AerSale vs Willis Lease Finance
ASLE 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 ASLE and WLFC compare
Willis Lease Finance is the larger company, worth 3.8 times as much as AerSale ($880M against $231M).
Willis Lease Finance grew revenue faster over the last twelve months (17.3% versus −13.4% for AerSale).
Willis Lease Finance keeps more of each dollar of sales as profit, with a net margin of 12.0% compared with −1.2% at AerSale.
Willis Lease Finance pays a dividend yielding 1.3%; AerSale does not pay one.
Willis Lease Finance scores higher on the StockData Score (14 against 3 for AerSale), 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 | ASLE | WLFC |
|---|---|---|
| Size and price | ||
| Market cap | $231M | $880M |
| Share price | $4.83 | $41.60 |
| Change, 1 year | −35.1% | −5.2% |
| Change, 5 years | −78.4% | 205% |
| Beta (5Y) | 0.95 | 0.89 |
| Employees | 704 | 475 |
| StockData Score | ||
| Total score | 3 | 14 (better) |
| Valuation score | 1 | 4 (better) |
| Growth score | 0 | 3 (better) |
| Performance score | 1 | 4 (better) |
| Health score | 1 (better) | 0 |
| Dividend score | 0 | 3 (better) |
| Valuation | ||
| P/E | – | 10.4× |
| P/S | 0.8× (better) | 1.1× |
| P/B | – | 1.2× |
| EV/EBITDA | 16.0× | 3.7× (better) |
| P/FCF | – | 3.5× |
| PEG | – | 0.04 |
| FCF yield | −15.3% | 28.6% (better) |
| Fair value | – | $83.31 |
| Margin of safety | – | 50.1% |
| Growth | ||
| Revenue growth (TTM) | −13.4% | 17.3% (better) |
| Revenue growth, 5Y average | 9.9% | 20.4% (better) |
| Net income growth (TTM) | −158% | −25.0% (better) |
| EPS growth (TTM) | −157% | −28.9% (better) |
| EPS growth, 5Y average | −52.4% | 71.1% (better) |
| Profitability | ||
| Gross margin | 28.9% | – |
| Operating margin | 0.61% | 15.7% (better) |
| Net margin | −1.2% | 12.0% (better) |
| FCF margin | −11.6% | 32.9% (better) |
| Return on equity | – | 13.8% |
| Return on invested capital | – | 30.4% |
| Financial health | ||
| Net debt / EBITDA | 6.21 | – |
| Interest coverage | – | 0.9× |
| Current ratio | 3.27 | – |
| Altman Z-score | 1.61 (better) | 0.75 |
| Piotroski F-score | 4 | 5 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 1.3% |
| Payout ratio | – | 12.1% |
| Years of dividend growth | – | 0 |
| Shareholder yield | 0.00% | 1.3% (better) |
| Ownership | ||
| Held by institutions | 64.3% | 57.7% |
| Held by insiders | 91.6% | 56.3% |
| Insider net buying, 12 months | −$109K (better) | −$22.3M |
| Short interest, % of float | 79.2% | 18.7% |
Go deeper
- ASLE stock overview
- ASLE income statement
- ASLE valuation and score
- WLFC stock overview
- WLFC income statement
- WLFC valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.