WLFC vs. FTAI

Last updated Jun 3, 2026

WLFC (Willis Lease Finance Corporation) and FTAI (Fortress Transportation and Infrastructure Investors LLC) are both stocks. Both operate in the Rental & Leasing Services industry within the Industrials sector. Over the past 10 years, WLFC returned 21.80%/yr vs 45.23%/yr for FTAI. At a 0.25 correlation, their price movements are largely independent.

Performance

WLFC vs. FTAI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Willis Lease Finance Corporation (WLFC) and Fortress Transportation and Infrastructure Investors LLC (FTAI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WLFC achieves a 29.16% return, which is significantly higher than FTAI's 25.32% return. Over the past 10 years, WLFC has underperformed FTAI with an annualized return of 21.80%, while FTAI has yielded a comparatively higher 45.23% annualized return.

WLFC

• 1D: 1.75%
• 1M: -10.66%
• YTD: 29.16%
• 6M: 45.52%
• 1Y: 30.85%
• 3Y*: 65.03%
• 5Y*: 32.26%
• 10Y*: 21.80%

FTAI

• 1D: -0.79%
• 1M: 2.64%
• YTD: 25.32%
• 6M: 46.70%
• 1Y: 105.87%
• 3Y*: 106.14%
• 5Y*: 59.27%
• 10Y*: 45.23%

*Multi-year figures are annualized to reflect compound growth (CAGR)

WLFC vs. FTAI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
WLFC Willis Lease Finance Corporation	29.16%	-34.14%	332.92%	-17.17%	56.73%	23.60%	-48.29%	70.26%	38.57%	-2.38%
FTAI Fortress Transportation and Infrastructure Investors LLC	25.32%	38.01%	214.72%	181.65%	-36.67%	29.27%	33.15%	48.05%	-22.18%	62.27%

Correlation

The correlation between WLFC and FTAI is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.47
Correlation (3Y) Calculated over the trailing 3-year period	0.38
Correlation (5Y) Calculated over the trailing 5-year period	0.31
Correlation (10Y) Calculated over the trailing 10-year period	0.27
Correlation (All Time) Calculated using the full available price history since May 18, 2015	0.25

Over the past year, WLFC and FTAI have become more correlated (0.47) than their long-term average of 0.25, meaning their price movements have been converging.

Fundamentals

Market Cap WLFC : $1.27B FTAI : $25.63B
EPS WLFC : $17.02 FTAI : $5.13
PE Ratio WLFC : 10.25 FTAI : 47.90
PEG Ratio WLFC : 0.00 FTAI : 0.03
PS Ratio WLFC : 1.63 FTAI : 9.00
PB Ratio WLFC : 1.82 FTAI : 59.38
Total Revenue (TTM) WLFC : $757.62M FTAI : $2.84B
Gross Profit (TTM) WLFC : $405.87M FTAI : $922.62M
EBITDA (TTM) WLFC : $416.98M FTAI : $992.07M

Return for Risk

WLFC vs. FTAI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WLFC

WLFC Risk / Return Rank: 59
WLFC Sharpe Ratio Rank: 61
WLFC Sortino Ratio Rank: 60
WLFC Omega Ratio Rank: 56
WLFC Calmar Ratio Rank: 60
WLFC Martin Ratio Rank: 59

FTAI

FTAI Risk / Return Rank: 83
FTAI Sharpe Ratio Rank: 84
FTAI Sortino Ratio Rank: 83
FTAI Omega Ratio Rank: 80
FTAI Calmar Ratio Rank: 85
FTAI Martin Ratio Rank: 85

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WLFC vs. FTAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Willis Lease Finance Corporation (WLFC) and Fortress Transportation and Infrastructure Investors LLC (FTAI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	WLFC	FTAI	Difference
Sharpe ratio Return per unit of total volatility	0.66	1.69	-1.02
Sortino ratio Return per unit of downside risk	1.28	2.62	-1.34
Omega ratio Gain probability vs. loss probability	1.15	1.31	-0.17
Calmar ratio Return relative to maximum drawdown	0.97	3.58	-2.61
Martin ratio Return relative to average drawdown	2.02	8.99	-6.97
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WLFC vs. FTAI - Sharpe Ratio Comparison

