WillScot (WSC)
Market Price (2/16/2026): $21.94 | Market Cap: $4.0 BilSector: Industrials | Industry: Office Services & Supplies
WillScot (WSC)
Market Price (2/16/2026): $21.94Market Cap: $4.0 BilSector: IndustrialsIndustry: Office Services & Supplies
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.6%, FCF Yield is 11% | Weak multi-year price returns2Y Excs Rtn is -94%, 3Y Excs Rtn is -123% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 99% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 24% | Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 12.95, Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 12% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -3.6%, Rev Chg QQuarterly Revenue Change % is -5.8% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 34%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 19% | Key risksWSC key risks include [1] an aging fleet and substantial debt, Show more. | |
| Megatrend and thematic driversMegatrends include E-commerce Logistics & Data Centers, and Renewable Energy Transition. Themes include E-commerce Logistics REITs, Solar Energy Generation, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.6%, FCF Yield is 11% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 24% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 34%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 19% |
| Megatrend and thematic driversMegatrends include E-commerce Logistics & Data Centers, and Renewable Energy Transition. Themes include E-commerce Logistics REITs, Solar Energy Generation, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -94%, 3Y Excs Rtn is -123% |
| Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 12.95, Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 12% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 99% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -3.6%, Rev Chg QQuarterly Revenue Change % is -5.8% |
| Key risksWSC key risks include [1] an aging fleet and substantial debt, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Disappointing Q3 2025 Results and Conservative Q4 Outlook. WillScot reported mixed third-quarter 2025 results on November 6, 2025, with an earnings per share (EPS) beat but revenue falling below analyst expectations. The company's updated full-year 2025 outlook included a conservative fourth-quarter revenue projection of $545 million, which missed market expectations of $583.42 million. This outlook, described as an initial baseline for 2026, contributed to an immediate stock price decline in early November 2025, setting a cautious tone for the period.
2. Neutral to Cautious Analyst Sentiment. Following the mixed Q3 results and conservative guidance, several Wall Street analysts downgraded their ratings or lowered price targets for WillScot. Analysts cited concerns about sluggish rental rate and revenue growth, and mixed demand trends, leading to a generally neutral to cautious outlook that prevented significant upward momentum in the stock price.
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Stock Movement Drivers
Fundamental Drivers
The -0.3% change in WSC stock from 10/31/2025 to 2/15/2026 was primarily driven by a -51.0% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2152026 | Change |
|---|---|---|---|
| Stock Price ($) | 21.67 | 21.62 | -0.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,353 | 2,318 | -1.5% |
| Net Income Margin (%) | 4.7% | 9.6% | 106.8% |
| P/E Multiple | 36.0 | 17.7 | -51.0% |
| Shares Outstanding (Mil) | 182 | 183 | -0.2% |
| Cumulative Contribution | -0.3% |
Market Drivers
10/31/2025 to 2/15/2026| Return | Correlation | |
|---|---|---|
| WSC | -0.3% | |
| Market (SPY) | -0.0% | 44.1% |
| Sector (XLI) | 12.3% | 52.1% |
Fundamental Drivers
The -25.9% change in WSC stock from 7/31/2025 to 2/15/2026 was primarily driven by a -63.5% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 2152026 | Change |
|---|---|---|---|
| Stock Price ($) | 29.16 | 21.62 | -25.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,353 | 2,318 | -1.5% |
| Net Income Margin (%) | 4.7% | 9.6% | 106.8% |
| P/E Multiple | 48.5 | 17.7 | -63.5% |
| Shares Outstanding (Mil) | 182 | 183 | -0.2% |
| Cumulative Contribution | -25.9% |
Market Drivers
7/31/2025 to 2/15/2026| Return | Correlation | |
|---|---|---|
| WSC | -25.9% | |
| Market (SPY) | 8.2% | 46.1% |
| Sector (XLI) | 15.1% | 56.6% |
Fundamental Drivers
The -41.0% change in WSC stock from 1/31/2025 to 2/15/2026 was primarily driven by a -93.5% change in the company's P/E Multiple.| (LTM values as of) | 1312025 | 2152026 | Change |
|---|---|---|---|
