Company Valuation: AAR Corp.

Data adjusted to current consolidation scope
Fiscal Period: May 2022 2023 2024 2025 2026 2027 2028 2029
Market Cap 1 1,679 1,711 2,474 2,178 4,418 4,027 - -
Change - 1.95% 44.58% -11.97% 102.83% -8.84% - -
Enterprise Value (EV) 1 1,776 1,947 3,444 3,116 5,305 4,773 4,623 4,448
Change - 9.66% 76.84% -9.51% 70.23% -10.03% -3.14% -3.81%
P/E 22.2x 19.8x 55x 175x 23.2x 19x 16.1x 14.1x
PBR - - - 1.8x 2.54x 2.11x - -
PEG - 1.2x -1.1x -2.4x 0x 1.9x 0.9x 1x
Capitalization / Revenue 0.92x 0.86x 1.07x 0.78x 1.34x 1.1x 1.03x 0.96x
EV / Revenue 0.98x 0.98x 1.49x 1.12x 1.6x 1.3x 1.18x 1.06x
EV / EBITDA 11.4x 10.3x 14.2x 9.61x 13.2x 10.2x 8.9x 7.61x
EV / EBIT 16.6x 14.5x 26.7x 16.8x 19.1x 12.8x 11.2x 9.44x
EV / FCF 30.7x -314x 248x 2,226x 85.4x 54.3x 37.2x 29.3x
FCF Yield 3.26% -0.32% 0.4% 0.04% 1.17% 1.84% 2.69% 3.41%
Dividend per Share 2 - - - - - - - -
Rate of return - - - - - - - -
EPS 2 2.17 2.53 1.29 0.35 4.86 5.353 6.3 7.18
Distribution rate - - - - - - - -
Net sales 1 1,820 1,990 2,319 2,780 3,308 3,678 3,928 4,199
EBITDA 1 156.4 189.8 242.4 324.2 401.1 469.9 519.4 584.4
EBIT 1 106.9 133.9 129.2 185.2 277.8 372.1 412.8 471.4
Net income 1 78.7 90.2 46.3 12.5 187.7 213.5 248.3 282.8
Net Debt 1 97.4 236.1 969.6 938.4 887.2 746 596.3 420.4
Reference price 2 48.22 50.11 70.99 61.41 112.62 101.47 101.47 101.47
Nbr of stocks (in thousands) 34,812 34,153 34,855 35,468 39,228 39,688 - -
Announcement Date 7/21/22 7/18/23 7/18/24 7/16/25 7/21/26 - - -
1USD in Million2USD
Estimates

P/E, Detailed evolution



P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
20.16x1.37x10.7x-.--% 4.24B
36.68x6.73x28.21x0.57% 330B
30.99x2.9x17.21x1.53% 252B
25.62x1.7x12.67x1.8% 171B
34.94x5.09x21.36x0.98% 162B
33.57x3.68x16.7x1.23% 157B
-691.5x1.74x39.42x-.--% 148B
16.8x1.63x11.75x2.74% 118B
41.94x9.45x29.31x0.22% 92.1B
19.56x1.66x13.59x1.9% 89.78B
Average -43.12x 3.60x 20.09x 1.1% 152.5B
Weighted average by Cap. -39.11x 4.02x 21.70x 1.14%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA



Year-on-year evolution of the Yield