COMPARE · Reviewed August 3, 2026
GATX vs WLFC
Verdict: Side-by-side breakdown using the Bull Rankings model. GATX scored 62.9, WLFC scored 62.6 — GATX leads.
Compare another set
Different reporting periods. GATX's fundamentals are as of June 2026, but WLFC's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
GATX
GATX Corporation
62.9
$181.03 · $6.4B
fundamentals as of
Score gap
0.3
GATX leads
WLFC
Willis Lease Finance Corporation
62.6
$73.38 · $1.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
GATX
stronger →← stronger
WLFC
51
Qualityreturns · margins · balance sheet
44
85
Growthrevenue & earnings expansion
88
57
Valuevaluation vs sector peers
63
WLFC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
GATX
WLFC
-$858mF
FCF
-$281mF
+22.8%A-
Rev
+26.2%A-
3.48D
D/E
2.99D
3.1xB
P/S
2.3xB
0.64A-
PEG
0.94B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Model signals
GATX
Why this score
- Raising its dividend
- Short track record
WLFC
Why this score
- Raising its dividend
The companies
GATXGATX Corporation
Why now
Rental & Leasing Services · market cap $6.4b. 12% off the 52-week high of $205.56. Revenue growing +23%, comfortably above the S&P median. PEG 0.64 — paying under fair value for the growth rate. 4 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $219.75 (implying +21% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
D/E 3.48 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$858m) — capital raises or debt issuance likely required; dilution / leverage risk.
WLFCWillis Lease Finance Corporation
Why now
Rental & Leasing Services · market cap $1.8b. 10% off the 52-week high of $81.54. Revenue growing +26% — in hypergrowth territory. PEG 0.94 — paying under fair value for the growth rate.
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
D/E 2.99 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$281m) — capital raises or debt issuance likely required; dilution / leverage risk.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.