| Stock Price ($) | 36.64 | 21.62 | -41.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,406 | 2,318 | -3.6% |
| Net Income Margin (%) | 1.0% | 9.6% | 819.1% |
| P/E Multiple | 273.3 | 17.7 | -93.5% |
| Shares Outstanding (Mil) | 188 | 183 | 3.0% |
| Cumulative Contribution | -41.0% |
Market Drivers
1/31/2025 to 2/15/2026| Return | Correlation | |
|---|---|---|
| WSC | -41.0% | |
| Market (SPY) | 14.3% | 63.3% |
| Sector (XLI) | 27.2% | 68.6% |
Fundamental Drivers
The -54.9% change in WSC stock from 1/31/2023 to 2/15/2026 was primarily driven by a -43.5% change in the company's P/E Multiple.| (LTM values as of) | 1312023 | 2152026 | Change |
|---|---|---|---|
| Stock Price ($) | 47.92 | 21.62 | -54.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,929 | 2,318 | 20.1% |
| Net Income Margin (%) | 17.0% | 9.6% | -43.2% |
| P/E Multiple | 31.3 | 17.7 | -43.5% |
| Shares Outstanding (Mil) | 214 | 183 | 16.9% |
| Cumulative Contribution | -54.9% |
Market Drivers
1/31/2023 to 2/15/2026| Return | Correlation | |
|---|---|---|
| WSC | -54.9% | |
| Market (SPY) | 74.0% | 54.1% |
| Sector (XLI) | 78.5% | 60.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| WSC Return | 76% | 11% | -1% | -25% | -43% | 13% | -7% |
| Peers Return | 88% | -9% | 40% | 19% | 4% | 8% | 221% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -0% | 82% |
Monthly Win Rates [3] | |||||||
| WSC Win Rate | 83% | 58% | 58% | 42% | 42% | 100% | |
| Peers Win Rate | 73% | 43% | 58% | 52% | 47% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| WSC Max Drawdown | 0% | -24% | -22% | -26% | -55% | 0% | |
| Peers Max Drawdown | -2% | -34% | -10% | -12% | -25% | -8% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: MGRC, URI, HRI, CVCO, SKY. See WSC Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/13/2026 (YTD)
How Low Can It Go
| Event | WSC | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -33.9% | -25.4% |
| % Gain to Breakeven | 51.3% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -60.1% | -33.9% |
| % Gain to Breakeven | 150.3% | 51.3% |
| Time to Breakeven | 231 days | 148 days |
| 2018 Correction | ||
| % Loss | -51.8% | -19.8% |
| % Gain to Breakeven | 107.4% | 24.7% |
| Time to Breakeven | 340 days | 120 days |
Compare to MGRC, URI, HRI, CVCO, SKY
In The Past
WillScot's stock fell -33.9% during the 2022 Inflation Shock from a high on 3/7/2023. A -33.9% loss requires a 51.3% gain to breakeven.
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About WillScot (WSC)
AI Analysis | Feedback
Here are a few analogies to describe WillScot (WSC):
- United Rentals for temporary buildings and storage containers. (Both provide B2B rental solutions for temporary needs, but WSC focuses on modular space rather than heavy equipment.)
- Hertz or Enterprise for mobile offices and storage units. (They rent physical assets for temporary use, similar to how car rental companies provide temporary vehicle access.)
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- Mobile Offices: Rental of temporary, ready-to-work mobile office trailers and complexes for various industries.
- Storage Containers: Rental of secure, portable steel storage units available in various sizes for on-site material and equipment storage.
- Modular Buildings: Rental of customizable, larger-scale temporary and permanent modular structures for diverse applications such as classrooms or healthcare facilities.
- Value-Added Products and Services (VAPS): Provision of ancillary solutions including furniture, steps, ramps, security systems, and insurance to enhance the functionality and convenience of their core rental units.
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WillScot Mobile Mini Holdings Corp. (WSC) primarily sells its modular space and portable storage solutions to other companies and organizations rather than to individuals. Due to the diverse and fragmented nature of its customer base, WillScot does not publicly disclose a limited number of specific "major customer" companies that account for a significant portion of its revenue. Instead, its customers span across thousands of businesses within various industries.
The major categories of companies and organizations that WillScot serves include:
- Construction Companies: This sector represents a significant portion of WillScot's customer base, including general contractors, subcontractors, and developers. These companies utilize mobile offices, storage containers, and modular complexes for temporary on-site offices, secure material storage, and crew facilities for commercial, residential, and infrastructure projects.
