Professional
Added to YB: 2024-12-02
Pitch date: 2024-11-27
WSC [bullish]
WillScot Holdings Corporation
-51.36%
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
$3.2B
Pitch Price
$37.89
Price Target
55.00 (+198%)
Dividend
1.59%
EV/EBITDA
9.64
P/E
14.64
EV/Sales
3.06
Sector
Construction and Engineering
Category
turnaround
Silver Beech Capital Portfolio Holding: WillScot Holdings Corporation
WSC: Specialty rentals co facing headwinds; 2024 EBITDA guidance down 9% to $1.06B. Failed McGrath merger ($180M fee). Still bullish: $55 target (45%+ upside), strong tailwinds (construction spend, rental penetration), $1B buyback, insider buying. Potential M&A target under new admin. Re-underwrite confirms conviction.
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