Sunbelt Rentals Holdings, Inc. (SUNB)vsWillis Lease Finance Corporation (WLFC)
SUNB
Sunbelt Rentals Holdings, Inc.
$69.61
+3.69%
INDUSTRIALS · Cap: $27.74B
WLFC
Willis Lease Finance Corporation
$176.96
+0.71%
INDUSTRIALS · Cap: $1.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Sunbelt Rentals Holdings, Inc. generates 1521% more annual revenue ($10.93B vs $674.38M). WLFC leads profitability with a 18.2% profit margin vs 12.7%. WLFC appears more attractively valued with a PEG of 0.94. WLFC earns a higher WallStSmart Score of 71/100 (B).
SUNB
Hold50
out of 100
Grade: D+
WLFC
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
N/A
Fair Value
$22.17
Current Price
$69.61
$47.44 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
Generating 1.5B in free cash flow
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
2.7% revenue growth
Earnings declined 6.8%
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 : SUNB
The strongest argument for SUNB centers on Free Cash Flow. PEG of 1.04 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 : SUNB
The primary concerns for SUNB are Revenue Growth, EPS Growth.
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
SUNB profiles as a value stock while WLFC is a growth play — different risk/reward profiles.
SUNB carries more volatility with a beta of 1.65 — expect wider price swings.
WLFC is growing revenue faster at 26.1% — sustainability is the question.
SUNB generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
WLFC scores higher overall (71/100 vs 50/100), backed by strong 18.2% margins and 26.1% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Sunbelt Rentals Holdings, Inc.
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Sunbelt Rentals Holdings, Inc., engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada. The company is headquartered in Fort Mill, South Carolina.
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?