Is Willis Lease Stock a Good Investment?
Willis Lease Investment Advice | WLFC |
- Examine Willis Lease's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Willis Lease's leadership team and their track record. Good management can help Willis Lease navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Trading Companies & Distributors space and any emerging trends that could impact Willis Lease's business and its evolving consumer preferences.
- Compare Willis Lease's performance and market position to its competitors. Analyze how Willis Lease is positioned in terms of product offerings, innovation, and market share.
- Check if Willis Lease pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Willis Lease's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Willis Lease Finance stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Willis Lease Finance is a good investment.
Sell | Buy |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Willis Lease Stock
Researching Willis Lease's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 58.0% of the company outstanding shares are owned by insiders. The book value of Willis Lease was at this time reported as 72.21. The company recorded earning per share (EPS) of 14.11. Willis Lease Finance last dividend was issued on the 12th of November 2024.
To determine if Willis Lease is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Willis Lease's research are outlined below:
| Willis Lease Finance generated a negative expected return over the last 90 days | |
| Willis Lease Finance has high historical volatility and very poor performance | |
| About 58.0% of the company outstanding shares are owned by insiders | |
| On 21st of February 2025 Willis Lease paid $ 0.25 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: Willis Lease Finance Corp Shares Up 1.67 percent on Mar 19 |
Willis Lease uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Willis Lease Finance. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Willis Lease's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 14th of March 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View |
Earnings surprises can significantly impact Willis Lease's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Willis Lease's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2000-02-17 | 1999-12-31 | 0.16 | 0.18 | 0.02 | 12 | ||
2012-03-12 | 2011-12-31 | 0.31 | 0.37 | 0.06 | 19 | ||
2014-08-06 | 2014-06-30 | 0.2 | 0.27 | 0.07 | 35 | ||
2010-08-06 | 2010-06-30 | 0.04 | 0.12 | 0.08 | 200 | ||
2014-11-05 | 2014-09-30 | 0.21 | 0.12 | -0.09 | 42 | ||
2009-08-11 | 2009-06-30 | 0.61 | 0.47 | -0.14 | 22 | ||
2010-11-08 | 2010-09-30 | 0.08 | 0.25 | 0.17 | 212 | ||
2015-03-11 | 2014-12-31 | 0.18 | -0.03 | -0.21 | 116 |
Willis Lease Analyst Ratings
Willis Lease's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Willis Lease stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Willis Lease's financials, market performance, and future outlook by experienced professionals. Willis Lease's historical ratings below, therefore, can serve as a valuable tool for investors.Know Willis Lease's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Willis Lease is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Willis Lease Finance backward and forwards among themselves. Willis Lease's institutional investor refers to the entity that pools money to purchase Willis Lease's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Ubs Group Ag | 2024-12-31 | 52.9 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 45.2 K | Bank Of America Corp | 2024-12-31 | 41.6 K | Phase 2 Partners, Llc | 2024-12-31 | 37.5 K | Empowered Funds, Llc | 2024-12-31 | 34.6 K | Northern Trust Corp | 2024-12-31 | 30.1 K | Appleseed Capital | 2024-12-31 | 29.8 K | Charles Schwab Investment Management Inc | 2024-12-31 | 23.2 K | Palisades Investment Partners, Llc | 2024-12-31 | 20.9 K | Dimensional Fund Advisors, Inc. | 2024-12-31 | 511.5 K | M3f, Inc. | 2024-12-31 | 504.2 K |
Willis Lease's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.34 B.Market Cap |
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Willis Lease's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.03 | 0.02 | |
| Return On Capital Employed | 0.05 | 0.04 | |
| Return On Assets | 0.03 | 0.02 | |
| Return On Equity | 0.19 | 0.11 |
Determining Willis Lease's profitability involves analyzing its financial statements and using various financial metrics to determine if Willis Lease is a good buy. For example, gross profit margin measures Willis Lease's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Willis Lease's profitability and make more informed investment decisions.
Please note, the presentation of Willis Lease's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Willis Lease's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Willis Lease's management manipulating its earnings.
Evaluate Willis Lease's management efficiency
Willis Lease Finance has return on total asset (ROA) of 0.0498 % which means that it generated a profit of $0.0498 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1854 %, meaning that it created $0.1854 on every $100 dollars invested by stockholders. Willis Lease's management efficiency ratios could be used to measure how well Willis Lease manages its routine affairs as well as how well it operates its assets and liabilities. As of March 25, 2025, Return On Tangible Assets is expected to decline to 0.02. In addition to that, Return On Capital Employed is expected to decline to 0.04. At present, Willis Lease's Total Current Assets are projected to increase significantly based on the last few years of reporting. The current year's Other Current Assets is expected to grow to about 344.7 M, whereas Non Current Assets Total are forecasted to decline to about 48.4 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 84.05 | 88.25 | |
| Tangible Book Value Per Share | 78.84 | 82.78 | |
| Enterprise Value Over EBITDA | 10.32 | 10.73 | |
| Price Book Value Ratio | 2.47 | 2.59 | |
| Enterprise Value Multiple | 10.32 | 10.73 | |
| Price Fair Value | 2.47 | 2.59 | |
| Enterprise Value | 359.4 M | 233.3 M |
The strategic decisions made by Willis Lease management significantly impact its financial stability and market performance. Evaluating these factors helps determine whether the stock is a worthwhile investment.
