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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash to Debt 0.10
WAIR's Cash to Debt is ranked lower than
64% of the 236 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.12 vs. WAIR: 0.10 )
WAIR' s 10-Year Cash to Debt Range
Min: 0.05   Max: No Debt
Current: 0.1

Equity to Asset 0.54
WAIR's Equity to Asset is ranked higher than
67% of the 236 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.49 vs. WAIR: 0.54 )
WAIR' s 10-Year Equity to Asset Range
Min: 0.43   Max: 0.54
Current: 0.54

0.43
0.54
F-Score: 5
Z-Score: 3.56
M-Score: -2.30
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry
vs
history
Operating margin (%) 20.05
WAIR's Operating margin (%) is ranked higher than
97% of the 238 Companies
in the Global Industrial Distribution industry.

( Industry Median: 3.93 vs. WAIR: 20.05 )
WAIR' s 10-Year Operating margin (%) Range
Min: 20.05   Max: 23.52
Current: 20.05

20.05
23.52
Net-margin (%) 11.63
WAIR's Net-margin (%) is ranked higher than
94% of the 238 Companies
in the Global Industrial Distribution industry.

( Industry Median: 2.40 vs. WAIR: 11.63 )
WAIR' s 10-Year Net-margin (%) Range
Min: 9.54   Max: 11.88
Current: 11.63

9.54
11.88
ROE (%) 12.11
WAIR's ROE (%) is ranked higher than
83% of the 236 Companies
in the Global Industrial Distribution industry.

( Industry Median: 7.04 vs. WAIR: 12.11 )
WAIR' s 10-Year ROE (%) Range
Min: 12.03   Max: 13.5
Current: 12.11

12.03
13.5
ROA (%) 6.43
WAIR's ROA (%) is ranked higher than
84% of the 238 Companies
in the Global Industrial Distribution industry.

( Industry Median: 2.95 vs. WAIR: 6.43 )
WAIR' s 10-Year ROA (%) Range
Min: 4.66   Max: 6.43
Current: 6.43

4.66
6.43
ROC (Joel Greenblatt) (%) 23.85
WAIR's ROC (Joel Greenblatt) (%) is ranked higher than
79% of the 238 Companies
in the Global Industrial Distribution industry.

( Industry Median: 16.15 vs. WAIR: 23.85 )
WAIR' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 22.88   Max: 28.2
Current: 23.85

22.88
28.2
» WAIR's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2013

WAIR Guru Trades in Q1 2013

Jeremy Grantham 27,900 sh (+14.34%)
Chuck Royce 1,920,887 sh (+13.5%)
Ruane Cunniff Sold Out
» More
Q2 2013

WAIR Guru Trades in Q2 2013

Chris Davis 1,437,261 sh (New)
Steven Cohen 19,473 sh (New)
Chuck Royce 2,666,187 sh (+38.8%)
Jeremy Grantham 30,600 sh (+9.68%)
» More
Q3 2013

WAIR Guru Trades in Q3 2013

Paul Tudor Jones 24,300 sh (New)
Chris Davis 4,650,008 sh (+223.53%)
Chuck Royce 2,605,887 sh (-2.26%)
Jeremy Grantham 28,900 sh (-5.56%)
Steven Cohen 11,444 sh (-41.23%)
» More
Q4 2013

WAIR Guru Trades in Q4 2013

Joel Greenblatt 12,352 sh (New)
Jim Simons 91,200 sh (New)
Jeremy Grantham 34,700 sh (+20.07%)
Paul Tudor Jones 25,904 sh (+6.6%)
Chris Davis 4,911,177 sh (+5.62%)
Steven Cohen Sold Out
Chuck Royce 2,316,287 sh (-11.11%)
» More
» Details

Insider Trades

Latest Guru Trades with WAIR

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2013-12-31 New Buy0.01%$18.27 - $22.27 $ 21.196%12352
Ruane Cunniff 2013-03-31 Sold Out 0.03%$13.14 - $14.89 $ 21.1954%0
Ruane Cunniff 2012-12-31 Add 34.88%0.01%$12.4 - $13.93 $ 21.1959%290000
Ruane Cunniff 2012-09-30 New Buy0.02%$12.6 - $15.18 $ 21.1954%215000
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Top Ranked Articles about Wesco Aircraft Holdings Inc

Guru Real Time Activity: August 19-23
Over the past couple of weeks we’ve seen three Guru Real Time Picks alongside the release of the esteemed gurus’ second quarter portfolios. Over the past week we’ve seen buys from gurus like Mario Gabelli, Prem Watsa and Michael Dell. [b] Read more...
Chris Davis' New York Venture Fund Top 5 New Stock Buys
Chris Davis’ Davis New York Venture Fund has beaten the market since inception, which it attributes to buying durable, well-managed companies at a discount to intrinsic value and holding for the long term. But it is currently in a spot of underperformance. Year to date, the fund trails the S&P500 10.07% to 18.9%. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 18.70
WAIR's P/E(ttm) is ranked higher than
57% of the 206 Companies
in the Global Industrial Distribution industry.

