Added to YB: 2025-05-06
Pitch date: 2025-05-03
WLFC [bullish]
Willis Lease Finance Corporation
-14.59%
current return
Author Info
@blondesnmoney (aka cluseau) shares the stocks they are buying on Twitter and their newsletter. Sign up for the newsletter.
Company Info
Willis Lease Finance Corporation, together with its subsidiaries, operates as a lessor and servicer of commercial aircraft and aircraft engines worldwide.
Market Cap
$890.5M
Pitch Price
$155.66
Price Target
N/A
Dividend
1.22%
EV/EBITDA
8.05
P/E
7.82
EV/Sales
4.74
Sector
Trading Companies and Distributors
Category
value
Why Willis Lease Is Cheaper Than It Looks at $150
WLFC: 2x Tangible Book, 9x earnings but undervalued. ~$600M FMV above book (+$66/share). True book ~$150. EPS understated due to accelerated depreciation & deferred maintenance revenue. Growth via creative JOLCO financing with Japanese tax advantages. 600 shares owned. Q1 earnings next week. More attractive at low 150s vs 204 sell point.
Read full article (2 min)