Aaron's Holdings Company, Inc. (PRG) vs Willis Lease Finance Corporation (WLFC)

Aaron's Holdings Company, Inc. and Willis Lease Finance Corporation are both Rental & Leasing Services companies. Aaron's Holdings Company, Inc. is the larger, with a market value of $1.3B against $1.1B — 1.2× the size. Aaron's Holdings Company, Inc. trades at the lower P/E: 8.9× against 13.0×. Willis Lease Finance Corporation grew revenue faster over the last twelve months: 17.3% against 7.96%. Willis Lease Finance Corporation has the higher net margin (11.2% vs 5.61%) and the lower return on invested capital (2.62% vs 8.67%). Across the 21 metrics below, Aaron's Holdings Company, Inc. leads on 14 and Willis Lease Finance Corporation on 7.

Valuation

Metric PRG WLFC Rental & Leasing Services median
P/E 8.88 13.03 19.17
P/S 0.50 1.50 0.99
P/B 1.63 1.62 2.23
Price to free cash flow 4.12 n/m 8.31
EV/EBITDA 1.19 8.70 7.84
EV/Sales 0.81 4.31 2.53
Earnings yield 11.26% 7.68% 0.95%
Free cash flow yield 24.29% (8.24%) 1.43%

Profitability

Metric PRG WLFC Rental & Leasing Services median
Gross margin 94.71% 85.43% 49.40%
Operating margin 8.49% 32.48% 8.49%
Net margin 5.61% 11.24% 1.01%
Free cash flow margin 12.20% (11.63%) 1.87%
Return on equity 19.90% 12.96% 12.13%
Return on assets 8.37% 2.26% 0.24%
Return on invested capital 8.67% 2.62% 2.80%

Growth

Metric PRG WLFC Rental & Leasing Services median
Revenue growth (TTM) 7.96% 17.34% 3.21%
EPS growth (last fiscal year) (20.75%) 0.33% —
Revenue growth, 5-year CAGR (0.61%) 20.39% 12.97%
Net income growth, 5-year CAGR 0.00% 75.97% 0.00%

Health

Metric PRG WLFC Rental & Leasing Services median
Debt to equity 1.10 3.27 1.48
Current ratio 4.03 1.63 1.36
Net debt to EBITDA 0.16 5.98 4.32

Dividend

Metric PRG WLFC Rental & Leasing Services median
Dividend yield 0.40% — 1.59%
Payout ratio 0.00 0.00 0.00

Size

Metric PRG WLFC Rental & Leasing Services median
Market cap 1.30b 1.12b 2.42b

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