Aercap Holdings NV (AER) is undervalued and U-Haul Holding Company (UHAL) is overvalued.
Against our estimates of intrinsic value, AER trades at the wider discount: a margin of safety of +53%, against -893% for UHAL.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 6.9% (average of 3 methods) values the shares at $309.00; the price of $144.22 is 53% below that value, and 84% of that value comes from beyond year five.
Leak Score 54/100 on 3 of 12 signals
Discounting its cash flows at 8.2% (average of 2 methods) values the shares at $6.25; the price of $62.07 is 893% above that value, and 79% of that value comes from beyond year five.
Leak Score 0/100 on 3 of 12 signals
| Metric | AER | UHAL |
|---|---|---|
| Verdict | Undervalued | Overvalued |
| Price | $144.22 | $62.07 |
| Intrinsic value | $309.00 | $6.25 |
| Margin of safety | +53% | -893% |
| Leak Score | 54/100 (3/12) | 0/100 (3/12) |
| Market cap | $22.3B | $10.7B |
| Revenue growth, 5 years | 10.9% | 5.8% |
| Operating margin | 49.0% | 8.5% |
| Net margin | 45.0% | 0.5% |
| Return on equity | 18.7% | 0.4% |
| Debt to equity | 2.33 | 1.06 |
| P/E | 7.1x | 426.0x |
| Forward P/E | 7.9x | 29.0x |
| P/B | 1.2x | 1.6x |
| Dividend yield | 1.1% | 0.3% |