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WLFC vs GE
Revenue, margins, valuation, and 5-year total return — side by side.
Aerospace & Defense
WLFC vs GE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Rental & Leasing Services | Aerospace & Defense |
| Market Cap | $1.74B | $299.53B |
| Revenue (TTM) | $758M | $48.35B |
| Net Income (TTM) | $121M | $8.66B |
| Gross Margin | 53.6% | 34.8% |
| Operating Margin | 19.8% | 18.5% |
| Forward P/E | 16.5x | 37.9x |
| Total Debt | $2.71B | $20.49B |
| Cash & Equiv. | $16M | $12.39B |
WLFC vs GE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Willis Lease Financ… (WLFC) | 100 | 1086.8 | +986.8% |
| GE Aerospace (GE) | 100 | 886.4 | +786.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WLFC vs GE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
WLFC is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 18.7%, EPS growth 0.3%, 3Y rev CAGR 29.4%
- 8.4% 10Y total return vs GE's 109.7%
- PEG 0.23 vs GE's 3.21
GE carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 2 yrs, beta 1.14, yield 0.5%
- Lower volatility, beta 1.14, current ratio 1.04x
- Beta 1.14, yield 0.5%, current ratio 1.04x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 18.7% revenue growth vs GE's 18.5% | |
| Value | Lower P/E (16.5x vs 37.9x), PEG 0.23 vs 3.21 | |
| Quality / Margins | 17.9% margin vs WLFC's 15.9% | |
| Stability / Safety | Beta 1.14 vs WLFC's 1.66, lower leverage | |
| Dividends | 0.5% yield, 2-year raise streak, vs WLFC's 0.4% | |
| Momentum (1Y) | +47.5% vs GE's +37.9% | |
| Efficiency (ROA) | 6.8% ROA vs WLFC's 3.2%, ROIC 24.7% vs 5.3% |
WLFC vs GE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
WLFC vs GE — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — WLFC and GE each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
GE is the larger business by revenue, generating $48.4B annually — 63.8x WLFC's $758M. Profitability is closely matched — net margins range from 17.9% (GE) to 15.9% (WLFC).
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $758M | $48.4B |
| EBITDAEarnings before interest/tax | $267M | $9.9B |
| Net IncomeAfter-tax profit | $121M | $8.7B |
| Free Cash FlowCash after capex | -$277M | $7.5B |
| Gross MarginGross profit ÷ Revenue | +53.6% | +34.8% |
| Operating MarginEBIT ÷ Revenue | +19.8% | +18.5% |
| Net MarginNet income ÷ Revenue | +15.9% | +17.9% |
| FCF MarginFCF ÷ Revenue | -36.6% | +15.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | +23.2% | +24.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +57.9% | -1.1% |
Valuation Metrics
WLFC leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 14.9x trailing earnings, WLFC trades at a 58% valuation discount to GE's 35.1x P/E. Adjusting for growth (PEG ratio), WLFC offers better value at 0.21x vs GE's 2.98x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $1.7B | $299.5B |
| Enterprise ValueMkt cap + debt − cash | $4.4B | $307.6B |
| Trailing P/EPrice ÷ TTM EPS | 14.89x | 35.13x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.53x | 37.91x |
| PEG RatioP/E ÷ EPS growth rate | 0.21x | 2.98x |
| EV / EBITDAEnterprise value multiple | 13.47x | 30.79x |
| Price / SalesMarket cap ÷ Revenue | 2.58x | 6.53x |
| Price / BookPrice ÷ Book value/share | 2.22x | 16.19x |
| Price / FCFMarket cap ÷ FCF | — | 41.23x |
Profitability & Efficiency
GE leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
GE delivers a 45.8% return on equity — every $100 of shareholder capital generates $46 in annual profit, vs $17 for WLFC. GE carries lower financial leverage with a 1.08x debt-to-equity ratio, signaling a more conservative balance sheet compared to WLFC's 3.74x. On the Piotroski fundamental quality scale (0–9), GE scores 6/9 vs WLFC's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +16.8% | +45.8% |
| ROA (TTM)Return on assets | +3.2% | +6.8% |
| ROICReturn on invested capital | +5.3% | +24.7% |
| ROCEReturn on capital employed | +6.2% | +9.6% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 |
| Debt / EquityFinancial leverage | 3.74x | 1.08x |
| Net DebtTotal debt minus cash | $2.7B | $8.1B |
| Cash & Equiv.Liquid assets | $16M | $12.4B |
| Total DebtShort + long-term debt | $2.7B | $20.5B |
| Interest CoverageEBIT ÷ Interest expense | 1.67x | 11.69x |
Total Returns (Dividends Reinvested)
WLFC leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in WLFC five years ago would be worth $55,180 today (with dividends reinvested), compared to $44,140 for GE. Over the past 12 months, WLFC leads with a +47.5% total return vs GE's +37.9%. The 3-year compound annual growth rate (CAGR) favors WLFC at 64.8% vs GE's 53.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +71.1% | -10.5% |
| 1-Year ReturnPast 12 months | +47.5% | +37.9% |
| 3-Year ReturnCumulative with dividends | +347.5% | +262.6% |
| 5-Year ReturnCumulative with dividends | +451.8% | +341.4% |
| 10-Year ReturnCumulative with dividends | +837.9% | +109.7% |
| CAGR (3Y)Annualised 3-year return | +64.8% | +53.6% |
Risk & Volatility
Evenly matched — WLFC and GE each lead in 1 of 2 comparable metrics.
