Added to YB: 2026-02-27
Pitch date: 2025-12-22
WLFC [bullish]
Willis Lease Finance Corporation
+47.62%
current return
Author Info
No bio for this author
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
$1.4B
Pitch Price
$137.33
Price Target
500.00 (+145%)
Dividend
0.78%
EV/EBITDA
9.32
P/E
12.29
EV/Sales
5.49
Sector
Trading Companies and Distributors
Category
value
Willis Lease Finance Corporation - $WLFC
WLFC: Engine lessor poised for 200% upside in 12-24mo as 2025 headwinds reverse. Est $20-30 FY26 EPS (vs 5.3x P/E now); target 12-15x = $300/share (vs $150 today). Trading 0.47x economic NAV of ~$1.9B vs $900M mkt cap. Core fleet value $600M above book per mgmt. Structural engine scarcity (GTF/LEAP issues, MRO bottlenecks) drives high utilization/rates. Catalysts: governance reform, improved disclosure, strategic sale, sell-side coverage. Risk: excessive exec comp, weak disclosure hurt institutional interest.
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