Willis Lease Finance Stock Buy Hold or Sell Recommendation
| WLFC Stock | USD 207.26 8.12 4.08% |
Given the investment horizon of 90 days and your complete indifference towards market risk, our recommendation regarding Willis Lease Finance is 'Strong Buy'. Macroaxis provides Willis Lease buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding WLFC positions.
Check out Willis Lease Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as Willis and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards 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.
Willis |
Execute Willis Lease Buy or Sell Advice
The Willis recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Willis Lease Finance. Macroaxis does not own or have any residual interests in Willis Lease Finance or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Willis Lease's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Very Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Willis Lease Trading Alerts and Improvement Suggestions
| Willis Lease Finance appears to be risky and price may revert if volatility continues | |
| Willis Lease Finance is unlikely to experience financial distress in the next 2 years | |
| Willis Lease Finance has a very strong financial position based on the latest SEC filings | |
| About 58.0% of the company outstanding shares are owned by insiders | |
| On 21st of November 2024 Willis Lease paid $ 0.25 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Willis Sustainable Fuels Limited Enters into Master Services Agreement with McDermott |
Willis Lease Returns Distribution Density
The distribution of Willis Lease's historical returns is an attempt to chart the uncertainty of Willis Lease's future price movements. The chart of the probability distribution of Willis Lease daily returns describes the distribution of returns around its average expected value. We use Willis Lease Finance price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Willis Lease returns is essential to provide solid investment advice for Willis Lease.
| Mean Return | 1.06 | Value At Risk | -4.97 | Potential Upside | 7.00 | Standard Deviation | 4.25 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Willis Lease historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Willis Stock Institutional Investors
| Shares | State Street Corp | 2024-06-30 | 37.1 K | Appleseed Capital | 2024-09-30 | 29.8 K | Northern Trust Corp | 2024-09-30 | 28.4 K | American Century Companies Inc | 2024-09-30 | 24.2 K | Empowered Funds, Llc | 2024-06-30 | 23.7 K | Charles Schwab Investment Management Inc | 2024-09-30 | 23 K | Bank Of New York Mellon Corp | 2024-06-30 | 19.7 K | Latash Investments, Llc | 2024-09-30 | 16 K | Royal Bank Of Canada | 2024-06-30 | 14.1 K | M3f, Inc. | 2024-09-30 | 569.2 K | Dimensional Fund Advisors, Inc. | 2024-09-30 | 494 K |
Willis Lease Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | 29.1M | 7.0M | 7.9M | 14.3M | (5.0M) | (4.8M) | |
| Change In Cash | (18.3M) | 15.3M | 16.7M | (6.6M) | 79.0M | 83.0M | |
| Free Cash Flow | (65.4M) | (318.8M) | (117.3M) | (148.6M) | 61.0M | 64.0M | |
| Depreciation | 86.2M | 94.5M | 90.5M | 88.3M | 90.9M | 49.8M | |
| Other Non Cash Items | (748K) | 31.6M | (5.0M) | 19.8M | 1.5M | 888.5K | |
| Dividends Paid | 3.3M | 3.3M | 3.3M | 3.3M | 3.2M | 3.1M | |
| Capital Expenditures | 295.7M | 412.2M | 207.9M | 293.0M | 168.8M | 179.7M | |
| Net Income | 66.9M | 9.7M | 3.4M | 5.4M | 43.8M | 46.0M | |
| End Period Cash Flow | 63.7M | 78.9M | 95.6M | 89.0M | 168.0M | 176.4M | |
| Investments | (5.7M) | (506.7M) | 22.3M | 29.4M | (182.5M) | (173.3M) | |
| Change Receivables | (2.5M) | (5.9M) | (11.2M) | (3.2M) | (2.9M) | (3.0M) | |
| Net Borrowings | (88.0M) | 442.4M | 92.2M | 55.2M | 63.4M | 103.3M | |
| Change To Netincome | 18.4M | 37.6M | 21.6M | 29.5M | 33.9M | 35.6M |
Willis Lease Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Willis Lease or Trading Companies & Distributors sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Willis Lease's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Willis stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.64 | |
β | Beta against Dow Jones | 3.37 | |
σ | Overall volatility | 4.28 | |
Ir | Information ratio | 0.22 |
Willis Lease Volatility Alert
Willis Lease Finance shows above-average downside volatility for the selected time horizon. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Willis Lease's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Willis Lease's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Willis Lease Fundamentals Vs Peers
Comparing Willis Lease's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Willis Lease's direct or indirect competition across all of the common fundamentals between Willis Lease and the related equities. This way, we can detect undervalued stocks with similar characteristics as Willis Lease or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Willis Lease's fundamental indicators could also be used in its relative valuation, which is a method of valuing Willis Lease by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Willis Lease to competition |
| Fundamentals | Willis Lease | Peer Average |
| Return On Equity | 0.19 | -0.31 |
| Return On Asset | 0.0498 | -0.14 |
| Profit Margin | 0.19 % | (1.27) % |
| Operating Margin | 0.43 % | (5.51) % |
| Current Valuation | 3.35 B | 16.62 B |
| Shares Outstanding | 6.6 M | 571.82 M |
| Shares Owned By Insiders | 58.02 % | 10.09 % |
| Shares Owned By Institutions | 37.22 % | 39.21 % |
| Number Of Shares Shorted | 134.32 K | 4.71 M |
| Price To Earning | 45.71 X | 28.72 X |
| Price To Book | 2.64 X | 9.51 X |
| Price To Sales | 2.63 X | 11.42 X |
| Revenue | 407.97 M | 9.43 B |
| Gross Profit | 283.51 M | 27.38 B |
| EBITDA | 213.7 M | 3.9 B |
| Net Income | 43.78 M | 570.98 M |
| Cash And Equivalents | 41.26 M | 2.7 B |
| Cash Per Share | 6.77 X | 5.01 X |
| Total Debt | 1.81 B | 5.32 B |
| Debt To Equity | 4.08 % | 48.70 % |
| Current Ratio | 3.38 X | 2.16 X |
| Book Value Per Share | 72.21 X | 1.93 K |
| Cash Flow From Operations | 229.74 M | 971.22 M |
| Short Ratio | 3.31 X | 4.00 X |
| Earnings Per Share | 14.09 X | 3.12 X |
| Target Price | 32.0 | |
| Number Of Employees | 361 | 18.84 K |
| Beta | 1.06 | -0.15 |
| Market Capitalization | 1.37 B | 19.03 B |
| Total Asset | 2.65 B | 29.47 B |
| Retained Earnings | 397.78 M | 9.33 B |
| Working Capital | 264.42 M | 1.48 B |
| Current Asset | 1.26 B | 9.34 B |
Note: Disposition of 500 shares by Mckeating Rae Ann of Willis Lease at 194.32 subject to Rule 16b-3 [view details]
Willis Lease Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Willis . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Willis Lease Buy or Sell Advice
When is the right time to buy or sell Willis Lease Finance? Buying financial instruments such as Willis Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Willis Lease in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Asset Management Thematic Idea Now
Asset Management
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Asset Management theme has 7 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Asset Management Theme or any other thematic opportunities.
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Check out Willis Lease Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model 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 14.09 | Revenue Per Share 80.335 | 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.
Please note, there is a significant difference between Willis Lease's value and its price as these two are different measures arrived at by different 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.