Fuel Efficient Aircraft Demand Will Create Leasing Opportunities Amid Risks

AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Published
30 Aug 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$65.33
15.0% undervalued intrinsic discount
07 Aug
US$55.52
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1Y
29.1%
7D
2.2%

Author's Valuation

US$65.3

15.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Increased 5.13%

Shared on30 Apr 25
Fair value Increased 6.45%

Shared on23 Apr 25
Fair value Increased 3.79%

AnalystConsensusTarget has decreased profit margin from 20.6% to 17.6%, increased future PE multiple from 11.3x to 13.8x and increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 2.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 2.28%

AnalystConsensusTarget has decreased revenue growth from 8.4% to 6.9%, increased profit margin from 17.8% to 22.6% and decreased future PE multiple from 12.8x to 10.4x.