1D with a GF Score™ of 77/100 and a GF Value™ of €124.93 (Fairly Valued). The stock has 6 warning signs investors should review. Among 720 Business Services companies, AerCap Holdings NV ranks worse than 85.83% on this metric.

As of today (2026-08-09), AerCap Holdings NV's current share price is €130.95. AerCap Holdings NV's Cyclically Adjusted Revenue per Share for the quarter that ended in Jun. 2026 was €36.49. AerCap Holdings NV's Cyclically Adjusted PS Ratio for today is 3.59.

The historical rank and industry rank for AerCap Holdings NV's Cyclically Adjusted PS Ratio or its related term are showing as below:

STU:R1D' s Cyclically Adjusted PS Ratio Range Over the Past 10 Years
Min: 0.88   Med: 2.63   Max: 3.81
Current: 3.64

During the past years, AerCap Holdings NV's highest Cyclically Adjusted PS Ratio was 3.81. The lowest was 0.88. And the median was 2.63.

STU:R1D's Cyclically Adjusted PS Ratio is ranked worse than
85.83% of 720 companies
in the Business Services industry
Industry Median: 0.87 vs STU:R1D: 3.64

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted revenue per share of a company over the past 10 years.

AerCap Holdings NV's adjusted revenue per share data for the three months ended in Jun. 2026 was €11.909. Add all the adjusted revenue per share for the past 10 years together and divide 10 will get our Cyclically Adjusted Revenue per Share, which is €36.49 for the trailing ten years ended in Jun. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


AerCap Holdings NV  (STU:R1D) Cyclically Adjusted PS Ratio Explanation

Compared with the regular PS Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PS Ratio smoothed out the fluctuations of revenue during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PS Ratio should give similar results to regular PS Ratio.


AerCap Holdings NV Cyclically Adjusted PS Ratio Related Terms


AerCap Holdings NV Cyclically Adjusted PS Ratio Historical Data

* Premium members only.

The historical data trend for AerCap Holdings NV's Cyclically Adjusted PS Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

AerCap Holdings NV Cyclically Adjusted PS Ratio Chart

AerCap Holdings NV Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PS Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.45 1.88 2.14 2.58 3.62

AerCap Holdings NV Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted PS Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 3.05 3.11 3.62 3.36 3.50

STU:R1D vs SUNB, UHAL, R: Cyclically Adjusted PS Ratio Comparison

For the Rental & Leasing Services subindustry, AerCap Holdings NV's Cyclically Adjusted PS Ratio, along with its competitors' market caps and Cyclically Adjusted PS Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


AerCap Holdings NV Cyclically Adjusted PS Ratio vs Business Services Industry

For the Business Services industry and Industrials sector, AerCap Holdings NV's Cyclically Adjusted PS Ratio distribution charts can be found below:

* The bar in red indicates where AerCap Holdings NV's Cyclically Adjusted PS Ratio falls into.


STU:R1D
77GF Score
AerCap Holdings NV STU:R1D
Cyclically Adjusted PS Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

AerCap Holdings NV Cyclically Adjusted PS Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PS Ratio takes the Revenue per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/S calculation. Because it considers this 10-year average, it's often referred to as the CAPS Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio.

AerCap Holdings NV's Cyclically Adjusted PS Ratio for today is calculated as

Cyclically Adjusted PS Ratio=Share Price/ Cyclically Adjusted Revenue per Share
=130.95/36.49
=3.59

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

AerCap Holdings NV's Cyclically Adjusted Revenue per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, AerCap Holdings NV's adjusted Revenue per Share data for the three months ended in Jun. 2026 was:

Adj_RevenuePerShare=Revenue per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=11.909/128.6700*128.6700
=11.909

Current CPI (Jun. 2026) = 128.6700.

AerCap Holdings NV Quarterly Data

Revenue per Share CPI Adj_RevenuePerShare
201609 5.895 100.274 7.564
201612 7.086 99.676 9.147
201703 6.574 100.374 8.427
201706 6.645 100.673 8.493
201709 6.501 100.474 8.325
201712 6.685 100.075 8.595
201803 6.414 100.573 8.206
201806 6.841 101.072 8.709
201809 6.795 101.371 8.625
201812 7.438 100.773 9.497
201903 7.638 101.670 9.666
201906 8.273 102.168 10.419
201909 8.081 102.268 10.167
201912 8.530 102.068 10.753
202003 8.664 102.367 10.890
202006 8.298 101.769 10.491
202009 6.831 101.072 8.696
202012 6.642 101.072 8.456
202103 7.106 102.367 8.932
202106 6.642 103.364 8.268
202109 6.649 104.859 8.159
202112 6.158 106.653 7.429
202203 6.782 109.245 7.988
202206 6.370 112.779 7.268
202209 7.062 113.504 8.006
202212 7.430 115.436 8.282
202303 7.214 117.609 7.892
202306 7.628 119.662 8.202
202309 7.795 120.749 8.306
202312 8.445 120.749 8.999
202403 9.279 120.990 9.868
202406 9.240 122.318 9.720
202409 9.147 121.594 9.679
202412 10.470 122.439 11.003
202503 10.407 123.405 10.851
202506 9.214 124.492 9.523
202509 11.300 124.810 11.649
202512 11.415 125.770 11.678
202603 11.760 127.830 11.837
202606 11.909 128.670 11.909