( Industry Median: 18.50 vs. WAIR: 18.70 )
WAIR' s 10-Year P/E(ttm) Range
Min: 11.05   Max: 20.51
Current: 18.7

11.05
20.51
P/B 2.30
WAIR's P/B is ranked lower than
61% of the 227 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.30 vs. WAIR: 2.30 )
WAIR' s 10-Year P/B Range
Min: 1.22   Max: 2.38
Current: 2.3

1.22
2.38
P/S 2.23
WAIR's P/S is ranked lower than
86% of the 239 Companies
in the Global Industrial Distribution industry.

( Industry Median: 0.57 vs. WAIR: 2.23 )
WAIR' s 10-Year P/S Range
Min: 1.17   Max: 2.35
Current: 2.23

1.17
2.35
PFCF 44.00
WAIR's PFCF is ranked lower than
73% of the 125 Companies
in the Global Industrial Distribution industry.

( Industry Median: 17.71 vs. WAIR: 44.00 )
WAIR' s 10-Year PFCF Range
Min: 10.41   Max: 46.56
Current: 44

10.41
46.56
EV-to-EBIT 14.30
WAIR's EV-to-EBIT is ranked higher than
56% of the 215 Companies
in the Global Industrial Distribution industry.

( Industry Median: 14.30 vs. WAIR: 14.30 )
WAIR' s 10-Year EV-to-EBIT Range
Min: 8.4   Max: 14.7
Current: 14.3

8.4
14.7

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 8.60
WAIR's Price/Tangible Book is ranked lower than
84% of the 218 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.30 vs. WAIR: 8.60 )
WAIR' s 10-Year Price/Tangible Book Range
Min: 8.91   Max: 24.84
Current: 8.6

8.91
24.84
Price/Median PS Value 1.20
WAIR's Price/Median PS Value is ranked lower than
59% of the 225 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.10 vs. WAIR: 1.20 )
WAIR' s 10-Year Price/Median PS Value Range
Min: 0.78   Max: 1.26
Current: 1.2

0.78
1.26
Price/Graham Number 2.60
WAIR's Price/Graham Number is ranked lower than
69% of the 190 Companies
in the Global Industrial Distribution industry.

( Industry Median: 1.00 vs. WAIR: 2.60 )
WAIR' s 10-Year Price/Graham Number Range
Min: 2.4   Max: 3.71
Current: 2.6

2.4
3.71
Earnings Yield (Greenblatt) 7.00
WAIR's Earnings Yield (Greenblatt) is ranked higher than
60% of the 223 Companies
in the Global Industrial Distribution industry.

( Industry Median: 7.00 vs. WAIR: 7.00 )
WAIR' s 10-Year Earnings Yield (Greenblatt) Range
Min: 6.8   Max: 11.9
Current: 7

6.8
11.9

Business Description

Industry: Industrial Distribution » Industrial Distribution
Compare: » details
Traded in other countries:W5A.Germany
Wesco Aircraft was incorporated in Delaware on July 21, 2006. The company is a one of the world's largest distributors and providers of comprehensive supply chain management services to the global aerospace industry. Its services range from traditional distribution to the management of supplier relationships, quality assurance, kitting, just-in-time, or JIT, delivery and point-of-use inventory management. The company supply approximately 450,000 different stock keeping units, or SKUs, including hardware, bearings, tools and more recently, electronic components and machined parts. It believes it offer a compelling value proposition to both customers and suppliers. Customers that utilize its comprehensive JIT supply chain management services are frequently able to realize significant benefits including: reduced inventory levels, fewer disruptions of production schedules, improved quality assurance and reduced administrative and overhead costs. It intends to pursue the following strategies in order to continue to grow business: Continued Focus on Operational Excellence: It intends to further existing customer relationships by continuing to invest in highly customized IT system and providing on-time delivery performance and quality assurance; Win New Business from Existing Customers: The company continues its strategy of expanding relationships with existing customers by transitioning them to comprehensive JIT supply chain management services as well as expanding programs to include additional customer sites and SKUs, and by introducing new supply chain solutions that minimize costs, improve productivity and lower inventory investment; Expand Customer Base: It plans to expand customer base and have had significant success in winning business when competing distributors have been unable to meet customer service level requirements and in situations where customers have outsourced work that was previously performed internally; Selectively Pursue Strategic Acquisitions: Its industry is highly fragmented and believes that there are opportunities for continued consolidation. It recognizes product and service revenue when (i) persuasive evidence of an arrangement exists, (ii) title transfers to the customer, (iii) the sales price charged is fixed or determinable and (iv) collection is reasonably assured. Its product categories include the following: Hardware: Fasteners is a largest product category, comprising approximately 83% of hardware sales in fiscal 2010. Fasteners include a wide range of highly engineered aerospace parts that are designed to hold together two or more components, such as rivets (both blind and solid), bolts (including blind bolts), screws, nuts and washers; Bearings: Its product offering includes a variety of standard anti-friction products designed to both commercial and military aircraft specifications, such as airframe control bearings, rod ends, spherical bearings, ball bearing rod ends, roller bearings and bushin

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