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Willis Lease Finance Corporation (WLFC) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Willis Lease Finance Corporation

WLFCMarket cap $0.87BPrice $41.2

Country🇺🇸United States

SectorIndustrials

IndustryTrading & Distribution

Leases jet engines to airlines and lessors worldwide, letting them avoid buying spares outright for every plane. Its fleet of over 400 engines keeps grounded aircraft flying while owners wait on repairs or replacements.

In Bastion Portfolios?

52W Return-3%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+33%10

Revenue Forecast

Rev CAGR (1y)+8%5

Rev CAGR (3y)+7%5

Rev CAGR (5y)+5%4

Earnings Forecast

EPS Growth Y+1-47%2

EPS Growth Y+2+2%4

EPS Growth Y+3+8%6

Quality

Margins

EBIT Margin37%9

Net Income Margin12%6

Free Cash Flow Margin-12%2

Debt

Net Debt/EBITDA5.81

Efficiency

ROE13%6

ROA2%4

Earnings Stability77

GEAR+WEAK33

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)610

P/E Ratio (Forward 3y)410

P/BV1.29

EV Multiples

EV/EBITDA Fwd69

EV/EBIT Fwd108

Yield

Free Cash Flow Yield-10.2%1

Dividend Yield1.3%4

Momentum

Short term

1 month return-28%1

3 month return-44%1

YTD return-8%4

Mid term

Price vs 52wHigh51%1

1 year return-8%4

Long term

3 year return+210%9

5 year return+232%9

Risk Shield

Price Risk

Beta1.32

Volatility49%3

Free Cash Flow

Free Cash Flow Margin-12%2

Free Cash Flow Yield-10.2%1

Quality

ROCE8%5

Earnings Stability77

Net Debt/EBITDA5.81

02Growth

Is it actually growing, and how fast?

WLFCWillis Lease Finance

Revenue FY25$716M

GROWTH RATING↗

AVERAGE45 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+33%10

Revenue, next 1Y+8%5

Revenue, next 3Y, CAGR+7%5

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-47%2

EPS growth, FY27E+2%4

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 33%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

WATCH

A mid-pack grower, ahead of 45% of companies worldwide.

Revenue is set to grow 7%/yr over the next 3 years, in line with the market.5/10

Revenue grew 33%/yr over the last 3 years; forecasts see it cooling to 7%/yr.

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

Earnings are set to grow in step with sales (EPS about 2%/yr vs revenue 7%/yr). One year dips: EPS falls 47% next year.

WEAKNESSES

None flagged.

BOTTOM LINE

Maturing Grower

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK23 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-28%1

3-month return-44%1

YTD return-8%4

MID & LONG-TERM▾SCORE

% of 52-week high51%1

1-year return-8%4

3-year return+210%9

5-year return+232%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +210% over three years and +232% over five, ahead of 80% of the market.

WATCH

Returns sit at the market level so far this year (-8%).

WEAKNESSES

It's down 8% over the past year, now 49% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-28%) and over three months (-44%).

BOTTOM LINE

Outperformer in a Drawdown

A proven multi-year compounder now in a meaningful pullback well below its 52-week high. This is the classic fork: either a buy-the-dip in an intact uptrend, or the early stage of a trend change. Wait for the short-term slide to stabilise before adding. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Willis Lease Finance Corporation. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

WLFCWillis Lease Finance

Revenue FY25$716M

GROWTH RATING↗

AVERAGE45 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+33%10

Revenue, next 1Y+8%5

Revenue, next 3Y, CAGR+7%5

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-47%2

EPS growth, FY27E+2%4

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 33%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

WATCH

A mid-pack grower, ahead of 45% of companies worldwide.

Revenue is set to grow 7%/yr over the next 3 years, in line with the market.5/10

Revenue grew 33%/yr over the last 3 years; forecasts see it cooling to 7%/yr.

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

Earnings are set to grow in step with sales (EPS about 2%/yr vs revenue 7%/yr). One year dips: EPS falls 47% next year.

WEAKNESSES

None flagged.

BOTTOM LINE

Maturing Grower

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK23 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-28%1

3-month return-44%1

YTD return-8%4

MID & LONG-TERM▾SCORE

% of 52-week high51%1

1-year return-8%4

3-year return+210%9

5-year return+232%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +210% over three years and +232% over five, ahead of 80% of the market.

WATCH

Returns sit at the market level so far this year (-8%).

WEAKNESSES

It's down 8% over the past year, now 49% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-28%) and over three months (-44%).

BOTTOM LINE

Outperformer in a Drawdown

04Value

Are you paying a fair price for it?

Stop guessing on Willis Lease Finance Corporation. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community