Willis Lease Finance Corporation (WLFC) Fair Value & Analysis
Industrials · US · Market cap $1.7B
Willis Lease Finance Corporation
WLFC · US
Fair value as of: Jul 25, 2026
From 13 valuation models · updated 16 days ago
Share price −72.3% over the past month.
Below-average quality, and screening another 89% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($10.52). The favourable scenario is already priced in.
- Weak quality (33/100) and above fair value at the same time, the margin of safety is missing on both counts.
- A fairly wide model range ($4.41 to $10.52) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 25, 2026.
How to read this chart
60‑month range $29.39 – $568.08 · fair‑value band $4.41 – $10.52 · the $61.05 price screens above the $6.91 fair value. Dashed = 300-day average. As of Jul 25, 2026.
Analysis
Willis Lease Finance Corporation (WLFC) currently trades at $61.05, while our model-based Fair Value estimate is $6.91, implying the stock looks roughly 88.7% overvalued today. The Quality Score stands at 33/100 (below-average quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Willis Lease Finance Corporation generated revenue of $753M at a net margin of 16.2%. Revenue grew 24.6% year over year. It earns a return on equity of 17.6%. Net debt stands at $2.7B. Fundamentals as of Jul 25, 2026
Our scenario range runs from $4.41 (bear case) to $10.52 (bull case); at $61.05, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 74% below its 52-week high, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -21% fair-value upside, at -89%, WLFC screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 13 models by family
Widest divergence: Growth Earnings ($79.25) versus Dividend Discount ($6.54). Highest evidence: Residual Income (76).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 25, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 32 · Market factors (momentum, volatility) 19
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Willis Lease Finance Corporation, together with its subsidiaries, operates as a lessor and servicer of commercial aircraft and aircraft engines worldwide. It operates in two segments, Leasing and Related Operations, and Spare Parts Sales.
Full company description
Willis Lease Finance Corporation, together with its subsidiaries, operates as a lessor and servicer of commercial aircraft and aircraft engines worldwide. It operates in two segments, Leasing and Related Operations, and Spare Parts Sales. The company engages in acquiring and leasing commercial aircraft, aircraft engines, and related aircraft equipment, as well as the purchase and resale of commercial aircraft engines and other aircraft equipment, and service and maintenance related businesses. It also purchases and resells after-market engine parts, whole engines, engine modules, and portable aircraft components. The company serves commercial aircraft operators, as well as maintenance, repair, and overhaul organizations. Willis Lease Finance Corporation was incorporated in 1985 and is headquartered in Coconut Creek, Florida.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Willis Lease Finance Corporation reported revenue of $676M in FY2025 versus $274M in FY2021, a compound +25.3%/yr. Reported net income was $114M in FY2025, compounding +141.4%/yr from FY2021.
WLFC screens 89% overvalued. Compare with United Rentals, Inc →
Peer Group
Rental & Leasing Services · 97 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Rental & Leasing Services median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 44/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Rental & Leasing Services stocks, each showing price versus our Fair Value estimate (as of Jul 25, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| United Rentals, Inc URI | $1,045 | $449.86 | -57% |
| Sunbelt Rentals Holdings SUNB | $73.41 | $65.76 | -10% |
| AerCap Holdings AER | $146.97 | $301.51 | +105% |
| U-Haul Holding UHAL | $67.35 | $7.21 | -89% |
| Ryder System, Inc R | $273.06 | $111.57 | -59% |
| Ayvens AYV | €11.57 | €24.73 | +114% |
| Localiza Rent a Car S.A RENT3 | R$40.35 | R$37.01 | -8% |
| Element Fleet Management Corp EFN | C$29.83 | C$15.06 | -50% |
| BOC Aviation Limited 2588 | HK$77.40 | HK$18.61 | -76% |
| GATX Corporation GATX | $178.48 | $140.90 | -21% |
Compare Willis Lease Finance Corporation with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Industrials stocks →
Frequently asked questions
Is Willis Lease Finance Corporation (WLFC) overvalued or undervalued?
What is the fair value of WLFC?
What is the quality score of WLFC?
What is the revenue of Willis Lease Finance Corporation (WLFC)?
What is the net profit margin of WLFC?
Does Willis Lease Finance Corporation pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Willis Lease Finance Corporation and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.