Get the Weekly Intelligence Brief — top committee picks every Sunday.
WSC · NASDAQ · STOCK

WillScot Holdings Corporation

Industrials Updated August 11, 2026
$22.91
52W $14.91 – $29.77
43/100
$4.14B
-61.9
1.33
AI Committee Verdict
Reduce
43/100
Conviction: Contested · 67% agreement · 6 analysts
Contested

Is WSC Bullish or Bearish?

Mixed. Innellis AI committee rates WillScot Holdings Corporation (WSC) Reduce with a composite score of 43/100 , based on 6 analysts with 67% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Watch
Requires a committee score of 45.0 — +1.70 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Sell
Requires the score to fall below 25.0 — -18.30 from today. The band boundary is 30.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

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 & Bear Case

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
  • News sentiment is positive (+0.20 across 15 articles, 14d) — News
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
  • Revenue declining -2.5% YoY -- this is not a growth story right now — Growth
  • RSI at 28 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
43/100
Agreement
67%
Analysts
6
Conviction
Contested
Sector Rank
Top 100%
of 223 Industrials peers
Value Analyst bearish
32 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− Price-to-book of 4.0x prices in significant intangible value
Growth Analyst bearish
15 / 100 · Low confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -2.5% YoY -- this is not a growth story right now
Technical Analyst bearish
38 / 100 · High confidence
Price action is deteriorating -- trend and/or momentum are working against this name
− RSI at 28 is in oversold territory (could mean either capitulation or a bounce setup)
Risk Analyst bearish
33 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 4.19) amplifies downside in a stress scenario
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 15 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
Open Full Terminal →

Technical Analysis

RSI (14)
27.6
Oversold
MACD Histogram
-0.269
Bearish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Hh Hl
Support
$21.91
Resistance
$23.04
Bollinger %B
-0.00
Below Lower Band
Price vs Moving Averages
EMA 9
$24.62 Below
EMA 21
$25.42 Below
EMA 50
$25.64 Below
EMA 200
$24.14 Below

Fundamental Analysis

Valuation
84
Profitability
18
Financial Health
0
Cash Flow
70
Valuation
P/E Ratio -61.9×
P/B Ratio 4.55×
PEG Ratio 0.45
Dividend Yield 1.22%
52W High $29.77
52W Low $14.91
Quality & Growth
ROE -618.9%
ROA -91.1%
Gross Margin 4838.2%
Operating Margin 2023.3%
Revenue Growth YoY
Debt / Equity 4.17
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of -61.9 (inexpensive relative to a 15-40x range); Price-to-book of 4.5x; PEG ratio of 0.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -6.2%; Return on assets of -0.9%; Net margin of -3.0%; Gross margin of 48.4%; Current ratio of 0.81 (tight short-term liquidity); Debt-to-equity of 4.17; Free cash flow per share is positive (2.97); Earnings-history trend unavailable; growth based on TTM year-over-year only.
Get the Full WSC Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →

Explore WSC Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime