Willis Lease Finance Corp. WLFC
Industrial Specialties · IPO 1996 · data as of November 13, 2026
Willis Lease Finance Corp. (WLFC) is a consumer discretionary company listed in the US with a market value of about $1.1B. In the twelve months to September 30, 2026 it had revenue of $828M and net income of $73M, a net margin of 8.9%.
Its overall Stock Analiz score is 3.0 out of 5 (average). The strongest part is future growth (5/5); the weakest is financial health (1/5).
Key numbers: a P/E of 13.6, a price to free cash flow of 3.5, 5-year revenue growth of 20% a year, a 5-year average ROIC of 2%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 32% below the current price.
Score: 3.0 / 5
Checks passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Profit margin improving
- 3-year free cash flow growth above 10% a year
Checks not passed
- Price below intrinsic value (DCF, moderate assumptions)
- 5-year average ROIC above 12%
- More cash than debt, or low debt to equity
- Interest covered more than 5 times
- Debt below 3 years of free cash flow
- Liabilities below 60% of assets
- Share count down over 3 years (buybacks)
- 20% to 100% of free cash flow returned to shareholders
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $828M | $730M | $569M | $419M | $312M | $274M | $289M | $409M | $348M | $275M | $207M |
| Net income | $73M | $114M | $109M | $44M | $5M | $3M | $10M | $67M | $43M | $62M | $14M |
| Free cash flow | $297M | $252M | $269M | $225M | $138M | $88M | $90M | $224M | $185M | $126M | $91M |
| EPS (diluted) | $3.38 | $5.13 | $5.11 | $2.08 | $0.11 | $0.00 | $0.35 | $3.50 | $2.20 | $3.23 | $0.68 |
| Net margin | 8.9% | 15.6% | 19.1% | 10.5% | 1.7% | 1.2% | 3.4% | 16.4% | 12.4% | 22.6% | 6.8% |
| ROIC | — | 2.2% | 3.6% | 1.9% | 0.2% | 0.3% | 0.4% | 3.8% | 2.5% | 1.7% | 1.2% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 2 analysts is $65.50, 42% above the current price; targets range from $61.00 to $70.00; the consensus rating is “Strong buy”; expected EPS is $6.19 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is Willis Lease Finance’s P/E ratio?
About 13.6, based on the last twelve months of diluted earnings per share (forward P/E about 10.7).
Is Willis Lease Finance stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 32% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Willis Lease Finance pay a dividend?
Yes. The dividend yield is about 1.29%, and it has paid dividends for 2 years in our data.
Is Willis Lease Finance a good stock to buy?
We do not give buy or sell advice. Willis Lease Finance scores 3.0 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
Similar companies
Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.