Basic technical analysis of Willis Stock
As of the 25th of March, Willis Lease maintains the Standard Deviation of 3.59, market risk adjusted performance of (0.13), and Mean Deviation of 2.4. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Willis Lease Finance, as well as the relationship between them.Willis Lease's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Willis Lease insiders, such as employees or executives, is commonly permitted as long as it does not rely on Willis Lease's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Willis Lease insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Willis Lease's Outstanding Corporate Bonds
Willis Lease issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Willis Lease Finance uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Willis bonds can be classified according to their maturity, which is the date when Willis Lease Finance has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| WILLIS NORTH AMER Corp BondUS970648AG61 | View | |
| WILLIS NORTH AMER Corp BondUS970648AH45 | View | |
| WTW 295 15 SEP 29 Corp BondUS970648AJ01 | View | |
| WTW 3875 15 SEP 49 Corp BondUS970648AK73 | View | |
| WTW 465 15 JUN 27 Corp BondUS970648AL56 | View | |
| US97068LAA61 Corp BondUS97068LAA61 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Understand Willis Lease's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Willis Lease's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (0.13) | |||
| Mean Deviation | 2.4 | |||
| Coefficient Of Variation | (2,105) | |||
| Standard Deviation | 3.59 | |||
| Variance | 12.91 | |||
| Information Ratio | (0.04) | |||
| Jensen Alpha | (0.13) | |||
| Total Risk Alpha | (0.04) | |||
| Treynor Ratio | (0.14) | |||
| Maximum Drawdown | 22.67 | |||
| Value At Risk | (6.51) | |||
| Potential Upside | 4.65 | |||
| Skewness | (1.69) | |||
| Kurtosis | 6.69 |
| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (0.13) | |||
| Mean Deviation | 2.4 | |||
| Coefficient Of Variation | (2,105) | |||
| Standard Deviation | 3.59 | |||
| Variance | 12.91 | |||
| Information Ratio | (0.04) | |||
| Jensen Alpha | (0.13) | |||
| Total Risk Alpha | (0.04) | |||
| Treynor Ratio | (0.14) | |||
| Maximum Drawdown | 22.67 | |||
| Value At Risk | (6.51) | |||
| Potential Upside | 4.65 | |||
| Skewness | (1.69) | |||
| Kurtosis | 6.69 |
Consider Willis Lease's intraday indicators
Willis Lease intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Willis Lease stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 0.97 | |||
| Day Median Price | 179.38 | |||
| Day Typical Price | 179.38 | |||
| Price Action Indicator | (2.81) | |||
| Period Momentum Indicator | (5.62) | |||
| Relative Strength Index | 49.14 |
Willis Lease Corporate Filings
F4 | 21st of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 19th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10K | 11th of March 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
| 13th of February 2025 Other Reports | ViewVerify |
Willis Stock media impact
Far too much social signal, news, headlines, and media speculation about Willis Lease that are available to investors today. That information is available publicly through Willis media outlets and privately through word of mouth or via Willis internal channels. However, regardless of the origin, that massive amount of Willis data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Willis Lease news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Willis Lease relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Willis Lease's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Willis Lease alpha.
Willis Lease Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Willis Lease can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Willis Lease Finance Historical Investor Sentiment
Investor biases related to Willis Lease's public news can be used to forecast risks associated with an investment in Willis. The trend in average sentiment can be used to explain how an investor holding Willis can time the market purely based on public headlines and social activities around Willis Lease Finance. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Willis Lease's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Willis Lease and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Willis Lease news discussions. The higher the estimate score, the more favorable the investor's outlook on Willis Lease.
Willis Lease Corporate Management
| Dean Poulakidas | Sr. VP and General Counsel | Profile | |
| Brian Hole | Chief Investment Officer | Profile | |
| Amy Ruddock | Senior Development | Profile | |
| Craig Welsh | Senior Asia | Profile |
Already Invested in Willis Lease Finance?
The danger of trading Willis Lease Finance is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Willis Lease is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Willis Lease. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Willis Lease Finance is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Willis Lease Finance offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Willis Lease's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Willis Lease Finance Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Willis Lease Finance Stock: Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Willis Lease Finance. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Is Trading Companies & Distributors space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Willis Lease. If investors know Willis will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Willis Lease listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.582 | Dividend Share 0.25 | Earnings Share 14.11 | Revenue Per Share | Quarterly Revenue Growth 0.378 |
The market value of Willis Lease Finance is measured differently than its book value, which is the value of Willis that is recorded on the company's balance sheet. Investors also form their own opinion of Willis Lease's value that differs from its market value or its book value, called intrinsic value, which is Willis Lease's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Willis Lease's market value can be influenced by many factors that don't directly affect Willis Lease's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Willis Lease's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Willis Lease is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Willis Lease's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.