Ryder System Inc (R)vsWillis Lease Finance Corporation (WLFC)
R
Ryder System Inc
$203.64
-0.58%
INDUSTRIALS · Cap: $8.03B
WLFC
Willis Lease Finance Corporation
$176.96
+0.71%
INDUSTRIALS · Cap: $1.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Ryder System Inc generates 1778% more annual revenue ($12.66B vs $674.38M). WLFC leads profitability with a 18.2% profit margin vs 3.9%. R appears more attractively valued with a PEG of 0.86. WLFC earns a higher WallStSmart Score of 71/100 (B).
R
Buy56
out of 100
Grade: C
WLFC
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-30.3%
Fair Value
$166.74
Current Price
$203.64
$36.90 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
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
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
4.5% earnings growth
3.9% margin — thin
Revenue declined 0.4%
Distress zone — elevated risk
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 : R
The strongest argument for R centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.86 suggests the stock is reasonably priced for its growth.
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 : R
The primary concerns for R are EPS Growth, Profit Margin, Revenue Growth. Debt-to-equity of 2.84 is elevated, increasing financial risk. Thin 3.9% margins leave little buffer for downturns.
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
R profiles as a value stock while WLFC is a growth play — different risk/reward profiles.
R carries more volatility with a beta of 0.91 — expect wider price swings.
WLFC is growing revenue faster at 26.1% — sustainability is the question.
R generates stronger free cash flow (344M), providing more financial flexibility.
Bottom Line
WLFC scores higher overall (71/100 vs 56/100), backed by strong 18.2% margins and 26.1% revenue growth. Both earn "Strong Buy" and "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.
Ryder System Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Ryder System, Inc. is a global transportation and logistics company. The company is headquartered in Miami, Florida.
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
Want to dig deeper into these stocks?