Herc vs WillScot
HRI and WSC side by side, both in miscellaneous equipment rental and leasing. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How HRI and WSC compare
Herc is the larger company, worth 1.6 times as much as WillScot ($5.5B against $3.6B).
Herc grew revenue faster over the last twelve months (19.4% versus 0.44% for WillScot).
Herc keeps more of each dollar of sales as profit, with a net margin of 2.5% compared with −2.6% at WillScot.
Both pay dividends: Herc yields 1.7% and WillScot 1.4%.
Herc scores higher on the StockData Score (9 against 6 for WillScot), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | HRI | WSC |
|---|---|---|
| Size and price | ||
| Market cap | $5.5B | $3.6B |
| Share price | $165.39 | $19.66 |
| Change, 1 year | 18.6% | 8.1% |
| Change, 5 years | −11.7% | −50.2% |
| Beta (5Y) | 1.59 | 1.32 |
| Employees | 9,600 | 4,700 |
| StockData Score | ||
| Total score | 9 (better) | 6 |
| Valuation score | 1 | 2 (better) |
| Growth score | 3 (better) | 1 |
| Performance score | 0 | 0 |
| Health score | 1 | 1 |
| Dividend score | 4 (better) | 2 |
| Valuation | ||
| P/S | 1.1× (better) | 1.5× |
| P/B | 2.8× (better) | 3.7× |
| EV/EBITDA | – | 28.0× |
| P/FCF | 4.9× (better) | 5.2× |
| FCF yield | 20.3% (better) | 19.3% |
| Fair value | $198.97 | $27.72 |
| Margin of safety | 16.9% | 29.1% (better) |
| Growth | ||
| Revenue growth (TTM) | 19.4% (better) | 0.44% |
| Revenue growth, 5Y average | 19.7% (better) | 12.4% |
| Net income growth (TTM) | – | −127% |
| EPS growth (TTM) | – | −130% |
| EPS growth, 5Y average | −58.7% | – |
| Profitability | ||
| Gross margin | – | 50.8% |
| Operating margin | – | 6.7% |
| Net margin | 2.5% (better) | −2.6% |
| FCF margin | 22.9% | 29.5% (better) |
| Return on equity | 6.3% (better) | −6.0% |
| Return on invested capital | – | 2.7% |
| Financial health | ||
| Debt / equity | 4.05 | 3.60 (better) |
| Net debt / EBITDA | – | 13.73 |
| Current ratio | 1.08 (better) | 0.78 |
| Altman Z-score | 0.69 | 0.72 (better) |
| Piotroski F-score | 4 (better) | 3 |
| Dividends and buybacks | ||
| Dividend yield | 1.7% (better) | 1.4% |
| Payout ratio | 76.4% | – |
| Years of dividend growth | 4 | – |
| Buyback yield | – | 0.53% |
| Shareholder yield | 1.7% | 1.9% (better) |
| Ownership | ||
| Held by institutions | 104% | 119% |
| Held by insiders | 5.8% | 3.1% |
| Insider net buying, 12 months | $930K (better) | −$4.2M |
| Superinvestors holding | 2 (better) | 1 |
| Short interest, % of float | 9.8% | 7.4% |
Go deeper
- HRI stock overview
- HRI income statement
- HRI valuation and score
- WSC stock overview
- WSC income statement
- WSC valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.