- Industrial and Commercial Businesses: This broad category encompasses a wide array of enterprises such as manufacturing plants, retail chains, logistics companies, energy companies (oil & gas, utilities), and other commercial entities. They often require temporary offices, secure storage, specialized modular units, or event solutions for expansions, renovations, seasonal needs, or operational support.
- Public Sector and Institutions: This group includes governmental agencies (federal, state, and local), educational institutions (schools, universities), and healthcare providers (hospitals, clinics, laboratories). These customers frequently need temporary facilities for administrative functions, classrooms, medical units, emergency response, or swing space during permanent facility upgrades.
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Bradley L. Soultz, Chief Executive Officer
Mr. Soultz serves as CEO of WillScot and was the President and CEO of WillScot before its merger with Mobile Mini. Prior to becoming WillScot's President and CEO in November 2017, he served as President and CEO of Williams Scotsman International Inc. (WSII) from January 2014, where he was responsible for strategic and operational aspects of the North American business and played a key role in preparing the company for its reemergence as a public entity. Before joining WSII, Mr. Soultz served as the Chief Commercial and Strategy Officer of Novelis Inc.
Matthew T. Jacobsen, Executive Vice President – Chief Financial Officer
Mr. Jacobsen serves as Chief Financial Officer of WillScot, a role he assumed effective January 1, 2025. Until December 2024, he served as Senior Vice President of Finance since July 2020 when WillScot Corporation merged with Mobile Mini, leading Financial Planning and Analysis, Treasury, and Business Intelligence functions. Mr. Jacobsen joined Williams Scotsman in November 2010 and held roles of increasing responsibility within the Finance and Accounting functions. Prior to joining Williams Scotsman, he worked in public accounting within Deloitte's audit practice.
Timothy D. Boswell, President & Chief Operating Officer
Mr. Boswell serves as President and Chief Operating Officer of WillScot and is slated to succeed Bradley L. Soultz as Chief Executive Officer, effective January 1, 2026. Until December 2024, he was Chief Financial Officer, a position he held since November 2017 when Williams Scotsman spun out of its predecessor company and listed on the Nasdaq as WillScot Corporation. Previously, Mr. Boswell was Vice President, Finance and Treasurer of Williams Scotsman International Inc., responsible for the company's North American finance, strategy, and IT functions. He also served as the company's Chief of Staff to the CEO and Vice President of Strategy and Business Development. Prior to joining Algeco Scotsman (a predecessor company) in June 2012, Mr. Boswell was a Vice President at Sterling Partners, a Chicago-based private equity firm, responsible for principal investing and portfolio company management.
Hezron Timothy Lopez, Executive Vice President – Chief Legal & Compliance Officer & ESG
Mr. Lopez serves as EVP – Chief Legal & Compliance Officer & ESG of WillScot. He joined WillScot in June 2019 as Vice President, General Counsel and Corporate Secretary until the merger with Mobile Mini. At the time of the merger, he assumed the role of EVP - Chief Human Resources Officer & ESG of WillScot Mobile Mini. Previously, Mr. Lopez served as Senior Vice President, General Counsel and Corporate Secretary of Herman Miller, Inc. (NASDAQ: MLKN) from 2012 to 2018.
Felicia Gorcyca, Executive Vice President – Chief Human Resources Officer
Ms. Gorcyca serves as Executive Vice President and Chief Human Resources Officer for WillScot.
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The key risks to WillScot's (WSC) business are:-
Dependence on Non-Residential Construction Sector and Economic Cycles: WillScot's business performance is highly reliant on the activity within the non-residential construction sector and broader macroeconomic conditions. A sustained slowdown in non-residential construction projects, as evidenced by declining square foot starts and negative indicators like the National Architecture Billings Index, directly leads to reduced demand for the company's modular space and portable storage solutions, impacting revenue and profitability.
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Aging Fleet and Substantial Debt: The company faces challenges related to an aging fleet of rental equipment, which can lead to increased depreciation costs and concerns about the rentability of units. This operational challenge is compounded by substantial debt burdens, resulting in a poor financial strength rating and a low interest coverage ratio.
