COMPARE · Reviewed August 3, 2026
R vs WLFC
Verdict: Side-by-side breakdown using the Bull Rankings model. R scored 60.4, WLFC scored 62.6 — WLFC leads.
Compare another set
Different reporting periods. R'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.
R
Ryder System, Inc.
60.4
$267.76 · $10.3B
fundamentals as of
Score gap
2.2
WLFC leads
WLFC
Willis Lease Finance Corporation
62.6
$73.38 · $1.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
R
stronger →← stronger
WLFC
65
Qualityreturns · margins · balance sheet
44
59
Growthrevenue & earnings expansion
88
57
Valuevaluation vs sector peers
63
WLFC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
R
WLFC
$687mC+
FCF
-$281mF
+1.1%C
Rev
+26.2%A-
2.94D
D/E
2.99D
21.3xB+
P/E
—
0.86B+
PEG
0.94B+
—
P/S
2.3xB
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
R
WLFC
30% below
Price vs fair valuelower is cheaper
—
~4%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+14%
1-yr DCF upside
—
+43%
5-yr DCF upside
—
+97%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
R
Why this score
- Buying back stock
- Raising its dividend
- Short track record
WLFC
Why this score
- Raising its dividend
The companies
RRyder System, Inc.
Why now
Rental & Leasing Services · market cap $10.3b. 6% off the 52-week high of $284.25. PEG 0.86 — paying under fair value for the growth rate. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $299.56 (implying +12% upside).
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 139% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 2.94 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Net margin 3.9% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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.