Risk & Volatility
GE is the less volatile stock with a 1.14 beta — it tends to amplify market swings less than WLFC's 1.66 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WLFC currently trades 99.6% from its 52-week high vs GE's 82.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.66x | 1.14x |
| 52-Week HighHighest price in past year | $230.00 | $348.48 |
| 52-Week LowLowest price in past year | $114.01 | $205.65 |
| % of 52W HighCurrent price vs 52-week peak | +99.6% | +82.3% |
| RSI (14)Momentum oscillator 0–100 | 54.6 | 41.7 |
| Avg Volume (50D)Average daily shares traded | 73K | 5.6M |
Analyst Outlook
GE leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates WLFC as "Buy" and GE as "Buy". For income investors, GE offers the higher dividend yield at 0.47% vs WLFC's 0.35%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | — | $386.20 |
| # AnalystsCovering analysts | 1 | 34 |
| Dividend YieldAnnual dividend ÷ price | +0.4% | +0.5% |
| Dividend StreakConsecutive years of raises | 0 | 2 |
| Dividend / ShareAnnual DPS | $0.81 | $1.36 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.2% | +2.5% |
WLFC leads in 2 of 6 categories (Valuation Metrics, Total Returns). GE leads in 2 (Profitability & Efficiency, Analyst Outlook). 2 tied.
WLFC vs GE: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is WLFC or GE a better buy right now?
For growth investors, Willis Lease Finance Corporation (WLFC) is the stronger pick with 18.
7% revenue growth year-over-year, versus 18. 5% for GE Aerospace (GE). Willis Lease Finance Corporation (WLFC) offers the better valuation at 14. 9x trailing P/E (16. 5x forward), making it the more compelling value choice. Analysts rate Willis Lease Finance Corporation (WLFC) a "Buy" — based on 1 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — WLFC or GE?
On trailing P/E, Willis Lease Finance Corporation (WLFC) is the cheapest at 14.
9x versus GE Aerospace at 35. 1x. On forward P/E, Willis Lease Finance Corporation is actually cheaper at 16. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Willis Lease Finance Corporation wins at 0. 23x versus GE Aerospace's 3. 21x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — WLFC or GE?
Over the past 5 years, Willis Lease Finance Corporation (WLFC) delivered a total return of +451.
8%, compared to +341. 4% for GE Aerospace (GE). Over 10 years, the gap is even starker: WLFC returned +837. 9% versus GE's +109. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — WLFC or GE?
By beta (market sensitivity over 5 years), GE Aerospace (GE) is the lower-risk stock at 1.
14β versus Willis Lease Finance Corporation's 1. 66β — meaning WLFC is approximately 45% more volatile than GE relative to the S&P 500. On balance sheet safety, GE Aerospace (GE) carries a lower debt/equity ratio of 108% versus 4% for Willis Lease Finance Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — WLFC or GE?
By revenue growth (latest reported year), Willis Lease Finance Corporation (WLFC) is pulling ahead at 18.
7% versus 18. 5% for GE Aerospace (GE). On earnings-per-share growth, the picture is similar: GE Aerospace grew EPS 36. 2% year-over-year, compared to 0. 3% for Willis Lease Finance Corporation. Over a 3-year CAGR, WLFC leads at 29. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — WLFC or GE?
GE Aerospace (GE) is the more profitable company, earning 19.
0% net margin versus 16. 8% for Willis Lease Finance Corporation — meaning it keeps 19. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WLFC leads at 32. 3% versus 19. 1% for GE. At the gross margin level — before operating expenses — WLFC leads at 65. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is WLFC or GE more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Willis Lease Finance Corporation (WLFC) is the more undervalued stock at a PEG of 0. 23x versus GE Aerospace's 3. 21x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Willis Lease Finance Corporation (WLFC) trades at 16. 5x forward P/E versus 37. 9x for GE Aerospace — 21. 4x cheaper on a one-year earnings basis.
08Which pays a better dividend — WLFC or GE?
All stocks in this comparison pay dividends.
GE Aerospace (GE) offers the highest yield at 0. 5%, versus 0. 4% for Willis Lease Finance Corporation (WLFC).
09Is WLFC or GE better for a retirement portfolio?
For long-horizon retirement investors, Willis Lease Finance Corporation (WLFC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+837.
9% 10Y return). Both have compounded well over 10 years (WLFC: +837. 9%, GE: +109. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between WLFC and GE?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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