Reviewing WillScot (WSC) & Its Competitors

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

Volatility & Risk

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

Valuation & Earnings

This table compares WillScot and its competitors top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
WillScot	$2.40 billion	$28.13 million	310.33
WillScot Competitors	$3.46 billion	$122.33 million	12.58

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

Analyst Recommendations

This is a breakdown of recent recommendations for WillScot and its competitors, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
WillScot	0	5	5	0	2.50
WillScot Competitors	278	1006	1284	94	2.45

WillScot currently has a consensus target price of $40.63, indicating a potential upside of 45.45%. As a group, “REAL ESTATE OPS” companies have a potential upside of 17.70%. Given WillScot’s stronger consensus rating and higher probable upside, equities analysts plainly believe WillScot is more favorable than its competitors.

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 1.1% and pay out 41.6% of their earnings in the form of a dividend. WillScot lags its competitors as a dividend stock, given its lower dividend yield and higher payout ratio.

Insider & Institutional Ownership

95.8% of WillScot shares are owned by institutional investors. Comparatively, 58.4% of shares of all “REAL ESTATE OPS” companies are owned by institutional investors. 3.1% of WillScot shares are owned by company insiders. Comparatively, 23.4% of shares of all “REAL ESTATE OPS” companies are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Profitability

This table compares WillScot and its competitors’ 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%

Summary

WillScot beats its competitors 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.