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Air Lease (AL) Competitors

$47.64
+0.57 (+1.21%)
(As of 05/31/2024 ET)

AL vs. WSO, WCC, AIT, BECN, MSM, GATX, 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), MSC Industrial Direct (MSM), GATX (GATX), 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 businesses based on the strength of their institutional ownership, media sentiment, risk, profitability, analyst recommendations, valuation, earnings, dividends and community ranking.

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 raised its dividend for 11 consecutive years and Air Lease has raised its dividend for 12 consecutive years.

Watsco presently has a consensus price target of $404.25, suggesting a potential downside of 14.88%. Air Lease has a consensus price target of $53.80, suggesting a potential upside of 12.98%. Given Watsco's stronger consensus rating and higher probable upside, analysts clearly 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 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%

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, endowments and hedge funds believe a stock is poised for long-term growth.

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%

Watsco has a beta of 0.86, meaning that its stock price is 14% less volatile than the S&P 500. Comparatively, Air Lease has a beta of 1.63, meaning that its stock price is 63% more volatile than the S&P 500.

In the previous week, Air Lease had 1 more articles in the media than Watsco. MarketBeat recorded 7 mentions for Air Lease and 6 mentions for Watsco. Watsco's average media sentiment score of 0.95 beat Air Lease's score of 0.83 indicating that Air Lease is being referred to more favorably in the news media.

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

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$7.28B2.63$536.34M$13.0036.53
Air Lease$2.71B1.96$614.62M$4.969.60

Summary

Air Lease beats Watsco on 13 of the 21 factors compared between the two stocks.

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.
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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.
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AL vs. The Competition

MetricAir LeaseEquipment rental & leasing IndustryTransportation SectorNYSE Exchange
Market Cap$5.31B$6.36B$10.11B$17.83B
Dividend Yield1.80%2.47%3.54%3.54%
P/E Ratio9.6011.2819.3522.12
Price / Sales1.961.5023.3010.50
Price / Cash2.883.7015.8518.95
Price / Book0.732.182.165.90
Net Income$614.62M$542.12M$671.06M$976.46M
7 Day Performance-1.87%2.09%0.88%0.61%
1 Month Performance-5.27%7.74%6.41%4.78%
1 Year Performance21.76%21.09%20.55%23.99%

Air Lease Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WSO
Watsco
3.7457 of 5 stars
$489.54
+2.2%
$404.25
-17.4%
+46.5%$19.73B$7.28B37.667,425Positive News
WCC
WESCO International
3.1991 of 5 stars
$191.18
+2.4%
$187.00
-2.2%
+30.6%$9.72B$22.39B15.9220,000Dividend Announcement
Analyst Downgrade
Insider Selling
News Coverage
AIT
Applied Industrial Technologies
4.0533 of 5 stars
$195.72
+0.1%
$201.00
+2.7%
+56.6%$7.56B$4.41B20.526,200Short Interest ↓
Analyst Revision
BECN
Beacon Roofing Supply
3.6962 of 5 stars
$97.22
+2.5%
$107.64
+10.7%
+51.8%$6.18B$9.12B-154.328,063Analyst Forecast
Short Interest ↑
MSM
MSC Industrial Direct
3.9826 of 5 stars
$88.35
-0.3%
$107.00
+21.1%
-4.5%$4.97B$4.01B15.867,377Analyst Downgrade
Short Interest ↑
News Coverage
GATX
GATX
3.0435 of 5 stars
$136.56
+1.2%
$135.00
-1.1%
+16.0%$4.86B$1.41B19.452,020Short Interest ↓
Positive News
RUSHA
Rush Enterprises
4.6239 of 5 stars
$44.55
+1.8%
$52.67
+18.2%
+29.5%$3.50B$7.93B11.267,860Positive News
HEES
H&E Equipment Services
4.9789 of 5 stars
$48.47
+1.9%
$63.00
+30.0%
+31.7%$1.77B$1.47B10.382,765
MRC
MRC Global
4.0031 of 5 stars
$13.13
-0.1%
$15.67
+19.3%
+52.9%$1.12B$3.41B15.272,800Positive News
BXC
BlueLinx
2.9401 of 5 stars
$104.45
+2.6%
$130.00
+24.5%
+25.4%$904.71M$3.14B19.602,000Analyst Forecast

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This page (NYSE:AL) was last updated on 6/1/2024 by MarketBeat.com Staff

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