Willis Lease Finance Stock Analysis

WLFC Stock  USD 47.88  0.04  0.08%   
Willis Lease Finance is overvalued with Real Value of 39.9 and Target Price of 32.0. The main objective of Willis Lease stock analysis is to determine its intrinsic value, which is an estimate of what Willis Lease Finance is worth, separate from its market price. There are two main types of Willis Lease's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Willis Lease's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Willis Lease's stock to identify patterns and trends that may indicate its future price movements.
The Willis Lease stock is traded in the USA on NASDAQ Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Willis Lease is usually not traded on Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day. Willis Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Willis Lease's ongoing operational relationships across important fundamental and technical indicators.
  
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 tightly coupled with the direction of predictive economic indicators such as signals in census.

Willis Stock Analysis Notes

About 60.0% of the company outstanding shares are owned by insiders. The company has Price to Book (P/B) ratio of 0.76. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Willis Lease Finance recorded earning per share (EPS) of 6.91. The entity had not issued any dividends in recent years. Willis Lease Finance Corporation operates as a lessor and servicer of commercial aircraft and aircraft engines worldwide. The company was founded in 1985 and is headquartered in Coconut Creek, Florida. Willis Lease operates under Rental Leasing Services classification in the United States and is traded on NASDAQ Exchange. It employs 229 people. For more information please call Austin Willis at 561 349 9989 or visit https://www.wlfc.global.

Willis Lease Quarterly Total Revenue

105.75 Million

Willis Lease Finance Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Willis Lease's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Willis Lease Finance or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
About 60.0% of the company outstanding shares are owned by insiders
Latest headline from news.google.com: Willis Lease Finance Stock Crosses Above 200-Day Moving Average of 45.24 - MarketBeat

Willis Lease Finance Upcoming and Recent Events

Earnings reports are used by Willis Lease to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Willis Lease 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

Willis Largest EPS Surprises

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.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2000-02-17
1999-12-310.160.180.0212 
2012-03-12
2011-12-310.310.370.0619 
2014-08-06
2014-06-300.20.270.0735 
View All Earnings Estimates

Willis Lease SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Willis Lease prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Willis Lease investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Willis Lease Finance specific information freely available to individual and institutional investors to make a timely investment decision.
14th of February 2024
Unclassified Corporate Event
View
9th of February 2024
Other Events. Unclassified Corporate Event
View
28th of December 2023
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
17th of November 2023
Unclassified Corporate Event
View
3rd of November 2023
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
View
2nd of November 2023
Entry into a Material Definitive Agreement
View
31st of October 2023
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. Entry into a Material Definitive Agreement
View
20th of October 2023
Financial Statements and Exhibits. Other Events. Entry into a Material Definitive Agreement
View

Willis Lease Thematic Classifications

In addition to having Willis Lease stock in your portfolios, you can 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 favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Wholesale Idea
Wholesale
USA Equities from Wholesale industry as classified by Fama & French

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 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
Northern Trust Corp2023-09-30
31.6 K
State Street Corporation2023-09-30
28.1 K
Latash Investments, Llc2023-09-30
25 K
Empowered Funds, Llc2023-09-30
18.8 K
Royal Bank Of Canada2023-09-30
15.1 K
Maltese Capital Management Llc2023-09-30
13.1 K
Bank Of New York Mellon Corp2023-09-30
10.8 K
New York State Common Retirement Fund2023-09-30
10.6 K
Charles Schwab Investment Management Inc2023-09-30
8.4 K
M3f, Inc.2023-09-30
624 K
Dimensional Fund Advisors, Inc.2023-12-31
492.9 K
Note, although Willis Lease's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Willis Market Capitalization

The company currently falls under 'Small-Cap' category with a current market capitalization of 328.45 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Willis Lease's market, we take the total number of its shares issued and multiply it by Willis Lease's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Willis Profitablity

Willis Lease's profitability indicators refer to fundamental financial ratios that showcase Willis Lease's ability to generate income relative to its revenue or operating costs. If, let's say, Willis Lease is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Willis Lease's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Willis Lease's profitability requires more research than a typical breakdown of Willis Lease's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of 0.12 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.36 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.36.
Last ReportedProjected for 2024
Return on Investment 3.90  5.15 
Return on Average Assets 0  0 
Return on Average Equity 0.01  0.01 
Return on Invested Capital 0.02  0.02 
Return on Sales 0.22  0.24 

