Willis Lease Finance Stock Performance
| WLFC Stock | USD 62.73 0.23 0.37% |
On a scale of 0 to 100, Willis Lease holds a performance score of 16. The firm maintains a market beta of 0.97, which attests to possible diversification benefits within a given portfolio. Willis Lease returns are very sensitive to returns on the market. As the market goes up or down, Willis Lease is expected to follow. Please check Willis Lease's semi variance, rate of daily change, and the relationship between the value at risk and kurtosis , to make a quick decision on whether Willis Lease's historical returns will revert.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Willis Lease Finance are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. In spite of rather unfluctuating technical and fundamental indicators, Willis Lease exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 0.37 | Five Day Return (2.15) | Year To Date Return 30.85 | Ten Year Return 220.87 | All Time Return 626.88 |
Forward Dividend Yield 0.0151 | Payout Ratio 0.1153 | Dividend Date 2024-06-07 | Ex Dividend Date 2024-05-30 |
1 | Disposition of 789 shares by Hans Hunziker of Willis Lease at 49.32 subject to Rule 16b-3 | 03/20/2024 |
2 | Disposition of 183 shares by Hans Hunziker of Willis Lease at 49.46 subject to Rule 16b-3 | 03/25/2024 |
3 | Disposition of 466 shares by Hans Hunziker of Willis Lease at 49.49 subject to Rule 16b-3 | 03/27/2024 |
4 | Disposition of 215 shares by Hans Hunziker of Willis Lease at 49.55 subject to Rule 16b-3 | 03/28/2024 |
5 | Disposition of 200 shares by Scott Flaherty of Willis Lease at 50.18 subject to Rule 16b-3 | 04/04/2024 |
6 | Willis Lease Finance EVP sells shares worth over 15,000 | 04/05/2024 |
7 | Disposition of 2200 shares by Scott Flaherty of Willis Lease at 50.43 subject to Rule 16b-3 | 04/16/2024 |
8 | Disposition of 200 shares by Scott Flaherty of Willis Lease at 50.0 subject to Rule 16b-3 | 04/17/2024 |
9 | Disposition of 100 shares by Scott Flaherty of Willis Lease at 50.01 subject to Rule 16b-3 | 04/19/2024 |
10 | Disposition of 622 shares by Charles Willis of Willis Lease at 45.9867 subject to Rule 16b-3 | 04/24/2024 |
11 | Record Results by Willis Lease Finance Corporation with First Quarter Pre-tax Income of 29.9 million | 05/02/2024 |
12 | Disposition of 99 shares by Scott Flaherty of Willis Lease at 54.45 subject to Rule 16b-3 | 05/03/2024 |
13 | Disposition of 1105 shares by Hunziker Hans Jorg of Willis Lease at 61.9 subject to Rule 16b-3 | 05/09/2024 |
14 | Disposition of 182 shares by Hunziker Hans Jorg of Willis Lease at 63.67 subject to Rule 16b-3 | 05/10/2024 |
15 | Willis Lease Finance Corp executive sells over 150k in company stock | 05/13/2024 |
16 | Disposition of 165 shares by Hunziker Hans Jorg of Willis Lease at 64.26 subject to Rule 16b-3 | 05/14/2024 |
17 | Disposition of 948 shares by Keady Robert J. of Willis Lease at 64.42 subject to Rule 16b-3 | 05/15/2024 |
18 | Disposition of 152 shares by Keady Robert J. of Willis Lease at 64.69 subject to Rule 16b-3 | 05/16/2024 |
19 | Willis Lease Finance declares 1.00 special dividend | 05/17/2024 |
20 | Disposition of 188 shares by Keady Robert J. of Willis Lease at 66.9 subject to Rule 16b-3 | 05/20/2024 |
21 | Willis Lease finance exec sells over 109k in company stock | 05/21/2024 |
22 | Insider Sale Director Rae Mckeating Sells Shares of Willis Lease Finance Corp | 05/22/2024 |
23 | Acquisition by Mckeating Rae Ann of 3000 shares of Willis Lease at 63.4 subject to Rule 16b-3 | 05/23/2024 |
24 | Disposition of 185 shares by Keady Robert J. of Willis Lease at 65.59 subject to Rule 16b-3 | 05/24/2024 |
25 | Disposition of 26289 shares by Willis Charles F Iv of Willis Lease at 66.1314 subject to Rule 16b-3 | 05/29/2024 |
| Willis Lease dividend paid on 7th of June 2024 | 06/07/2024 |
| Begin Period Cash Flow | 89 M |
Willis |
Willis Lease Relative Risk vs. Return Landscape
If you would invest 4,755 in Willis Lease Finance on March 14, 2024 and sell it today you would earn a total of 1,518 from holding Willis Lease Finance or generate 31.92% return on investment over 90 days. Willis Lease Finance is currently generating 0.4713% in daily expected returns and assumes 2.1995% risk (volatility on return distribution) over the 90 days horizon. In different words, 19% of stocks are less volatile than Willis, and 91% 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 = 0.2143
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| Small Returns | WLFC | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.2 actual daily | 19 81% of assets are more volatile |
Expected Return
| 0.47 actual daily | 9 91% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Willis Lease is performing at about 16% of its full potential. 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 it 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 | 0.12 | ||||
| Return On Asset | 0.0386 | ||||
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.41 % | ||||
| Current Valuation | 2.18 B | ||||
| Shares Outstanding | 6.57 M | ||||
| Price To Earning | 45.71 X | ||||
| Price To Book | 0.72 X | ||||
| Price To Sales | 0.76 X | ||||
| Revenue | 407.97 M | ||||
| Gross Profit | 283.51 M | ||||
| EBITDA | 227.76 M | ||||
| Net Income | 43.71 M | ||||
| Cash And Equivalents | 41.26 M | ||||
| Cash Per Share | 6.77 X | ||||
| Total Debt | 1.81 B | ||||
| Debt To Equity | 4.08 % | ||||
| Current Ratio | 3.38 X | ||||
| Book Value Per Share | 67.33 X | ||||
| Cash Flow From Operations | 229.74 M | ||||
| Earnings Per Share | 8.68 X | ||||
| Market Capitalization | 410.78 M | ||||
| Total Asset | 2.75 B | ||||
| Retained Earnings | 397.78 M | ||||
| Working Capital | 264.42 M | ||||
| Current Asset | 1.26 B | ||||
| Current Liabilities | 1.09 B | ||||
About Willis Lease Performance
To evaluate Willis Lease Finance Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Willis Lease generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Willis Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Willis Lease Finance market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Willis's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 140.85 | 133.80 | |
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.05 | 0.04 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.09 | 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 has a strong financial position based on the latest SEC filings | |
| About 61.0% of the company outstanding shares are owned by insiders | |
| On 7th of June 2024 Willis Lease paid $ 1.0 per share dividend to its current shareholders | |
| Latest headline from investing.com: Disposition of 26289 shares by Willis Charles F Iv of Willis Lease at 66.1314 subject to Rule 16b-3 |
- 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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