Willis Lease Finance Corporation (WLFC)

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Willis Lease Finance Corporation (WLFC) is up 58.4% since the beginning of the year. At $71 per share, WLFC is trading 12.5% below its 52-week high of $82. Investors who bought $1,000 worth of WLFC shares 5 years ago would now be looking at an investment worth $5,306.

Willis Lease Finance Corporation (WLFC) has returned 58.36% so far this year and 59.86% over the past 12 months. Looking at the last ten years, WLFC has achieved an annualized return of 23.73%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.

Based on dividend-adjusted daily data since Nov 15, 1996, WLFC's average daily return is +0.09%, while the average monthly return is +1.78%. At this rate, an investment would double in approximately 3.3 years.

Historically, 53% of months were positive and 47% were negative. The best month was Nov 2020 with a return of +51.9%, while the worst month was Oct 1999 at -62.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, WLFC closed higher 46% of trading days. The best single day was Aug 5, 2020 with a return of +37.4%, while the worst single day was Oct 1, 1999 at -51.7%.

Willis Lease Finance Corporation has an annualized alpha of 18.85%, beta of 0.58, and R2 of 0.05 versus S&P 500 Index. Calculated based on daily prices since November 15, 1996.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (90.79%) than losses (80.35%) - typical of diversified or defensive assets.
• Beta of 0.58 may look defensive, but with R2 of 0.05 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.05 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WLFC ranks 75 for risk / return — above 75% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.

Willis Lease Finance Corporation provided a 0.68% dividend yield over the last twelve months, with an annual payout of $0.48 per share.

The table displays the monthly dividend distributions for Willis Lease Finance Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Willis Lease Finance Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Willis Lease Finance Corporation was 88.12%, occurring on Nov 29, 2001. Recovery took 3653 trading sessions.

The current Willis Lease Finance Corporation drawdown is 10.80%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Willis Lease Finance Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Willis Lease Finance Corporation is priced in the market compared to other companies in the Rental & Leasing Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.