The current WLFC Sharpe Ratio is 0.66, which is lower than the FTAI Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of WLFC and FTAI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	WLFC	FTAI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.66	1.69	-1.02
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.76	1.06	-0.30
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.43	0.89	-0.46
Sharpe Ratio (All Time) Calculated using the full available price history	0.20	0.71	-0.52

Drawdowns

WLFC vs. FTAI - Drawdown Comparison

The maximum WLFC drawdown since its inception was -88.12%, which is greater than FTAI's maximum drawdown of -72.79%. Use the drawdown chart below to compare losses from any high point for WLFC and FTAI.

Drawdown Indicators

	WLFC	FTAI	Difference
Max Drawdown Largest peak-to-trough decline	-88.12%	-72.79%	-15.33%
Max Drawdown (1Y) Largest decline over 1 year	-31.84%	-31.15%	-0.69%
Max Drawdown (3Y) Largest decline over 3 years	-49.88%	-52.11%	+2.23%
Max Drawdown (5Y) Largest decline over 5 years	-49.88%	-54.08%	+4.20%
Max Drawdown (10Y) Largest decline over 10 years	-79.76%	-72.79%	-6.97%
Current Drawdown Current decline from peak	-26.81%	-20.43%	-6.38%
Average Drawdown Average peak-to-trough decline	-42.37%	-17.36%	-25.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	15.33%	12.40%	+2.93%

Volatility

WLFC vs. FTAI - Volatility Comparison

Willis Lease Finance Corporation (WLFC) and Fortress Transportation and Infrastructure Investors LLC (FTAI) have volatilities of 22.87% and 23.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WLFC	FTAI	Difference
Volatility (1M) Calculated over the trailing 1-month period	22.87%	23.43%	-0.56%
Volatility (6M) Calculated over the trailing 6-month period	36.85%	46.54%	-9.69%
Volatility (1Y) Calculated over the trailing 1-year period	46.81%	63.16%	-16.35%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	42.70%	56.23%	-13.53%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	50.93%	51.05%	-0.12%

Dividends

WLFC vs. FTAI - Dividend Comparison

WLFC's dividend yield for the trailing twelve months is around 0.83%, more than FTAI's 0.61% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FTAI Fortress Transportation and Infrastructure Investors LLC	0.61%	0.64%	0.83%	2.59%	7.54%	4.56%	5.63%	6.76%	9.21%	6.62%	9.92%	4.26%
WLFC Willis Lease Finance Corporation	0.83%	0.85%	0.72%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

WLFC vs. FTAI - Profitability Comparison

The chart below illustrates the profitability comparison between Willis Lease Finance Corporation and Fortress Transportation and Infrastructure Investors LLC over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

WLFC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Willis Lease Finance Corporation reported a gross profit of 0.00 and revenue of 194.35M. Therefore, the gross margin over that period was 0.0%.

FTAI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fortress Transportation and Infrastructure Investors LLC reported a gross profit of 306.43M and revenue of 830.70M. Therefore, the gross margin over that period was 36.9%.

WLFC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Willis Lease Finance Corporation reported an operating income of 33.79M and revenue of 194.35M, resulting in an operating margin of 17.4%.

FTAI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fortress Transportation and Infrastructure Investors LLC reported an operating income of 241.44M and revenue of 830.70M, resulting in an operating margin of 29.1%.

WLFC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Willis Lease Finance Corporation reported a net income of 23.66M and revenue of 194.35M, resulting in a net margin of 12.2%.

FTAI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fortress Transportation and Infrastructure Investors LLC reported a net income of 134.19M and revenue of 830.70M, resulting in a net margin of 16.2%.

Frequently Asked Questions

Can I hold both WLFC and FTAI in my portfolio?

WLFC and FTAI have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WLFC or FTAI?

FTAI has higher volatility (23.43%) compared to WLFC (22.87%). In terms of maximum drawdown, WLFC dropped -88.12% vs FTAI's -72.79%.

Which has better risk-adjusted returns?

FTAI currently has the higher Sharpe Ratio (1.69 vs 0.66), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.