WSC
the council passes — AVOIDWILLSCOT HOLDINGS CORPORATION·Consumer Cyclical
Doesn't clear the council's bar right now.
42/100D
Price at last run$25.05as of Jul 8, 2026
quality large-capHigh returns on capitalROIC ~17% — it earns well on the money it puts to work.
Strong gross margins51% gross margin.
Generates real cash16.3% free-cash-flow yield — profits you can actually bank.
Catalystnone yet
✕Why not
The honest case against — what most tools hideMain riskshrinking revenue
Quality concernNot consistently profitable yet.
ShrinkingRevenue contracting (-5%).
What keeps us out
- A deterioration in the fundamentals that score the business.
Patience price & distance
as of Jul 8, 2026 runThe patience price is where value discipline would let the council in — deliberately strict: we'd rather miss ten winners than own one loser.
Catalyst
none yet
A catalyst is a plausible reason the gap could close — never a certainty.