Willis Lease Finance Stock Buy Hold or Sell Recommendation
| WLFC Stock | USD 49.45 0.47 0.96% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Willis Lease Finance is 'Cautious Hold'. 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. The advice algorithm takes into account all of Willis Lease's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Willis Lease's buy or sell advice are summarized below:
Real Value 40.51 | Target Price 32 | Hype Value 49.19 | Market Value 49.45 | Naive Value 48.91 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Willis Lease Finance given historical horizon and risk tolerance towards Willis Lease. When Macroaxis issues a 'buy' or 'sell' recommendation for Willis Lease Finance, the advice is generated through an automated system that utilizes algorithms and statistical models.
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
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Willis Lease Trading Alerts and Improvement Suggestions
| Willis Lease Finance generated a negative expected return over the last 90 days | |
| Willis Lease Finance has a strong financial position based on the latest SEC filings | |
| About 57.0% of the company outstanding shares are owned by insiders | |
| Latest headline from investing.com: Willis Lease Finance EVP sells shares worth over 125k |
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 | 0.10 | Value At Risk | -1.82 | Potential Upside | 3.23 | Standard Deviation | 2.03 |
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
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 originates 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 | Northern Trust Corp | 2023-12-31 | 34 K | State Street Corporation | 2023-12-31 | 31.1 K | Latash Investments, Llc | 2023-12-31 | 25 K | Empowered Funds, Llc | 2023-12-31 | 20.5 K | Bank Of New York Mellon Corp | 2023-12-31 | 19.8 K | Royal Bank Of Canada | 2023-12-31 | 15.5 K | Maltese Capital Management Llc | 2023-12-31 | 13.1 K | New York State Common Retirement Fund | 2023-12-31 | 10.6 K | Charles Schwab Investment Management Inc | 2023-12-31 | 7.8 K | M3f, Inc. | 2023-12-31 | 626.7 K | Dimensional Fund Advisors, Inc. | 2023-12-31 | 492.9 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 | 891.4K | |
| 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 | 43.7M | 45.9M | |
| 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 NYSE Composite | 0.10 | |
β | Beta against NYSE Composite | -0.09 | |
σ | Overall volatility | 1.58 | |
Ir | Information ratio | 0.01 |
Willis Lease Volatility Alert
Willis Lease Finance has relatively low volatility with skewness of 0.24 and kurtosis of 3.54. 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 | 0.0928 | -0.31 |
| Return On Asset | 0.0332 | -0.14 |
| Profit Margin | 0.11 % | (1.27) % |
| Operating Margin | 0.35 % | (5.51) % |
| Current Valuation | 2.15 B | 16.62 B |
| Shares Outstanding | 7.08 M | 571.82 M |
| Shares Owned By Insiders | 56.98 % | 10.09 % |
| Shares Owned By Institutions | 32.46 % | 39.21 % |
| Number Of Shares Shorted | 16.32 K | 4.71 M |
| Price To Earning | 45.71 X | 28.72 X |
| Price To Book | 0.72 X | 9.51 X |
| Price To Sales | 0.76 X | 11.42 X |
| Revenue | 407.97 M | 9.43 B |
| Gross Profit | 283.51 M | 27.38 B |
| EBITDA | 227.76 M | 3.9 B |
| Net Income | 43.71 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 | 64.09 X | 1.93 K |
| Cash Flow From Operations | 229.74 M | 971.22 M |
| Short Ratio | 2.12 X | 4.00 X |
| Earnings Per Share | 6.23 X | 3.12 X |
| Target Price | 32.0 | |
| Number Of Employees | 361 | 18.84 K |
| Beta | 0.99 | -0.15 |
| Market Capitalization | 350.33 M | 19.03 B |
| Total Asset | 2.75 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 622 shares by Charles Willis of Willis Lease at 45.9867 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.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 1.8B | 1.8B | 1.8B | 1.9B | Total Assets | 2.5B | 2.6B | 2.8B | 2.9B |
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 Chemicals Makers Thematic Idea Now
Chemicals Makers
Companies developing chemicals for crops, soil as well as human, and animals. The Chemicals Makers theme has 40 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 Chemicals Makers Theme or any other thematic opportunities.
| View All Next | Launch |
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. Note that the Willis Lease Finance information on this page should be used as a complementary analysis to other Willis Lease's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
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.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Stocks Directory Find actively traded stocks across global markets |
Is Willis Lease's industry 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 (0.28) | Earnings Share 6.23 | Revenue Per Share 65.001 | Quarterly Revenue Growth 0.297 | Return On Assets 0.0332 |
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.