WillScot Holdings Corporation (WSC) has a MoatMap StockRank of 51/100 based on Quality (32/100), Value (36/100), and Momentum (69/100) factor scores. The current signal is HOLD. WillScot is a high-conviction compounder with a dominant market share in modular space leasing. It is a prime beneficiary of the Supply Chain Localization theme, as US manufacturing nearshoring and gigafactory construction drive multi-year demand for temporary site infrastructure. With over 40% market share, immense pricing power, and an asset-light leasing model that generates high ROIC and compounding free cash flow, it fits the Buffett and Terry Smith lenses perfectly.
WillScot Mobile Mini Holdings Corporation is a leading North American provider of modular space and portable storage solutions, offering "Ready to Work" services including furniture, technology, and amenities. The company maintains a dominant market position due to its extensive fleet, broad branch network, and integrated service offerings, enabling rapid deployment and comprehensive customer solutions. This scale and service breadth create a significant competitive barrier in the temporary workspace industry.
| Price | $27.53 |
| Market Cap | $4.7B |
| P/E (Forward) | 19.42 |
| Price/Book | 5.60 |
| Return on Equity | -7.2% |
| Return on Invested Capital | 3.4% |
| Debt/Equity | 438.35 |
| Gross Margin | 52.4% |
| Operating Margin | 18.6% |
| Revenue Growth | -2.0% |
| Dividend Yield | 1.1% |
| Free Cash Flow | $327M |
WillScot Holdings Corporation operates in the Rental & Leasing Services industry, part of the Industrials sector (United States).