Added to YB: 2026-02-25
Pitch date: 2026-02-22
WSC [bullish]
WillScot Holdings Corporation
+3.31%
current return
Author Info
No bio for this author
Company Info
WillScot Holdings Corporation provides turnkey temporary space solutions in the United States, Canada, and Mexico.
Market Cap
$4.1B
Pitch Price
$22.97
Price Target
N/A
Dividend
1.23%
EV/EBITDA
10.96
P/E
-78.51
EV/Sales
3.51
Sector
Construction and Engineering
Category
turnaround
WSC - early innings of a turnaround
WSC: Q4 & 26' guide missed, stock up 17% YTD on forward-looking optimism. Mgmt sandbagged guidance (didn't assume improvement); internal targets 'comfortably exceed' outlook. Jan/Feb beat targets; data center revenue could be +50% YOY (Boswell: like oil boom 2011-13). Storage rates bottomed. 29-31 EPS est $2.80, but $4+ FCF/share likely vs $476M peak. Demand-driven capex flexible; FCF margin >20% if activity slows. Early turnaround innings.
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