Dividend compounder review
AER
AerCap Holdings NV · NYSE · US
Industrials · Rental & Leasing Services
Score63.60/100
Confidence92.00/100
DecisionReject
RatingWeak Candidate
Quality breakdown
Dividend Reliability
10.1 / 25
Payment history, cuts, growth, and regularity.
Dividend Sustainability
7.0 / 20
Payout, free cash flow, dividend cover, and debt.
Business Quality
25.0 / 25
Scale, cash generation, growth, margins, and returns.
Valuation Discipline
13.0 / 15
Yield, P/E, and price stretch versus long-term trend.
Long-Term Trend
8.5 / 15
Trend line, long return history, and drawdown control.
Dividend and business context
Dividend Years2
Dividend Yield1.16%
Payout Ratio5.3%
Dividend Cut 5YNo
Net Income$3.8B
Free Cash Flow$-681.2M
FCF Covers DividendNo
Debt / Equity2.34
P/E6.1
Revenue Growth 5Y12.8%
Net Margin45.2%
ROE22.1%
Price vs Trend-0.5%
3Y Return135.9%
5Y Return162.0%
CurrencyUSD
Review flags
Dividend history is short: 2 completed years.
Free cash flow is negative.
Free cash flow does not cover dividends paid.
Debt to equity is elevated at 2.34.
Activity record
Debt to equity is elevated at 2.34.
Recorded dividend payment for AerCap Holdings NV.
Payment changed from 0.27 to 0.4.
Recorded dividend payment for AerCap Holdings NV.
Recorded dividend payment for AerCap Holdings NV.
Recorded dividend payment for AerCap Holdings NV.
Payment changed from 0.25 to 0.27.
Recorded dividend payment for AerCap Holdings NV.
Recorded dividend payment for AerCap Holdings NV.
Recorded dividend payment for AerCap Holdings NV.
Recorded dividend payment for AerCap Holdings NV.