Willis Lease Finance vs Thomson Reuters: Which Is the Stronger Buy Today?

TRI: Thomson Reuters logo
TRI
Thomson Reuters

Thomson Reuters fell -11% during the past Week. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer Willis Lease Finance gives you more. Willis Lease Finance (WLFC) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Thomson Reuters (TRI) stock, suggesting you may be better off investing in WLFC

  • WLFC’s quarterly revenue growth was 23.2%, vs. TRI’s 9.8%.
  • In addition, its Last 12 Months revenue growth came in at 26.2%, ahead of TRI’s 5.4%.
  • WLFC leads on profitability over both periods – LTM margin of 37.7% and 3-year average of 40.0%.

These differences become even clearer when you look at the financials side by side. The table highlights how TRI’s fundamentals stack up against those of WLFC on growth, margins, momentum, and valuation multiples.

Trefis: TRI Stock Insights

Valuation & Performance Overview

  TRI WLFC Preferred
     
Valuation      
P/EBIT Ratio 17.7 4.4 WLFC
     
Revenue Growth      
Last Quarter 9.8% 23.2% WLFC
Last 12 Months 5.4% 26.2% WLFC
Last 3 Year Average 4.6% 32.2% WLFC
     
Operating Margins      
Last 12 Months 26.9% 37.7% WLFC
Last 3 Year Average 25.6% 40.0% WLFC
     
Momentum      
Last 3 Year Return -28.9% 356.1% WLFC

Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.

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See detailed fundamentals on Buy or Sell WLFC Stock and Buy or Sell TRI Stock. Below we compare market return and related metrics across years.

Historical Market Performance

  2021 2022 2023 2024 2025 2026 Total [1] Avg Best
Returns
TRI Return 48% -3% 30% 11% -17% -34% 15%    
WLFC Return 24% 57% -17% 333% -34% 36% 523%   <===
S&P 500 Return 27% -19% 24% 23% 16% 8% 97%    
Monthly Win Rates [3]
TRI Win Rate 75% 42% 67% 33% 42% 17%   46%  
WLFC Win Rate 42% 42% 58% 75% 33% 67%   53%  
S&P 500 Win Rate 75% 42% 67% 75% 67% 50%   62% <===
Max Drawdowns [4]
TRI Max Drawdown -8% -22% -14% -12% -39% -40%   -23%  
WLFC Max Drawdown -26% -19% -41% -18% -47% -28%   -30%  
S&P 500 Max Drawdown -5% -25% -10% -8% -19% -9%   -13% <===

[1] Cumulative total returns since the beginning of 2021
[2] 2026 data is for the year up to 6/8/2026 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year

No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read WLFC Dip Buyer Analyses and TRI Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.

Still not sure about TRI or WLFC? Consider portfolio approach.

Portfolios Win When Stock Picks Fall Short

Individual stocks can soar or tank, but one thing matters: staying invested. The right portfolio can help you stay invested, capture upside, and mitigate the downside associated with any individual stock.

Beating the market consistently is hard, but the Trefis High Quality (HQ) Portfolio makes it look achievable. By selecting 30 high-conviction stocks, the HQ strategy has historically outpaced the S&P 500, S&P Mid-cap, and Russell 2000. See how this curated selection delivers superior risk-adjusted returns in our detailed performance factsheet.