WillScot (NASDAQ:WSC – Get Free Report) and Dycom Industries (NYSE:DY – Get Free Report) are both mid-cap industrials companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, institutional ownership, analyst recommendations, valuation, profitability, earnings and risk.
Profitability
This table compares WillScot and Dycom Industries’ net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| WillScot | -3.00% | 21.62% | 3.39% |
| Dycom Industries | 4.79% | 25.30% | 8.39% |
Risk and Volatility
WillScot has a beta of 1.31, suggesting that its stock price is 31% more volatile than the S&P 500. Comparatively, Dycom Industries has a beta of 1.49, suggesting that its stock price is 49% more volatile than the S&P 500.
Valuation & Earnings
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| WillScot | $2.28 billion | 1.48 | -$52.99 million | ($0.38) | -49.11 |
| Dycom Industries | $5.55 billion | 1.67 | $281.19 million | $10.99 | 28.03 |
Dycom Industries has higher revenue and earnings than WillScot. WillScot is trading at a lower price-to-earnings ratio than Dycom Industries, indicating that it is currently the more affordable of the two stocks.
Institutional and Insider Ownership
95.8% of WillScot shares are held by institutional investors. Comparatively, 98.3% of Dycom Industries shares are held by institutional investors. 3.4% of WillScot shares are held by company insiders. Comparatively, 1.2% of Dycom Industries shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.
Analyst Ratings
This is a summary of current ratings and price targets for WillScot and Dycom Industries, as provided by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| WillScot | 1 | 7 | 3 | 0 | 2.18 |
| Dycom Industries | 0 | 1 | 11 | 0 | 2.92 |
WillScot currently has a consensus target price of $26.50, suggesting a potential upside of 42.02%. Dycom Industries has a consensus target price of $502.42, suggesting a potential upside of 63.12%. Given Dycom Industries’ stronger consensus rating and higher probable upside, analysts clearly believe Dycom Industries is more favorable than WillScot.
Summary
Dycom Industries beats WillScot on 13 of the 14 factors compared between the two stocks.
About WillScot
WillScot Holdings Corporation provides workspace and portable storage solutions in the United States, Canada, and Mexico. It operates in two segments, Modular Solutions and Storage Solutions. Its modular solutions include panelized and stackable offices, single-wide modular space units, section modulars and redi-plex, classrooms, ground level offices, blast-resistant modules, clearspan structures, and other modular space; and portable storage solutions, such as portable and cold storage containers, as well as trailers. The company leases modular space and portable storage units to customers in the construction, commercial and industrial, retail and wholesale trade, energy and natural resources, education, government and institutions, and healthcare markets. The company offers its solutions primarily under the WillScot and Mobile Mini brand names. The company was formerly known as WillScot Mobile Mini Holdings Corp. and changed its name to WillScot Holdings Corporation in July 2024. WillScot Mobile Mini Holdings Corp. is headquartered in Phoenix, Arizona.
About Dycom Industries
Dycom Industries, Inc. provides specialty contracting services to the telecommunications infrastructure and utility industries in the United States. The company offers engineering services to telecommunications providers, including the planning and design of aerial, underground, and buried fiber optic, copper, and coaxial cable systems; wireless networks in connection with the deployment of macro cell and new small cell sites; and program and project management and inspection personnel. It also provides construction, maintenance, and installation services for telephone companies and cable multiple system operators, such as placement and splicing of copper, fiber, and coaxial cables; tower construction, lines and antenna installation, foundation and equipment pad construction, and small cell site placement for wireless carriers, as well as equipment installation and material fabrication, and site testing services; underground facility locating services comprising locating telephone, cable television, power, water, sewer, and gas lines; installation and maintenance of customer premise equipment, including digital video recorders, set top boxes, and modems for cable system operators; and construction and maintenance services for electric and gas utilities, and other customers. Dycom Industries, Inc. was incorporated in 1969 and is headquartered in Palm Beach Gardens, Florida.
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