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 revenue growth, MGRC reads +3.5% and WSC reads -4.1%; on net margin, MGRC reads 16.4% and WSC reads -3.0%. The rest of the comparable metrics sit closer together. What MGRC's price implies is a bet that sits within the historical range (whole-company basis). 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 | $116.95 | $26.21 |
| Market cap | $2.9B | $4.8B |
| Sector | Equipment Rental | Equipment Rental |
| Stage | Mature | Mature |
| Implied growth (priced in) | +0.5% | — |
| P/E | 18.6 | — |
| P/B | 2.33 | 5.46 |
| P/S | 3.04 | 2.09 |
| EV/EBITDA | 10.7 | 32.2 |
| Revenue growth | +3.5% | -4.1% |
| Gross margin | 48.8% | 52.1% |
| Operating margin | 21.9% | 17.6% |
| Net margin | 16.4% | -3.0% |
| Return on equity | 12.5% | -7.8% |
| Return on assets | 6.5% | -1.2% |
| Return on invested capital | 14.3% | 2.9% |
| FCF yield | 6.8% | 15.2% |
| Dividend yield | 1.7% | — |
| Debt / equity | 0.00 | 4.00 |
| Current ratio | — | 0.79 |
| Altman Z (solvency) | 2.63 | 0.81 |
| Piotroski F (quality) | 6 / 9 | 6 / 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.