Management Efficiency

Willis Lease Finance has return on total asset (ROA) of 0.0316 % which means that it generated a profit of $0.0316 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1024 %, meaning that it created $0.1024 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. The current year's Return on Investment is expected to grow to 5.15. The current year's Return on Average Assets is expected to grow to 0. At present, Willis Lease's Asset Turnover is projected to slightly decrease based on the last few years of reporting. The current year's Return on Average Assets is expected to grow to 0, whereas Total Assets are forecasted to decline to about 2.6 B.
Last ReportedProjected for 2024
Book Value per Share 76.66  66.45 
Enterprise Value over EBIT 32.20  27.19 
Enterprise Value over EBITDA 14.86  12.74 
Price to Book Value 0.80  0.74 
Tangible Assets Book Value per Share 484.24  417.17 
Enterprise Value2.4 B2.1 B
Tangible Asset Value2.9 B2.6 B
The analysis of Willis Lease's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Willis Lease's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Willis Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Beta
1.038

Technical Drivers

As of the 2nd of March, Willis Lease maintains the Market Risk Adjusted Performance of 0.0694, mean deviation of 1.39, and Downside Deviation of 2.01. 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. Specifically, you can use this information to find out if the company will indeed mirror its model of past data patterns, or the prices will eventually revert. We were able to analyze and collect data for nineteen technical drivers for Willis Lease Finance, which can be compared to its rivals. Please check out Willis Lease Finance value at risk, and the relationship between the jensen alpha and semi variance to decide if Willis Lease Finance is priced fairly, providing market reflects its latest price of 47.88 per share. Given that Willis Lease Finance has jensen alpha of (0.12), we strongly advise you to confirm Willis Lease Finance's prevalent market performance to make sure the company can sustain itself at a future point.

Willis Lease Finance Price Movement Analysis

The output start index for this execution was five with a total number of output elements of fifty-six. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Willis Lease middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Willis Lease Finance. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
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Willis Lease Finance 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 Predictive Daily 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.

Willis Lease Forecast Models

Willis Lease's time-series forecasting models are one of many Willis Lease's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Willis Lease's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Willis Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Willis Lease prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Willis shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Willis Lease. By using and applying Willis Stock analysis, traders can create a robust methodology for identifying Willis entry and exit points for their positions.
Last ReportedProjected for 2024
Operating Margin 28.24  32.18 
EBITDA Margin 0.48  0.53 
Gross Margin 0.84  0.83 
Profit Margin 0.01  0.01 

Current Willis Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Willis analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Willis analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
32.0Strong Sell0Odds
Willis Lease Finance current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Willis analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Willis stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Willis Lease Finance, talking to its executives and customers, or listening to Willis conference calls.
Willis Analyst Advice Details

Willis Stock Analysis Indicators

Willis Lease Finance stock analysis indicators help investors evaluate how Willis Lease stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Willis Lease shares will generate the highest return on investment. By understating and applying Willis Lease stock analysis, traders can identify Willis Lease position entry and exit signals to maximize returns.
Begin Period Cash Flow81.4 M
Long Term Debt1.8 B
Common Stock Shares Outstanding6.3 M
Total Stockholder Equity404.7 M
Tax Provision17.2 M
Quarterly Earnings Growth Y O Y1.393
Property Plant And Equipment Net2.1 B
Warrants49.9 M
Cash And Short Term Investments12.1 M
Cash12.1 M
Accounts Payable43 M
Net Debt1.8 B
50 Day M A48.1754
Total Current Liabilities60.9 M
Other Operating Expenses254.4 M
Non Current Assets Total2.3 B
Common Stock Total Equity66 K
Non Currrent Assets Other-45.3 M
Stock Based Compensation13.4 M
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 tightly coupled with the direction of predictive economic indicators such as signals in census.
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 Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

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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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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
1.393
Earnings Share
6.91
Revenue Per Share
61.584
Quarterly Revenue Growth
0.38
Return On Assets
0.0316
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.