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Declining Volume and Utilization Rates: WillScot has experienced a decline in the number of modular space and portable storage units on rent. This ongoing weakness in volume trends across the board, including a notable decrease in seasonal storage, has led to revenue declines despite efforts to offset these with increased rental rates and value-added products and services.
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WillScot Corporation (WSC) operates primarily in two main product and service categories: modular space solutions and portable storage solutions, along with providing Value-Added Products and Services (VAPS).
Modular Space Solutions
- The total addressable market for modular space, as identified by WillScot, is approximately $20 billion. This market is primarily North American, given WillScot's market leadership in North American modular workplace solutions.
- Specifically, the U.S. modular construction market was valued at an estimated USD 10.53 billion in 2022 and is projected to reach approximately USD 24.15 billion by 2033, demonstrating a compound annual growth rate (CAGR) of 7.82% from 2024 to 2033.
- In 2024, the U.S. modular construction market reached $20.3 billion and is expected to grow to $25.4 billion by 2029.
- The North American modular construction market is estimated at USD 19.77 billion in 2025 and is forecast to reach USD 25.40 billion by 2030, with a CAGR of 5.13%. The United States accounted for 79.43% of this market in 2024.
Portable Storage Solutions
- The U.S. Portable Storage Container Rental Market was valued at USD 532.42 million in 2023 and is projected to grow to USD 791.42 million by 2031, at a CAGR of 5.82% from 2024 to 2031.
- The global portable storage services market size is estimated at $15 billion in 2025, with a projected CAGR of 7% from 2025 to 2033. North America is expected to be a region of strong growth for these services.
Value-Added Products and Services (VAPS)
- WillScot identifies VAPS as a significant revenue growth opportunity, representing $500 million. The company aims for VAPS to contribute 20%-25% of its $3 billion revenue target by 2029. While a distinct addressable market size for VAPS was not found, this indicates the segment's internal market potential for WillScot.
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Below are the expected drivers of future revenue growth for WillScot (WSC) over the next 2-3 years:- Growth in Value-Added Products and Services (VAPS) and New Product Lines: WillScot anticipates continued revenue growth from its Value-Added Products and Services, with VAPS revenues showing a 5% year-over-year increase on a per-unit basis for modular units and approximately 22% on storage units. Newer product offerings, such as climate-controlled storage units and FLEX units, have demonstrated substantial growth, up 44% and 30% year-over-year, respectively. The company expects its perimeter and clearspan offerings to continue ramping up into 2026.
- Expansion in Enterprise Accounts and Non-Construction Verticals: The company expects its enterprise portfolio to achieve a mid-to-high single-digit growth rate into 2026. This growth is driven by the expansion of existing customer relationships and a more focused strategy on non-construction sectors, leveraging strong demand in these enterprise accounts.
- Continued Rental Rate Increases: Despite some volume declines in the modular and storage portfolios, WillScot has successfully implemented rental rate increases. In Q2 2025, modular space unit average monthly rental rates increased by 5% year-over-year to $1,237, which helps offset volume headwinds and drives leasing revenue.
- Strategic Mergers and Acquisitions (M&A): WillScot has a history of utilizing acquisitions to expand its market position and product offerings, including establishing market-leading positions in climate-controlled storage and clearspan structures. The company announced the acquisition of McGrath RentCorp in early 2024, signaling that M&A remains a part of its strategy for future growth.
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Share Repurchases
- WillScot returned $270 million to shareholders by repurchasing 7.1 million shares of Common Stock in fiscal year 2024, reducing the outstanding share count by 3.4% over the twelve months ended December 31, 2024.
- In the second quarter of 2025, the company repurchased 1,533,109 shares for $40 million, contributing to a 3.4% reduction in outstanding shares over the 12 months ending June 30, 2025.
- During the third quarter of 2025, $21 million was returned to shareholders through share repurchases and quarterly cash dividends, including the repurchase of 296,805 shares for $8 million.
Outbound Investments
- WillScot deployed approximately $134 million towards tuck-in acquisitions in the second quarter of 2025, which included a regional climate-controlled temporary storage business.
- For the nine months ended September 30, 2025, the company acquired a regional provider of climate-controlled containers and trailers for $115.6 million, net of cash acquired.
