WillScot Holdings Corporation Class A Common Stock (WSC)

FairStock Score: 30/100 — RISKY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a value investor, I seek durable businesses at fair prices. WillScot rents modular space and portable storage, a necessary service. Its 4,700 employees and broad fleet offer some local scale, but the industry is competitive and capital-intensive. The financials show a turnaround: for fiscal year 2025, the year ended 2025-12-31, revenue was $2.3 billion and net income was -$53.0 million, a loss after earlier profits. Yet recent quarters are brighter. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $612.2 million and net income was $47.0 million, up from $548.6 million and $28.1 million in fiscal Q1 2026. Free cash flow is $297.8 million trailing twelve months, a 9.5% yield on the $3.1 billion market cap. However, the balance sheet is stretched: FairStock calculates D/E at 4.17 and an Altman Z-Score of 0.35, signaling distress. The Piotroski F-Score of 7/9 is encouraging. At the 2026-10-13 close of $17.29, FairStock's P/E is -45.50 and P/B is 3.59. The EV/EBITDA of 12.52 is not cheap. The Lynch category is TURNAROUND — Loss in the latest year after earlier profits. The 52-week range of $14.91-$29.77 shows volatility. This is a classic risk-reward situation: if the turnaround continues, the cash flow yield and low price could reward patient investors; but the debt load and low Altman score mean the margin of safety is thin. I would watch for consistent quarterly profits and debt reduction before getting excited.

In plain English: WillScot rents temporary offices and storage containers. The business lost money in its latest full year but has been profitable in recent quarters. The stock price may look low compared to the cash it generates, but the company carries a lot of debt.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer