COMPARE · Reviewed August 3, 2026
SUNB vs WLFC
Verdict: Side-by-side breakdown using the Bull Rankings model. SUNB scored 63.2, WLFC scored 62.6 — SUNB leads.
Compare another set
SUNB
Sunbelt Rentals Holdings, Inc.
63.2
$80.12 · $32.8B
fundamentals as of
Score gap
0.6
SUNB leads
WLFC
Willis Lease Finance Corporation
62.6
$73.38 · $1.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
SUNB
stronger →← stronger
WLFC
66
Qualityreturns · margins · balance sheet
44
58
Growthrevenue & earnings expansion
88
66
Valuevaluation vs sector peers
63
SUNB is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
SUNB
WLFC
$1.6bC+
FCF
-$281mF
+4.4%C+
Rev
+26.2%A-
1.43C
D/E
2.99D
25.4xB
P/E
—
1.37B
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
SUNB
WLFC
65% above
Price vs fair valuelower is cheaper
—
~23%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-48%
1-yr DCF upside
—
-39%
5-yr DCF upside
—
-26%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
SUNB
Why this score
- Buying back stock
- Short track record
WLFC
Why this score
- Raising its dividend
The companies
SUNBSunbelt Rentals Holdings, Inc.
Why now
Rental & Leasing Services · market cap $32.8b. 8% off the 52-week high of $86.68. 14 sell-side analysts rate this a Buy with a mean 1-yr target of $84.71 (implying +6% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Beta 1.65 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 13.1x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. Net margin 0.0% 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.