Professional
Added to YB: 2025-11-11
Pitch date: 2025-11-06
WSC [neutral]
WillScot Holdings Corporation
+25.74%
current return
Author Info
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Company Info
WillScot Holdings Corporation provides turnkey temporary space solutions in the United States, Canada, and Mexico.
Market Cap
$4.7B
Pitch Price
$19.20
Price Target
N/A
Dividend
1.08%
EV/EBITDA
11.76
P/E
-68.89
EV/Sales
3.74
Sector
Construction and Engineering
Category
N/A
WSC: 2026 estimates likely need to be slashed
WSC (update): Bearish on modular/storage rental co. 3Q25 miss likely, 2H25 guidance at risk. Non-residential construction weak, URI aggressively competing in data centers. UOR declining -5.6%/-13.8% modular/storage, pricing tailwinds exhausted. 2026 EBITDA estimates $1.037B appear unrealistic given deployment trends. Sell-side cuts coming.
Read full article (4 min)