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 5,516 - -
Change - 1.95% 44.58% -11.97% 102.83% 24.85% - -
Enterprise Value (EV) 1 1,776 1,947 3,444 3,116 5,305 6,222 6,096 5,914
Change - 9.66% 76.84% -9.51% 70.23% 17.28% -2.02% -2.99%
P/E 22.2x 19.8x 55x 175x 23.2x 25.6x 22.5x 19.4x
PBR - - - 1.8x 2.54x 2.92x - -
PEG - 1.2x -1.1x -2.4x 0x 2.1x 1.6x 1.2x
Capitalization / Revenue 0.92x 0.86x 1.07x 0.78x 1.34x 1.51x 1.42x 1.33x
EV / Revenue 0.98x 0.98x 1.49x 1.12x 1.6x 1.71x 1.57x 1.42x
EV / EBITDA 11.4x 10.3x 14.2x 9.61x 13.2x 13.5x 11.9x 10.3x
EV / EBIT 16.6x 14.5x 26.7x 16.8x 19.1x 17x 15.3x 13.1x
EV / FCF 30.7x -314x 248x 2,226x 85.4x 59.1x 50.1x 40.1x
FCF Yield 3.26% -0.32% 0.4% 0.04% 1.17% 1.69% 2% 2.5%
Dividend per Share 2 - - - - - - - -
Rate of return - - - - - - - -
EPS 2 2.17 2.53 1.29 0.35 4.86 5.46 6.213 7.205
Distribution rate - - - - - - - -
Net sales 1 1,820 1,990 2,319 2,780 3,308 3,648 3,893 4,162
EBITDA 1 156.4 189.8 242.4 324.2 401.1 462.1 510.7 572.8
EBIT 1 106.9 133.9 129.2 185.2 277.8 365.9 399.5 449.8
Net income 1 78.7 90.2 46.3 12.5 187.7 212 244.4 284.6
Net Debt 1 97.4 236.1 969.6 938.4 887.2 706.3 580.4 398.1
Reference price 2 48.22 50.11 70.99 61.41 112.62 140.04 140.04 140.04
Nbr of stocks (in thousands) 34,812 34,153 34,855 35,468 39,228 39,386 - -
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.($)
42.33x7.6x31.58x0.5% 374B
36.02x3.3x19.49x1.32% 290B
35.36x5.08x22.22x0.97% 163B
19.16x1.84x13.21x2.4% 134B
22.65x1.91x15.66x1.65% 104B
27.25x1.93x13.6x1.9% 79.84B
18.73x1.95x13.87x1.79% 77.07B
32.55x3.61x15.81x1.32% 61.04B
Average 29.25x 3.40x 18.18x 1.48% 160.27B
Weighted average by Cap. 33.17x 4.36x 21.51x 1.24%

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