Free Trial

Air Lease (AL) Competitors

$45.94
-0.26 (-0.56%)
(As of 06/7/2024 ET)

AL vs. WSO, WCC, AIT, BECN, GATX, MSM, RUSHA, HEES, MRC, and BXC

Should you be buying Air Lease stock or one of its competitors? The main competitors of Air Lease include Watsco (WSO), WESCO International (WCC), Applied Industrial Technologies (AIT), Beacon Roofing Supply (BECN), GATX (GATX), MSC Industrial Direct (MSM), Rush Enterprises (RUSHA), H&E Equipment Services (HEES), MRC Global (MRC), and BlueLinx (BXC). These companies are all part of the "trading companies & distributors" industry.

Air Lease vs.

Watsco (NYSE:WSO) and Air Lease (NYSE:AL) are both construction companies, but which is the superior business? We will contrast the two companies based on the strength of their valuation, media sentiment, analyst recommendations, community ranking, earnings, risk, institutional ownership, profitability and dividends.

Watsco presently has a consensus price target of $404.25, indicating a potential downside of 12.65%. Air Lease has a consensus price target of $53.80, indicating a potential upside of 17.08%. Given Watsco's stronger consensus rating and higher probable upside, analysts plainly believe Air Lease is more favorable than Watsco.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Watsco
1 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.29
Air Lease
0 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.80

Air Lease has lower revenue, but higher earnings than Watsco. Air Lease is trading at a lower price-to-earnings ratio than Watsco, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Watsco$7.28B2.56$536.34M$13.0035.60
Air Lease$2.68B1.91$614.62M$4.969.26

In the previous week, Air Lease had 2 more articles in the media than Watsco. MarketBeat recorded 7 mentions for Air Lease and 5 mentions for Watsco. Air Lease's average media sentiment score of 1.33 beat Watsco's score of 0.79 indicating that Watsco is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Watsco
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Air Lease
5 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Watsco pays an annual dividend of $10.80 per share and has a dividend yield of 2.3%. Air Lease pays an annual dividend of $0.84 per share and has a dividend yield of 1.8%. Watsco pays out 83.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Air Lease pays out 16.9% of its earnings in the form of a dividend. Watsco has increased its dividend for 11 consecutive years. Watsco is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Watsco has a beta of 0.88, indicating that its stock price is 12% less volatile than the S&P 500. Comparatively, Air Lease has a beta of 1.62, indicating that its stock price is 62% more volatile than the S&P 500.

Air Lease received 247 more outperform votes than Watsco when rated by MarketBeat users. Likewise, 73.22% of users gave Air Lease an outperform vote while only 55.46% of users gave Watsco an outperform vote.

CompanyUnderperformOutperform
WatscoOutperform Votes
330
55.46%
Underperform Votes
265
44.54%
Air LeaseOutperform Votes
577
73.22%
Underperform Votes
211
26.78%

Air Lease has a net margin of 21.89% compared to Air Lease's net margin of 7.03%. Air Lease's return on equity of 19.26% beat Watsco's return on equity.

Company Net Margins Return on Equity Return on Assets
Watsco7.03% 19.26% 12.65%
Air Lease 21.89%9.00%2.10%

89.7% of Watsco shares are owned by institutional investors. Comparatively, 94.6% of Air Lease shares are owned by institutional investors. 12.9% of Watsco shares are owned by insiders. Comparatively, 6.6% of Air Lease shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Summary

Air Lease beats Watsco on 11 of the 21 factors compared between the two stocks.

Get Air Lease News Delivered to You Automatically

Sign up to receive the latest news and ratings for AL and its competitors with MarketBeat's FREE daily newsletter.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding AL and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

AL vs. The Competition

MetricAir LeaseEquipment rental & leasing IndustryTransportation SectorNYSE Exchange
Market Cap$5.12B$6.15B$9.88B$17.65B
Dividend Yield1.79%2.36%3.60%3.54%
P/E Ratio9.2614.6521.2625.56
Price / Sales1.911.4622.8314.06
Price / Cash2.883.6815.9819.71
Price / Book0.712.172.054.99
Net Income$614.62M$542.12M$669.45M$975.33M
7 Day Performance-3.55%-2.14%-1.02%-1.87%
1 Month Performance-6.19%1.74%1.25%-0.74%
1 Year Performance10.27%9.33%14.56%8.66%

Air Lease Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WSO
Watsco
3.5676 of 5 stars
$474.90
+0.1%
$404.25
-14.9%
+32.9%$19.14B$7.28B36.537,425Positive News
WCC
WESCO International
3.2015 of 5 stars
$179.49
+0.4%
$191.17
+6.5%
+14.8%$9.12B$22.39B14.9520,000Analyst Downgrade
AIT
Applied Industrial Technologies
3.3676 of 5 stars
$193.00
+0.8%
$201.00
+4.1%
+38.2%$7.45B$4.41B20.236,200Analyst Revision
News Coverage
BECN
Beacon Roofing Supply
3.5258 of 5 stars
$97.06
+0.8%
$109.45
+12.8%
+34.6%$6.17B$9.12B-154.068,063Positive News
GATX
GATX
2.6061 of 5 stars
$137.96
+2.1%
$135.00
-2.1%
+3.5%$4.91B$1.41B19.652,020Positive News
MSM
MSC Industrial Direct
4.1539 of 5 stars
$85.90
+1.1%
$104.00
+21.1%
-10.2%$4.84B$4.01B15.427,377Analyst Downgrade
News Coverage
RUSHA
Rush Enterprises
4.5903 of 5 stars
$45.13
+0.8%
$52.67
+16.7%
+10.8%$3.55B$7.93B11.417,860Positive News
HEES
H&E Equipment Services
4.9653 of 5 stars
$47.37
-0.2%
$63.00
+33.0%
+4.4%$1.73B$1.47B10.142,765
MRC
MRC Global
3.768 of 5 stars
$13.29
+1.6%
$15.67
+17.9%
+27.3%$1.13B$3.41B15.452,800Positive News
BXC
BlueLinx
3.0138 of 5 stars
$102.89
+1.8%
$130.00
+26.3%
+4.6%$891.20M$3.14B19.302,000Positive News

Related Companies and Tools

This page (NYSE:AL) was last updated on 6/8/2024 by MarketBeat.com Staff

From Our Partners