HERC HOLDINGS INC. vs Willscot Holdings Corporation, two Equipment Rental stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where HRI and WSC diverge most: on revenue growth, HRI reads +28.7% and WSC reads -2.5%; on net margin, HRI reads 1.0% and WSC reads -3.0%. The rest of the comparable metrics sit closer together. What WSC's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | HRI | WSC |
|---|---|---|
| Price | $123.34 | $17.07 |
| Market cap | $4.1B | $3.1B |
| Sector | Equipment Rental | Equipment Rental |
| Stage | Growth | Mature |
| P/E | 73.4 | — |
| P/B | 2.19 | 3.41 |
| P/S | 0.85 | 1.35 |
| EV/EBITDA | 26.0 | 26.9 |
| Revenue growth | +28.7% | -2.5% |
| Gross margin | — | 50.0% |
| Operating margin | — | 19.2% |
| Net margin | 1.0% | -3.0% |
| Return on equity | 2.6% | -7.6% |
| Return on assets | 0.4% | -1.2% |
| Return on invested capital | — | 2.7% |
| FCF yield | 26.7% | 22.0% |
| Dividend yield | 2.3% | — |
| Debt / equity | 4.19 | 3.84 |
| Current ratio | 1.10 | 0.81 |
| Altman Z (solvency) | 0.62 | 0.63 |
| Piotroski F (quality) | 8 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.