WMS vs WSC
Advanced Drainage Systems vs WillScot Holdings Corporation — AI-powered side-by-side comparison
WMS
Advanced Drainage Systems
71
Buy
VS
WSC
WillScot Holdings Corporation
43
Reduce
| Metric | WMS | WSC |
|---|
| AI Score |
71
|
43
|
| Price |
$143.75
|
$22.91
|
| P/E Ratio |
24.64×
|
-61.86×
|
| ROE |
22.1%
|
-6.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
37.6%
|
48.4%
|
| Debt / Equity |
0.95×
|
4.17×
|
| Dividend Yield |
0.5%
|
1.2%
|
| RSI (14) |
42.5
|
27.6
|
| Beta |
1.286
|
1.334
|
| Expected Upside |
+2.6%
|
—
|
AI Committee View
Current Innellis committee reasoning for WMS versus WSC.
WMS leads by 28 points.
WMS scores 71/100 (Buy) versus WSC at 43/100 (Reduce).
WMS Committee View
100% agreement
4 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
- Bearish candlestick pattern(s) detected: Three Black Crows.
WSC Committee View
67% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -2.5% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- Market regime is bullish (Bull market -- normal position sizing) — Macro
- Beta of 1.40 means this name should amplify a favorable market regime — Macro
Bear Case
- Price-to-book of 4.0x prices in significant intangible value — Value
- ROE of only -7.4% -- cheap may mean cheap for a reason — Value
- Debt-to-equity of 4.19 adds balance-sheet risk to the value case — Value