WillScot Mobile Mini Holdings Corp. (WSC) AI Stock Analysis

WillScot Mobile Mini Holdings Corp. specializes in providing work space and portable storage solutions across the United States, Canada, Mexico, and the United Kingdom. The company leases modular space units and portable storage units to customers across commercial, industrial, construction, education, energy, and government sectors. Operating primarily through its WillScot and Mobile Mini brands, its fleet included approximately 390,000 units as of December 31, 2021, encompassing 162,000 modular space units, 213,000 portable storage units, and 13,000 tank and pump units, along with related value-added products and services.

Between FY2020 and FY2025, revenue grew at a 5-year CAGR of 12.4%, peaking at $2.40B in FY2024 before falling 4.8% to $2.28B in FY2025. Gross margin contracted from 54.3% in FY2024 to 46.8% in FY2025, while operating margin was 21.4%. The company shifted from net income of $28.1M in FY2024 to a net loss of -$53.0M in FY2025, with EPS of $1.10. Over the trailing twelve months, revenue reached $2.29B with a profit margin of -3.0% and EPS of -$0.38. In the quarter ended June 30, 2026, revenue increased 3.9% year-over-year, while earnings declined 0.2%.

As of June 30, 2026, WillScot Mobile Mini held $18.2M in cash and short-term investments against total debt of $3.79B, resulting in net debt of $3.78B. Shareholders' equity stood at $910.7M, yielding a debt-to-equity ratio of 4.17 and a current ratio of 0.81. During FY2025, operating cash flow was $762.0M and capital expenditures were $24.3M, leaving $737.7M in free cash flow. The company allocated $99.9M to share buybacks and paid $51.1M in dividends in FY2025, reducing its share count by 20.9% over five years.

WillScot Mobile Mini trades at a forward P/E of 14.1x, below the 17.2x median of its US-listed Industrials peers. Its EV-to-EBITDA stands at 12.7x, compared to the peer median of 13.9x, and its price-to-sales ratio is 1.3x versus the peer median of 1.5x. The PEG ratio is 0.94. The company has a market capitalization of $2.88B and an enterprise value of $7.02B. Over the past year, the stock fell 27.2%, underperforming the S&P 500 (SPY), which gained 16.8%. Over five years, the stock dropped 50.6% compared to an 83.0% return for the benchmark.

WillScot Mobile Mini pays a forward annual dividend of $0.28 per share, representing a 1.76% dividend yield and a 25.9% payout ratio. Dividends are paid quarterly and have been distributed for 2 consecutive years. The last ex-dividend date was September 2, 2026.

Wall Street analysts hold 3 Strong Buy and 7 Hold ratings, with no Buy, Sell, or Strong Sell recommendations. The mean price target is $26.20, representing an upside of 65.0% from the last close of $15.88. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $2.31B and EPS of $1.13, a 5.9% decline. For the next fiscal year, 10 analysts estimate revenue of $2.36B and EPS of $1.29. The company beat EPS estimates in 3 of the last 4 quarters, with the next earnings release scheduled for November 5, 2026.

This page is an AI-written research summary of WillScot Mobile Mini Holdings Corp. (WSC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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