WLFC vs. UCBJY
WLFC (Willis Lease Finance Corporation) and UCBJY (UCB SA ADR) are both stocks. WLFC operates in Rental & Leasing Services (Industrials), while UCBJY operates in Biotechnology (Healthcare). Over the past 10 years, WLFC returned 22.76%/yr vs 16.39%/yr for UCBJY. At a 0.08 correlation, their price movements are largely independent.
Performance
WLFC vs. UCBJY - Performance Comparison
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Returns By Period
In the year-to-date period, WLFC achieves a 37.38% return, which is significantly higher than UCBJY's 8.13% return. Over the past 10 years, WLFC has outperformed UCBJY with an annualized return of 22.76%, while UCBJY has yielded a comparatively lower 16.39% annualized return.
WLFC
- 1D
- 0.91%
- 1M
- -16.50%
- YTD
- 37.38%
- 6M
- 46.82%
- 1Y
- 28.68%
- 3Y*
- 66.89%
- 5Y*
- 33.36%
- 10Y*
- 22.76%
UCBJY
- 1D
- 0.41%
- 1M
- 8.65%
- YTD
- 8.13%
- 6M
- 4.81%
- 1Y
- 63.21%
- 3Y*
- 49.75%
- 5Y*
- 26.47%
- 10Y*
- 16.39%
WLFC vs. UCBJY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WLFC Willis Lease Finance Corporation | 37.38% | -34.14% | 332.92% | -17.17% | 56.73% | 23.60% | -48.29% | 70.26% | 38.57% | -2.38% |
UCBJY UCB SA ADR | 8.13% | 42.69% | 129.19% | 12.67% | -30.04% | 6.90% | 34.46% | -1.59% | 9.33% | 21.37% |
Correlation
The correlation between WLFC and UCBJY is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Jun 19, 2009 | 0.08 |
Over the past year, WLFC and UCBJY have become more correlated (0.30) than their long-term average of 0.08, meaning their price movements have been converging.
Fundamentals
WLFC:
$1.35B
UCBJY:
$58.31B
WLFC:
$17.02
UCBJY:
$6.73
WLFC:
10.91
UCBJY:
22.30
WLFC:
0.00
UCBJY:
0.50
WLFC:
1.74
UCBJY:
4.21
WLFC:
1.94
UCBJY:
5.37
WLFC:
$757.62M
UCBJY:
$13.86B
WLFC:
$405.87M
UCBJY:
$10.00B
WLFC:
$416.98M
UCBJY:
$4.56B
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Return for Risk
WLFC vs. UCBJY — Risk / Return Rank
WLFC
UCBJY
WLFC vs. UCBJY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Willis Lease Finance Corporation (WLFC) and UCB SA ADR (UCBJY). 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 | UCBJY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.21 | ||
| Sortino ratioReturn per unit of downside risk | -1.32 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.34 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.90 | 2.92 | -2.01 |
| Martin ratioReturn relative to average drawdown | 1.84 | 7.25 | -5.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WLFC | UCBJY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.83 | -1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.88 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.54 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.57 | -0.37 |
Drawdowns
WLFC vs. UCBJY - Drawdown Comparison
The maximum WLFC drawdown since its inception was -88.12%, which is greater than UCBJY's maximum drawdown of -50.32%. Use the drawdown chart below to compare losses from any high point for WLFC and UCBJY.
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Drawdown Indicators
| WLFC | UCBJY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.12% | -50.32% | -37.80% |
Max Drawdown (1Y)Largest decline over 1 year | -31.84% | -21.77% | -10.07% |
Max Drawdown (3Y)Largest decline over 3 years | -49.88% | -28.58% | -21.30% |
Max Drawdown (5Y)Largest decline over 5 years | -49.88% | -46.82% | -3.06% |
Max Drawdown (10Y)Largest decline over 10 years | -79.76% | -50.32% | -29.44% |
Current DrawdownCurrent decline from peak | -22.15% | -10.15% | -12.00% |
Average DrawdownAverage peak-to-trough decline | -42.36% | -13.15% | -29.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.64% | 8.75% | +6.89% |
Volatility
WLFC vs. UCBJY - Volatility Comparison
Willis Lease Finance Corporation (WLFC) has a higher volatility of 15.04% compared to UCB SA ADR (UCBJY) at 7.48%. This indicates that WLFC's price experiences larger fluctuations and is considered to be riskier than UCBJY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WLFC | UCBJY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.04% | 7.48% | +7.56% |
Volatility (6M)Calculated over the trailing 6-month period | 36.70% | 23.81% | +12.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.65% | 34.79% | +11.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.75% | 30.19% | +12.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.94% | 30.62% | +20.32% |
Dividends
WLFC vs. UCBJY - Dividend Comparison
WLFC's dividend yield for the trailing twelve months is around 0.78%, more than UCBJY's 0.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
UCBJY UCB SA ADR | 0.57% | 0.57% | 0.73% | 1.67% | 1.79% | 0.86% | 0.78% | 1.06% | 1.10% | 2.71% | 3.21% |
WLFC Willis Lease Finance Corporation | 0.78% | 0.85% | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
WLFC vs. UCBJY - Financials Comparison
This section allows you to compare key financial metrics between Willis Lease Finance Corporation and UCB SA ADR. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
WLFC vs. UCBJY - Profitability Comparison
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%.
UCBJY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UCB SA ADR reported a gross profit of 3.04B and revenue of 4.22B. Therefore, the gross margin over that period was 71.9%.
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%.
UCBJY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UCB SA ADR reported an operating income of 1.28B and revenue of 4.22B, resulting in an operating margin of 30.3%.
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%.
UCBJY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UCB SA ADR reported a net income of 1.07B and revenue of 4.22B, resulting in a net margin of 25.5%.
Frequently Asked Questions
WLFC and UCBJY have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WLFC has higher volatility (15.04%) compared to UCBJY (7.48%). In terms of maximum drawdown, WLFC dropped -88.12% vs UCBJY's -50.32%.
UCBJY currently has the higher Sharpe Ratio (1.83 vs 0.62), 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.
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