Willis Lease Finance Stock Performance
| WLFC Stock | USD 182.96 2.98 1.60% |
The firm maintains a market beta of 1.3, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Willis Lease will likely underperform. At this point, Willis Lease Finance has a negative expected return of -0.17%. Please make sure to check out Willis Lease's value at risk, rate of daily change, relative strength index, as well as the relationship between the kurtosis and market facilitation index , to decide if Willis Lease Finance performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Willis Lease Finance has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest weak performance, the Stock's technical and fundamental indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more
Actual Historical Performance (%)
One Day Return (1.60) | Five Day Return 3.35 | Year To Date Return (14.09) | Ten Year Return 917.01 | All Time Return 2 K |
Forward Dividend Yield 0.0049 | Payout Ratio | Forward Dividend Rate 1 | Dividend Date 2024-11-21 | Ex Dividend Date 2024-11-12 |
1 | Acquisition by Austin Willis of tradable shares of Willis Lease subject to Rule 16b-3 | 12/26/2024 |
2 | Disposition of 3000 shares by Mckeating Rae Ann of Willis Lease subject to Rule 16b-3 | 12/31/2024 |
3 | Is Willis Lease Finance Facing a Decline in Price Performance | 01/06/2025 |
4 | Acquisition by Brian Hole of 205 shares of Willis Lease at 87.21 subject to Rule 16b-3 | 01/31/2025 |
5 | Disposition of 300 shares by Austin Willis of Willis Lease at 194.55 subject to Rule 16b-3 | 02/03/2025 |
6 | Disposition of 100 shares by Austin Willis of Willis Lease at 190.1425 subject to Rule 16b-3 | 02/13/2025 |
| Willis Lease dividend paid on 21st of February 2025 | 02/21/2025 |
7 | Disposition of 314 shares by Austin Willis of Willis Lease at 209.7728 subject to Rule 16b-3 | 03/03/2025 |
8 | Disposition of 332 shares by Austin Willis of Willis Lease at 206.0027 subject to Rule 16b-3 | 03/05/2025 |
9 | Disposition of 222 shares by Austin Willis of Willis Lease at 212.5721 subject to Rule 16b-3 | 03/07/2025 |
10 | Record Results for Willis Lease Finance Corporation in 2024 | 03/10/2025 |
11 | Willis Lease Finance Corporation Q4 2024 Earnings Call Transcript | 03/11/2025 |
12 | Willis Lease Finance Shares Down 14.6 percent Heres Why | 03/12/2025 |
13 | Q4 2024 Willis Lease Finance Corp Earnings Call Transcript | 03/17/2025 |
14 | Willis Lease Finance Corp Shares Up 1.67 percent on Mar 19 | 03/19/2025 |
| Begin Period Cash Flow | 168 M |
Willis |
Willis Lease Relative Risk vs. Return Landscape
If you would invest 21,088 in Willis Lease Finance on December 24, 2024 and sell it today you would lose (2,792) from holding Willis Lease Finance or give up 13.24% of portfolio value over 90 days. Willis Lease Finance is currently does not generate positive expected returns and assumes 3.5693% risk (volatility on return distribution) over the 90 days horizon. In different words, 31% of stocks are less volatile than Willis, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Willis Lease Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Willis Lease's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Willis Lease Finance, and traders can use it to determine the average amount a Willis Lease's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0478
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WLFC |
Estimated Market Risk
| 3.57 actual daily | 31 69% of assets are more volatile |
Expected Return
| -0.17 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Willis Lease is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Willis Lease by adding Willis Lease to a well-diversified portfolio.
Willis Lease Fundamentals Growth
Willis Stock prices reflect investors' perceptions of the future prospects and financial health of Willis Lease, and Willis Lease fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Willis Stock performance.
| Return On Equity | 0.19 | ||||
| Return On Asset | 0.0498 | ||||
| Profit Margin | 0.19 % | ||||
| Operating Margin | 0.43 % | ||||
| Current Valuation | 3.57 B | ||||
| Shares Outstanding | 6.6 M | ||||
| Price To Earning | 45.71 X | ||||
| Price To Book | 2.39 X | ||||
| Price To Sales | 2.35 X | ||||
| Revenue | 569.22 M | ||||
| Gross Profit | 494.5 M | ||||
| EBITDA | 349.87 M | ||||
| Net Income | 108.61 M | ||||
| Cash And Equivalents | 41.26 M | ||||
| Cash Per Share | 6.77 X | ||||
| Total Debt | 2.26 B | ||||
| Debt To Equity | 4.08 % | ||||
| Current Ratio | 3.38 X | ||||
| Book Value Per Share | 72.21 X | ||||
| Cash Flow From Operations | 284.41 M | ||||
| Earnings Per Share | 14.11 X | ||||
| Market Capitalization | 1.34 B | ||||
| Total Asset | 3.3 B | ||||
| Retained Earnings | 491.44 M | ||||
| Working Capital | 324.95 M | ||||
| Current Asset | 1.26 B | ||||
| Current Liabilities | 1.09 B | ||||
About Willis Lease Performance
By analyzing Willis Lease's fundamental ratios, stakeholders can gain valuable insights into Willis Lease's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Willis Lease has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Willis Lease has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 188.40 | 178.98 | |
| 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 |
Things to note about Willis Lease Finance performance evaluation
Checking the ongoing alerts about Willis Lease for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Willis Lease Finance help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 |
- Analyzing Willis Lease's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Willis Lease's stock is overvalued or undervalued compared to its peers.
- Examining Willis Lease's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Willis Lease's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Willis Lease's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Willis Lease's stock. These opinions can provide insight into Willis Lease's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Willis Stock analysis
When running Willis Lease's price analysis, check to measure Willis Lease's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Willis Lease is operating at the current time. Most of Willis Lease's value examination focuses on studying past and present price action to predict the probability of Willis Lease's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Willis Lease's price. Additionally, you may evaluate how the addition of Willis Lease to your portfolios can decrease your overall portfolio volatility.
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