Does AerSale Corporation have an economic moat?

Based on its FY2025 SEC filings, the Moat Index scores AerSale Corporation (ASLE) 29.7 out of 100 — below the Shallow-moat bar, so no moat. The four filters behind that score (each 0–100): pricing power 39, returns on capital 12, balance-sheet safety 13, capital discipline 60.

Is ASLE stock trading below its intrinsic value?

Against a deliberately conservative owner-earnings model (9% discount rate, 0% assumed growth, capped at 4%), estimated intrinsic value is $5.14 per share versus a recent price of $6.05 — 18% above value. This is an educational estimate computed from primary SEC filings, not investment advice.

How has ASLE's Moat Score changed over time?

The record logs 2 readings since Jul 17, 2026; the latest reads 29.7 out of 100 (no moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.

The Moat Index

AerSale Corporation

ASLE · Industrials · $285.7M mkt cap · FY2025 filings · No moat ·

Doesn't clear the bar

No moat

The four filters

Pricing power39

Median gross margin 29.0% over 8y, stable.

Returns on capital12

Median ROIC 2.7%, above the 9% hurdle in 33% of years.

Balance-sheet safety13

Net debt/EBITDA 3.1x, interest coverage 2x.

Capital discipline60

Owner earnings +13.8%/yr, share count growing (dilution).

Margin of safety

Above valueOn sale

18% above value

Owner earnings (normalized): $21.8M
Est. intrinsic value / share: $5.14
Recent price: $6.05
Discount to value: 18% above value

Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Fundamentals

There's no normalized fundamentals series for ASLE yet — it appears once ingest has processed its filings.

Moat Score history

Moat Score over timeLast scored reading of each day, on the 0–100 scale29.7 / 100

Score history begins Jul 17, 2026 — the record builds from here and can’t be backfilled.

Tier changesSame-methodology crossings of the Wide / Narrow / Shallow bars

None yet — ASLE has read No moat for every logged capture since Jul 17, 2026.

Scores are logged append-only and never overwritten — this record can’t be backfilled, which is exactly why it’s worth keeping.

Industrials context

#202 of 309 scored Industrials companies, ranked by Moat Score.

Nearest peers by Moat Score

#200WLFC WILLIS LEASE FINANCE CORP29.7 out of 100, No moatNo moat
#201WRAP WRAP TECHNOLOGIES, INC.29.7 out of 100, No moatNo moat
#203MTW MANITOWOC CO INC29.6 out of 100, No moatNo moat
#204USFD US FOODS HOLDING CORP.29.6 out of 100, No moatNo moat

Compare ASLE with its nearest peers →All Industrials companies on the Index →

Common questions about ASLE

Does AerSale Corporation have an economic moat?: Based on its FY2025 SEC filings, the Moat Index scores AerSale Corporation (ASLE) 29.7 out of 100 — below the Shallow-moat bar, so no moat. The four filters behind that score (each 0–100): pricing power 39, returns on capital 12, balance-sheet safety 13, capital discipline 60.
Is ASLE stock trading below its intrinsic value?: Against a deliberately conservative owner-earnings model (9% discount rate, 0% assumed growth, capped at 4%), estimated intrinsic value is $5.14 per share versus a recent price of $6.05 — 18% above value. This is an educational estimate computed from primary SEC filings, not investment advice.
How has ASLE's Moat Score changed over time?: The record logs 2 readings since Jul 17, 2026; the latest reads 29.7 out of 100 (no moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell ASLE. See the disclaimer.