Add all the adjusted revenue per share together and divide 10 will get our Cyclically Adjusted Revenue per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

What does a Cyclically Adjusted PS Ratio of 3.59 mean?
AerCap Holdings NV (STU:R1D) has a Cyclically Adjusted PS Ratio of 3.59 as of Aug. 09, 2026. Cyclically Adjusted PS Ratio is the ratio of share price to a company's inflation-adjusted revenue per share over a 10-year period. View historical data on AerCap Holdings NV and its competitors. This is 37% above median its historical median of 2.63. Over the past decade, AerCap Holdings NV's Cyclically Adjusted PS Ratio has ranged from 0.88 to 3.81. According to the industry distribution chart, AerCap Holdings NV ranks #618 out of 720 companies in the Business Services industry, placing it in the top 85.8%.
Is AerCap Holdings NV's Cyclically Adjusted PS Ratio too high?
AerCap Holdings NV's current Cyclically Adjusted PS Ratio of 3.59 is 37% above median its 10-year median of 2.63. Over the past 10 years, this metric has ranged from a low of 0.88 to a high of 3.81. The Business Services industry median Cyclically Adjusted PS Ratio is 0.87. AerCap Holdings NV's value of 3.59 is 312.6% above this industry median. Based on the distribution chart, AerCap Holdings NV ranks #618 out of 720 companies in the Business Services industry, which is in the bottom quartile relative to peers. Overall, AerCap Holdings NV has a GF Score™ of 77/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does AerCap Holdings NV's Cyclically Adjusted PS Ratio compare to SUNB and UHAL?
According to the Business Services industry distribution chart, AerCap Holdings NV ranks #618 out of 720 companies for Cyclically Adjusted PS Ratio. This places AerCap Holdings NV in the lower half of its industry. The industry median Cyclically Adjusted PS Ratio is 0.87. AerCap Holdings NV's value of 3.59 is 312.6% above this benchmark. Historically, AerCap Holdings NV's own Cyclically Adjusted PS Ratio has ranged from 0.88 to 3.81 over the past decade. While the company's 10-year median is 2.63 vs. the industry median of 0.87, AerCap Holdings NV has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PS Ratio for a Business Services company?
The median Cyclically Adjusted PS Ratio among Business Services companies is 0.87, based on 720 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PS Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PS Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. AerCap Holdings NV's current Cyclically Adjusted PS Ratio of 3.59 is 312.6% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PS Ratio mean?
A high Cyclically Adjusted PS Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PS Ratio is the ratio of share price to a company's inflation-adjusted revenue per share over a 10-year period. View historical data on AerCap Holdings NV and its competitors. For the Business Services industry, the median Cyclically Adjusted PS Ratio is 0.87 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AerCap Holdings NV's current Cyclically Adjusted PS Ratio is 3.59, which is 37% above median its own 10-year median of 2.63. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AerCap Holdings NV stock overvalued right now?
Based on GuruFocus' analysis, AerCap Holdings NV (STU:R1D) is currently considered Fairly Valued. The stock's GF Value™ is €124.93, compared to a current price of €130.95 — trading 4.8% above its estimated fair value. The current Cyclically Adjusted PS Ratio is 3.59, which is 37% above median its 10-year median of 2.63 and 312.6% above the Business Services industry median of 0.87. AerCap Holdings NV's overall GF Score™ is 77/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PS Ratio calculated?
Cyclically Adjusted PS Ratio is calculated from a company's financial statements. For AerCap Holdings NV (STU:R1D), the current Cyclically Adjusted PS Ratio is 3.59 as of Aug. 09, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is AerCap Holdings NV (STU:R1D) Overvalued in 2026?

Based on GuruFocus' analysis, AerCap Holdings NV stock appears to be overvalued. The current stock price of €130.95 is trading 4.8% above its estimated GF Value™ of €124.93. GuruFocus considers AerCap Holdings NV to be Fairly Valued.

Key valuation signals for STU:R1D:

  • Cyclically Adjusted PS Ratio: 3.59 (37% above median its 10-year median of 2.63)
  • GF Value™: €124.93 vs. price of €130.95 (4.8% above fair value)
  • GF Score™: 77/100 with 6 warning signs
  • Industry Position: 312.6% above the Business Services median (#618 of 720)

No single metric tells the full story. See the STU:R1D stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


AerCap Holdings NV Business Description

Other Exchanges AER:USAAERN:Mexico
Address 65 Street Stephen's Green, AerCap House, Dublin, IRL, D02 YX20
AerCap Holdings NV is an aircraft leasing company. Its activities include leasing, financing, sales, and management of commercial aircraft and engines. It also provides aircraft asset management and corporate services to securitization vehicles, joint ventures, and other third parties. It has one business segment: leasing, financing, sales, and management of commercial flight equipment (Commercial Flight Equipment Segment). Through its subsidiary, the group also provides engine leasing, certified aircraft engines, airframes, and engine parts. Its geographical segments include China, the United States, and Other countries.
77GF Score

Get the complete analysis for STU:R1D

Cyclically Adjusted PS Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€130.95
Price
€124.93
GF Value