Added to YB: 2024-04-24
Pitch date: 2024-04-23
WSC [bullish]
WillScot Holdings Corporation
-45.39%
current return
Author Info
Sleep Well Investments shares deep dives into time-tested businesses with high reinvestment potential. Get their premium stock pitches for 20% off.
Company Info
WillScot Holdings Corporation provides turnkey temporary space solutions in the United States, Canada, and Mexico.
Market Cap
$3.2B
Pitch Price
$37.36
Price Target
N/A
Dividend
1.59%
EV/EBITDA
9.64
P/E
14.64
EV/Sales
3.06
Sector
Construction and Engineering
Category
turnaround
7th sleep-well ownership - WillScot Mobile Mini Holdings Corp.
WSC: Counter-cyclical portable storage/office leasing biz at 5yr low 10x EV/EBITDA. 25% margin, 30% ROE, 40% reinvestment rate. Mgmt targets 50% buyback of FCF (9% in LTM). Merger w/ #2 player to boost scale & margins. '26 target: $3B rev (5-10% CAGR), $1.5B EBITDA (40-45% margin), $2-4 FCF/share, 10-15% ROIC.
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