Applied Industrial Technologies vs Willis Lease Finance
AIT and WLFC side by side, both in wholesale trade-durable goods. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AIT and WLFC compare
Applied Industrial Technologies is the larger company, worth 11 times as much as Willis Lease Finance ($10.9B against $973M).
On earnings, Willis Lease Finance is cheaper: it trades at 11.5× trailing earnings, against 26.3× for Applied Industrial Technologies.
Willis Lease Finance grew revenue faster over the last twelve months (17.3% versus 8.5% for Applied Industrial Technologies).
Willis Lease Finance keeps more of each dollar of sales as profit, with a net margin of 12.0% compared with 8.4% at Applied Industrial Technologies.
Both pay dividends: Applied Industrial Technologies yields 0.67% and Willis Lease Finance 1.2%.
Applied Industrial Technologies scores higher on the StockData Score (17 against 14 for Willis Lease Finance), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AIT | WLFC |
|---|---|---|
| Size and price | ||
| Market cap | $10.9B | $973M |
| Share price | $297.60 | $46.04 |
| Change, 1 year | 16.1% | 13.3% |
| Change, 5 years | 181% | 256% |
| Beta (5Y) | 0.96 | 0.84 |
| Employees | 6,900 | 475 |
| StockData Score | ||
| Total score | 17 (better) | 14 |
| Valuation score | 0 | 4 (better) |
| Growth score | 2 | 3 (better) |
| Performance score | 6 (better) | 4 |
| Health score | 5 (better) | 0 |
| Dividend score | 4 (better) | 3 |
| Valuation | ||
| P/E | 26.3× | 11.5× (better) |
| P/S | 2.1× | 1.3× (better) |
| P/B | 5.8× | 1.4× (better) |
| EV/EBITDA | 19.6× | 4.1× (better) |
| P/FCF | 25.8× | 3.9× (better) |
| PEG | 3.56 | 0.04 (better) |
| FCF yield | 3.9% | 25.9% (better) |
| Fair value | $210.66 | $82.90 |
| Margin of safety | −41.3% | 44.5% (better) |
| Growth | ||
| Revenue growth (TTM) | 8.5% | 17.3% (better) |
| Revenue growth, 5Y average | 8.9% | 20.4% (better) |
| Net income growth (TTM) | 5.6% (better) | −25.0% |
| EPS growth (TTM) | 8.8% (better) | −28.9% |
| EPS growth, 5Y average | 24.4% | 71.1% (better) |
| Profitability | ||
| Gross margin | 30.4% | – |
| Operating margin | 11.2% | 15.7% (better) |
| Net margin | 8.4% | 12.0% (better) |
| FCF margin | 8.3% | 32.9% (better) |
| Return on equity | 22.5% (better) | 13.8% |
| Return on invested capital | 21.0% | 30.4% (better) |
| Financial health | ||
| Debt / equity | 0.15 | – |
| Net debt / EBITDA | 0.30 | – |
| Interest coverage | – | 0.9× |
| Current ratio | 2.89 | – |
| Altman Z-score | 10.02 (better) | 0.76 |
| Piotroski F-score | 8 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 0.67% | 1.2% (better) |
| Payout ratio | 17.4% | 12.1% |
| Years of dividend growth | 16 (better) | 0 |
| Dividend growth, 5Y average | 8.9% | – |
| Buyback yield | 3.2% | – |
| Shareholder yield | 3.8% (better) | 1.2% |
| Ownership | ||
| Held by institutions | 97.1% | 57.7% |
| Held by insiders | 0.96% | 56.3% |
| Insider net buying, 12 months | −$15.8M (better) | −$21.5M |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 2.0% | 18.2% |
Go deeper
- AIT stock overview
- AIT income statement
- AIT valuation and score
- WLFC stock overview
- WLFC income statement
- WLFC valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.