McGRATH RENTCORP vs Willscot Holdings Corporation, two Equipment Rental stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where MGRC and WSC diverge most: on net margin, MGRC reads 16.4% and WSC reads -3.0%; on return on equity, MGRC reads 12.3% and WSC reads -7.6%. 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 | MGRC | WSC |
|---|---|---|
| Price | $113.74 | $17.07 |
| Market cap | $2.8B | $3.1B |
| Sector | Equipment Rental | Equipment Rental |
| Stage | Mature | Mature |
| Implied growth (priced in) | -5.0% | — |
| P/E | 18.3 | — |
| P/B | 2.24 | 3.41 |
| P/S | 2.99 | 1.35 |
| EV/EBITDA | 9.7 | 26.9 |
| Revenue growth | -0.8% | -2.5% |
| Gross margin | 48.8% | 50.0% |
| Operating margin | 24.1% | 19.2% |
| Net margin | 16.4% | -3.0% |
| Return on equity | 12.3% | -7.6% |
| Return on assets | 6.1% | -1.2% |
| Return on invested capital | 12.7% | 2.7% |
| FCF yield | 7.5% | 22.0% |
| Dividend yield | 1.7% | — |
| Debt / equity | 0.47 | 3.84 |
| Current ratio | — | 0.81 |
| Altman Z (solvency) | 2.40 | 0.63 |
| Piotroski F (quality) | 9 / 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.