A Fresh Look at WillScot Holdings (WSC) Valuation Following Weak Q3 Results and Analyst Downgrades

WillScot Holdings (WSC) stock came under renewed pressure after the company reported weaker-than-expected results for the third quarter of 2025. The company also issued a cautious revenue outlook for the next quarter.

See our latest analysis for WillScot Holdings.

Despite steady expansion moves and a recent dividend affirmation, WillScot Holdings’ share price momentum has faded in 2025, with a one-year total shareholder return of -48.5% and a sharp year-to-date drop of -47.3%. While short-term bounces have occurred, the overall trend has been pressured by weaker near-term results and notable investor exits.

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With shares now trading at a steep discount to analyst targets and after a dramatic selloff, the key question is whether WillScot Holdings has become undervalued or if the market is right to doubt its prospects for growth.

Most Popular Narrative: 42.8% Undervalued

Compared to its last close at $17.57, the narrative sets WillScot Holdings’ fair value at $30.70. This is a much higher figure, supported by lower discount rate assumptions and confidence in future margins.

The ongoing expansion and strong demand for modular FLEX units and climate-controlled storage, each reporting 30%+ growth year-over-year, are direct beneficiaries of increased infrastructure spending and a shift toward scalable, flexible building solutions. This should support rental revenue, growth in units on rent, and higher average revenue per unit over the next several years.

Read the complete narrative.

Is WillScot chasing growth reminiscent of high-flying tech firms? The big question: which bold assumptions about future demand, profitability, and long-term project wins power that valuation target? Click through to unpack what is really driving this bullish scenario.

Result: Fair Value of $30.70 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, persistent weak demand in smaller projects and ongoing capital needs could delay any recovery. This challenges the optimistic valuation narrative for WillScot Holdings.

Find out about the key risks to this WillScot Holdings narrative.

Build Your Own WillScot Holdings Narrative

If you want to check the numbers for yourself or craft your own perspective, you can build a narrative in just a few minutes using our platform: Do it your way

A great starting point for your WillScot Holdings research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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