Added to YB: 2024-10-14
Pitch date: 2024-10-03
WLFC [bullish]
Willis Lease Finance Corporation
+21.51%
current return
Author Info
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Company Info
Willis Lease Finance Corporation operates as a lessor and servicer of commercial aircraft and aircraft engines worldwide.
Market Cap
EUR 1.2B
Pitch Price
EUR 148.13
Price Target
400.00 (+122%)
Dividend
0.56%
Sector
Trading Companies and Distributors
Category
growth
Willis Lease Finance Corp (WLFC US): An undiscovered engine leasing business.
WLFC: Engine leasing co. w/ 337 engines, 85% utilization. Vertically integrated model w/ parts, mgmt, MRO. Benefiting from industry trends: mature fleets, OE delays, rising costs. Q2 '24: 20 module swaps. 60% insider owned. No coverage. Est. $400 PT, 11x FY25 EBITDA. Risks: family control, exec comp.
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