- In 2024, WillScot invested $121 million in acquisitions over the trailing twelve months, with $37 million invested in one acquisition during Q4 2024.
Capital Expenditures
- WillScot's Net Capital Expenditures (CAPEX) for the nine months ended September 30, 2025, increased by 16% year-over-year to $206 million, primarily focused on investments in high-demand categories such as FLEX, complexes, fleet refurbishment, and newer product lines.
- For the full year 2025, the company expects Net CAPEX to be approximately $275 million.
- In Q3 2025, the company invested $69 million in Net CAPEX, including $81 million for rental equipment to support both maintenance needs and growth in new product lines.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 145.38 |
| Mkt Cap | 5.0 |
| Rev LTM | 2,477 |
| Op Inc LTM | 360 |
| FCF LTM | 232 |
| FCF 3Y Avg | 197 |
| CFO LTM | 540 |
| CFO 3Y Avg | 482 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.8% |
| Rev Chg 3Y Avg | 9.3% |
| Rev Chg Q | 2.3% |
| QoQ Delta Rev Chg LTM | 0.6% |
| Op Mgn LTM | 17.8% |
| Op Mgn 3Y Avg | 21.3% |
| QoQ Delta Op Mgn LTM | -0.6% |
| CFO/Rev LTM | 25.6% |
| CFO/Rev 3Y Avg | 28.5% |
| FCF/Rev LTM | 7.8% |
| FCF/Rev 3Y Avg | 6.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 5.0 |
| P/S | 2.1 |
| P/EBIT | 16.2 |
| P/E | 21.0 |
| P/CFO | 12.2 |
| Total Yield | 4.7% |
| Dividend Yield | 0.9% |
| FCF Yield 3Y Avg | 2.9% |
| D/E | 0.2 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -2.0% |
| 3M Rtn | 17.3% |
| 6M Rtn | 11.1% |
| 12M Rtn | -5.5% |
| 3Y Rtn | 28.0% |
| 1M Excs Rtn | 0.6% |
| 3M Excs Rtn | 16.9% |
| 6M Excs Rtn | 5.0% |
| 12M Excs Rtn | -17.2% |
| 3Y Excs Rtn | -36.6% |
Segment Financials
Revenue by Segment| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Modular space leasing revenue | 954 | ||||
| Delivery and installation revenue | 437 | ||||
| Portable storage leasing revenue | 397 | ||||
| Value-added products and services (VAPS) and third party leasing revenues | 392 | ||||
| Other leasing-related revenue | 91 | ||||
| New unit sales revenue | 48 | ||||
| Rental unit sales revenue | 46 | ||||
| Modular | 1,342 | 1,164 | 1,051 | 1,064 | |
| Storage | 801 | 509 | 222 | ||
| Tank and Pump Solutions (Tank and Pump) | 48 | ||||
| United Kingdom Storage Solutions (UK Storage) | 46 | ||||
| Total | 2,365 | 2,143 | 1,673 | 1,368 | 1,064 |
Price Behavior
| Market Price | $21.62 | |
| Market Cap ($ Bil) | 4.0 | |
| First Trading Date | 07/25/2013 | |
| Distance from 52W High | -44.0% | |
| 50 Days | 200 Days | |
| DMA Price | $20.68 | $23.56 |
| DMA Trend | down | up |
| Distance from DMA | 4.6% | -8.2% |
| 3M | 1YR | |
| Volatility | 54.2% | 52.4% |
| Downside Capture | 140.16 | 210.04 |
| Upside Capture | 249.82 | 128.28 |
| Correlation (SPY) | 41.9% | 63.3% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.81 | 2.06 | 2.24 | 1.79 | 1.72 | 1.50 |
| Up Beta | 1.10 | 1.33 | 3.07 | 2.52 | 1.68 | 1.48 |
| Down Beta | 1.89 | 2.01 | 1.98 | 1.67 | 1.64 | 1.66 |
| Up Capture | 233% | 215% | 190% | 102% | 159% | 126% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 8 | 18 | 26 | 53 | 110 | 364 |
