WILLSCOT HOLDINGS CORPORATION
In the published model solve dated 2026-Q2, anchored at $17.22, WILLSCOT HOLDINGS CORPORATION (WSC) is priced for today's economics sustained for ~6.2 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
At $28.86 the price works out to roughly 50x company-wide operating income, which inverts into about nine years of operating growth held at the self-funding ceiling. That is the elevated end of plausible. The cash-flow lenses tell a friendlier story than the earnings lenses. Reported EPS is negative, so book-value and earnings-yield models go dark, but Q1 2026 produced $115.6 million of adjusted free cash flow and the FCF-yield model lands well above today's price. Management raised full-year
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320 institutional managers reported holding WSC in 13F filings for the quarter ended 2026-03-31. 45 opened new positions that quarter. Held by FMR (Fidelity), BlackRock, Vanguard Group, among others. On the short side, 20.1M shares were sold short as of the 2026-06-15 count, about 11% of shares outstanding (10.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
WSC has cut its share count 19.8% over the past five years, spending $2.10B on repurchases. It pays a dividend, and has for 1 year running. Cash returned over the past three years: $63.86M in dividends and $739.44M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at WSC over the trailing three years: 2023: 2 buys totaling $383k; 2024: 9 buys totaling $1.68M; 2025: 6 buys totaling $1.09M. 18 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
WSC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -12.0% | -4.3% |
| 2023-11-03 | -10.0% | +18.8% |
| 2024-02-21 | -2.9% | -21.5% |
| 2024-05-03 | +2.1% | -4.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
WSC's latest 8-K filings: 2026-11-10 (items 8.01, 9.01); 2026-11-05 (items 2.02, 9.01); 2026-10-07 (items 5.02, 7.01); 2026-08-06 (items 2.02, 9.01); 2026-06-08 (items 5.02, 5.07, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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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.