Reviewing WillScot (WSC) & Its Rivals

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

Insider and Institutional 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, 23.3% 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 company is poised for long-term growth.

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 peers as a dividend stock, given its lower dividend yield and higher payout ratio.

Analyst Recommendations

This is a summary of current ratings and recommmendations for WillScot and its peers, 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	279	1011	1286	96	2.45

WillScot currently has a consensus price target of $40.63, suggesting a potential upside of 43.81%. As a group, “REAL ESTATE OPS” companies have a potential upside of 16.99%. Given WillScot’s stronger consensus rating and higher probable upside, analysts plainly believe WillScot is more favorable than its peers.

Volatility & Risk

WillScot has a beta of 1.24, meaning that its stock price is 24% more volatile than the S&P 500. Comparatively, WillScot’s peers have a beta of 0.88, meaning that their average stock price is 12% less volatile than the S&P 500.

Valuation & Earnings

This table compares WillScot and its peers revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
WillScot	$2.40 billion	$28.13 million	313.89
WillScot Competitors	$3.45 billion	$122.33 million	12.99

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

Profitability

This table compares WillScot and its peers’ 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	-4.74%	-1.50%	0.41%

Summary

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

About WillScot

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.