| Down Capture | 146% | 227% | 220% | 192% | 150% | 111% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 12 | 23 | 35 | 69 | 137 | 381 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WSC | |
|---|---|---|---|---|
| WSC | -40.8% | 52.3% | -0.82 | - |
| Sector ETF (XLI) | 27.9% | 19.2% | 1.15 | 68.6% |
| Equity (SPY) | 14.0% | 19.4% | 0.55 | 63.5% |
| Gold (GLD) | 74.3% | 25.3% | 2.17 | -2.5% |
| Commodities (DBC) | 7.0% | 16.7% | 0.24 | 20.6% |
| Real Estate (VNQ) | 7.9% | 16.6% | 0.28 | 49.5% |
| Bitcoin (BTCUSD) | -29.8% | 44.9% | -0.65 | 25.5% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WSC | |
|---|---|---|---|---|
| WSC | -4.1% | 39.0% | 0.00 | - |
| Sector ETF (XLI) | 15.9% | 17.2% | 0.74 | 60.6% |
| Equity (SPY) | 13.3% | 17.0% | 0.62 | 56.5% |
| Gold (GLD) | 22.1% | 17.0% | 1.06 | 4.2% |
| Commodities (DBC) | 10.5% | 18.9% | 0.44 | 17.1% |
| Real Estate (VNQ) | 5.2% | 18.8% | 0.18 | 44.8% |
| Bitcoin (BTCUSD) | 8.3% | 57.2% | 0.37 | 20.2% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WSC | |
|---|---|---|---|---|
| WSC | 8.6% | 39.6% | 0.34 | - |
| Sector ETF (XLI) | 15.3% | 19.8% | 0.68 | 59.5% |
| Equity (SPY) | 15.6% | 17.9% | 0.75 | 56.1% |
| Gold (GLD) | 15.3% | 15.6% | 0.82 | 1.1% |
| Commodities (DBC) | 8.1% | 17.6% | 0.38 | 24.8% |
| Real Estate (VNQ) | 6.4% | 20.7% | 0.27 | 49.6% |
| Bitcoin (BTCUSD) | 67.9% | 66.7% | 1.07 | 15.7% |
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Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/6/2025 | -6.5% | -11.8% | 6.9% |
| 7/31/2025 | -13.7% | -15.9% | -17.4% |
| 5/1/2025 | 6.5% | 8.1% | 4.3% |
| 2/20/2025 | -8.8% | -15.0% | -22.9% |
| 10/30/2024 | -14.8% | 2.4% | -1.6% |
| 8/1/2024 | -10.8% | -14.7% | -3.2% |
| 5/2/2024 | -0.7% | 7.9% | 4.7% |
| 2/20/2024 | -3.1% | -5.8% | -6.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 8 | 8 | 11 |
| # Negative | 12 | 12 | 9 |
| Median Positive | 5.4% | 9.3% | 6.9% |
| Median Negative | -7.6% | -9.4% | -10.6% |
| Max Positive | 9.2% | 12.8% | 16.8% |
| Max Negative | -14.8% | -16.5% | -40.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 07/31/2025 | 10-Q |
| 03/31/2025 | 05/01/2025 | 10-Q |
| 12/31/2024 | 02/20/2025 | 10-K |
| 09/30/2024 | 10/30/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 02/20/2024 | 10-K |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 04/27/2023 | 10-Q |
| 12/31/2022 | 02/22/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 08/04/2022 | 10-Q |
| 03/31/2022 | 04/28/2022 | 10-Q |
| 12/31/2021 | 02/25/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Lopez, Hezron T | EVP, CLO, CCO & ESG | Direct | Sell | 8202025 | 24.63 | 22,000 | 541,860 | 1,330,956 | Form |
| 2 | Soultz, Bradley Lee | Chief Executive Officer | Bradley L. Soultz Irrevocable Trust | Buy | 8062025 | 24.85 | 2,000 | 49,700 | 10,396,644 | Form |
| 3 | Soultz, Bradley Lee | Chief Executive Officer | Direct | Buy | 8062025 | 25.35 | 3,000 | 76,050 | 3,214,811 | Form |
| 4 | Zarcone, Dominick P | Direct | Buy | 6182025 | 26.19 | 10,000 | 261,876 | 402,870 | Form | |
| 5 | Soultz, Bradley Lee | Chief Executive Officer | Direct | Buy | 5072025 | 26.79 | 10,000 | 267,900 | 3,451,007 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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