Added to YB: 2026-05-13
Pitch date: 2026-05-10
WSC [neutral]
WillScot Holdings Corporation
-37.12%
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
$3.3B
Pitch Price
$28.23
Price Target
72.00 (+306%)
Dividend
1.53%
EV/EBITDA
9.84
P/E
-48.31
EV/Sales
3.09
Sector
Construction and Engineering
Category
growth
WSC Q1 - data centers on horizon, lease rate inflection
WSC (earnings): Q1 beat drove +20% move on raised guides. Modular utilization at 13Q high (68%), pricing at 5Q high signals inflection. Mgmt pulled lease rev inflection forward to mid-'26 from early '27. Data center revs +50% YoY, now 25% of enterprise projects—expanded salesforce targeting AI/DC. 9x EV/EBITDA vs peers at 12x. FCF paying down debt. Bull case: DC narrative + lease inflection = 12x multiple on $1.3B EBITDA = $72/share, 27% IRR. Risk: NR construction remains weak.
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