FTAI Aviation Ltd. (FTAI)vsWillis Lease Finance Corporation (WLFC)
FTAI
FTAI Aviation Ltd.
$246.73
-0.14%
INDUSTRIALS · Cap: $25.34B
WLFC
Willis Lease Finance Corporation
$176.96
+0.71%
INDUSTRIALS · Cap: $1.36B
Smart Verdict
WallStSmart Research — data-driven comparison
FTAI Aviation Ltd. generates 272% more annual revenue ($2.51B vs $674.38M). FTAI leads profitability with a 20.0% profit margin vs 18.2%. WLFC appears more attractively valued with a PEG of 0.94. WLFC earns a higher WallStSmart Score of 71/100 (B).
FTAI
Strong Buy67
out of 100
Grade: B-
WLFC
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-23.3%
Fair Value
$215.75
Current Price
$246.73
$30.98 premium
Margin of Safety
-77.9%
Fair Value
$113.29
Current Price
$176.96
$63.67 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 32.7% year-over-year
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 28.5%
Earnings expanding 29.8% YoY
Attractively priced relative to earnings
Strong operational efficiency at 45.6%
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 26.1% year-over-year
Areas to Watch
Distress zone — elevated risk
ROE of 2.4% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Smaller company, higher risk/reward
Weak financial health signals
Earnings declined 3.6%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : FTAI
The strongest argument for FTAI centers on Revenue Growth, Profit Margin, Operating Margin. Profitability is solid with margins at 20.0% and operating margin at 28.5%. Revenue growth of 32.7% demonstrates continued momentum.
Bull Case : WLFC
The strongest argument for WLFC centers on P/E Ratio, Operating Margin, PEG Ratio. Profitability is solid with margins at 18.2% and operating margin at 45.6%. Revenue growth of 26.1% demonstrates continued momentum.
Bear Case : FTAI
The primary concerns for FTAI are Altman Z-Score, Return on Equity, Piotroski F-Score. A P/E of 53.6x leaves little room for execution misses. Debt-to-equity of 13.65 is elevated, increasing financial risk.
Bear Case : WLFC
The primary concerns for WLFC are Market Cap, Piotroski F-Score, EPS Growth. Debt-to-equity of 3.14 is elevated, increasing financial risk.
Key Dynamics to Monitor
FTAI carries more volatility with a beta of 1.57 — expect wider price swings.
FTAI is growing revenue faster at 32.7% — sustainability is the question.
WLFC generates stronger free cash flow (-148M), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WLFC scores higher overall (71/100 vs 67/100), backed by strong 18.2% margins and 26.1% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
FTAI Aviation Ltd.
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Fortress Transportation and Infrastructure Investors LLC owns and acquires infrastructure and related equipment for the transportation of goods and people in Africa, Asia, Europe, North and South America. The company is headquartered in New York, New York.
Visit Website →Willis Lease Finance Corporation
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Willis Lease Finance Corporation is a global lessor and manager of commercial aircraft and aircraft engines. The company is headquartered in Coconut Creek, Florida.
Visit Website →Compare with Other RENTAL & LEASING SERVICES Stocks
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