2024-07-24 10:00:00 ET
Summary
- The good: real book value for Willis Lease Finance Corporation is over $150 per share.
- The bad: management is overpaid and tries to underpay for the company.
- The competition: FTAI Aviation's valuation implies that Willis is worth 5x its price.
Why is Willis Lease Finance Corporation ( WLFC ) falling behind? Over the course of this year, I've been asking myself that question. Here's how my thinking has evolved and how I concluded that it is worth far more than it costs. ...
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Is Willis Lease Finance Underperforming?