WillScot Holdings

Analyst Commentary Highlights Mixed Outlook and Lower Price Target for WillScot Holdings

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

28 Aug 24

Updated

07 Dec 25

Views

104

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-45.5%

7D

-4.5%

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1Y

-45.5%

7D

-4.5%

You can edit this narrative until Dec 8 6:05 AM. Then, changes will post as Updates.

Author's Valuation

US$24.518.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 07 Dec 25

Fair value Decreased 1.01%

WSC: Shares Will Recover As Falling Interest Rates Support Post Q3 Bottom

The analyst price target for WillScot Holdings has been trimmed modestly to about $24.50 from roughly $24.75, as analysts balance a slightly weaker revenue growth outlook and softer margins against signs of an investable bottom, mixed but stabilizing end market demand, and potential support from lower interest rates. Analyst Commentary Recent Street research on WillScot presents a mixed backdrop, with several firms lowering price targets and one notable upgrade highlighting a potential turning point.

Shared on 23 Nov 25

Fair value Decreased 19%

WSC: Share Price Will Find Support After Q3 Bottom Formation

Analysts have revised their price target for WillScot Holdings downward from $30.70 to $24.75. They cite recent estimate cuts, weaker demand trends, and macroeconomic headwinds as key drivers of the shift.

Shared on 06 Nov 25

WSC: Share Price Will Recover as Demand Stabilizes in Core Markets

Analysts have revised their price targets for WillScot Holdings downward, with targets dropping from a previous range as high as $40 to updated levels as low as $22. They cite persistent mixed demand, seasonal storage headwinds, and moderating momentum in the company's core business segments.

Shared on 23 Oct 25

Fair value Decreased 2.37%

WillScot Holdings' analyst price target has been revised downward from approximately $31.44 to $30.70 per share, as analysts cite ongoing mixed demand trends along with weaker expectations for seasonal and retail storage performance. Analyst Commentary Recent analyst reports on WillScot Holdings reflect a wide range of views about the company's current positioning and outlook.

Shared on 09 Oct 25

Fair value Decreased 4.71%

Analysts have lowered their price target for WillScot Holdings from approximately $33 to $31.44 per share, citing ongoing demand headwinds and softer profit margins. Despite these challenges, they still see potential value in the shares at current levels.

Shared on 25 Sep 25

Fair value Decreased 3.88%

WillScot Holdings' consensus price target was lowered from $34.33 to $33.00 as analysts incorporated incremental weakness in near-term storage demand and adopted a more balanced outlook amid ongoing short-term headwinds. Analyst Commentary Commentary around seasonal storage suggests incremental weakness impacting near-term outlook.

Shared on 07 May 25

Fair value Decreased 13%

Shared on 30 Apr 25

Fair value Increased 1.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 1.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 2.92%

AnalystConsensusTarget has increased revenue growth from 2.9% to 3.2%.

Shared on 09 Apr 25

Fair value Decreased 1.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 3.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 17%

AnalystConsensusTarget has decreased profit margin from 23.8% to 14.8%, increased future PE multiple from 15.4x to 23.9x and increased discount rate from 8.2% to 9.0%.

AnalystConsensusTarget Fair Value

US$24.5

18.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

-0.05%

Construction revenue growth rate

0.24%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

11.49%

Calculation

US$228.61m

Earnings '28

x

26.22x

PE Ratio '28

=

US$5.99b

Market Cap '28

US$5.99b

Market Cap '28

/

177.14m

No. shares '28

=

US$33.83

Share Price '28

US$33.83 Share Price '28

Discounted to 2025 @ 11.39% p.a.

=

US$24.48

Fair Value '25