WillScot (WSC) & Its Competitors Critical Survey

WillScot (NASDAQ:WSC) is one of 82 publicly-traded companies in the “REAL ESTATE OPS” industry, but how does it compare to its rivals? We will compare WillScot to similar companies based on the strength of its analyst recommendations, profitability, risk, earnings, valuation, dividends and institutional ownership.

Analyst Ratings

This is a breakdown of current ratings and recommmendations for WillScot and its rivals, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
WillScot	0	5	5	0	2.50
WillScot Competitors	278	1008	1285	95	2.45

WillScot presently has a consensus target price of $40.63, indicating a potential upside of 43.15%. As a group, “REAL ESTATE OPS” companies have a potential upside of 17.57%. Given WillScot’s stronger consensus rating and higher possible upside, analysts clearly believe WillScot is more favorable than its rivals.

Earnings and Valuation

This table compares WillScot and its rivals top-line revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
WillScot	$2.40 billion	$28.13 million	315.33
WillScot Competitors	$3.48 billion	$127.83 million	12.58

WillScot’s rivals have higher revenue and earnings than WillScot. WillScot is trading at a higher price-to-earnings ratio than its rivals, indicating that it is currently more expensive than other companies in its industry.

Profitability

This table compares WillScot and its rivals’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
WillScot	0.63%	26.28%	4.68%
WillScot Competitors	-5.93%	-10.73%	0.15%

Risk and Volatility

WillScot has a beta of 1.25, suggesting that its share price is 25% more volatile than the S&P 500. Comparatively, WillScot’s rivals have a beta of 0.94, suggesting that their average share price is 6% less volatile than the S&P 500.

Dividends

WillScot pays an annual dividend of $0.28 per share and has a dividend yield of 1.0%. WillScot pays out 311.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. As a group, “REAL ESTATE OPS” companies pay a dividend yield of 1.4% and pay out 88.2% of their earnings in the form of a dividend. WillScot lags its rivals as a dividend stock, given its lower dividend yield and higher payout ratio.

Institutional and Insider Ownership

95.8% of WillScot shares are held by institutional investors. Comparatively, 58.4% of shares of all “REAL ESTATE OPS” companies are held by institutional investors. 3.1% of WillScot shares are held by insiders. Comparatively, 23.0% of shares of all “REAL ESTATE OPS” companies are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Summary

WillScot beats its rivals on 9 of the 15 factors compared.

WillScot Company Profile

WillScot Holdings Corporation provides workspace and portable storage solutions in the United States, Canada, and Mexico. It operates in two segments, Modular Solutions and Storage Solutions. Its modular solutions include panelized and stackable offices, single-wide modular space units, section modulars and redi-plex, classrooms, ground level offices, blast-resistant modules, clearspan structures, and other modular space; and portable storage solutions, such as portable and cold storage containers, as well as trailers. The company leases modular space and portable storage units to customers in the construction, commercial and industrial, retail and wholesale trade, energy and natural resources, education, government and institutions, and healthcare markets. The company offers its solutions primarily under the WillScot and Mobile Mini brand names. The company was formerly known as WillScot Mobile Mini Holdings Corp. and changed its name to WillScot Holdings Corporation in July 2024. WillScot Mobile Mini Holdings Corp. is headquartered in Phoenix, Arizona.