Sunbelt Rentals Holdings, Inc. (SUNB)vsWillscot Mobile Mini Holdings Corp A (WSC)
SUNB
Sunbelt Rentals Holdings, Inc.
$69.61
+3.69%
INDUSTRIALS · Cap: $27.74B
WSC
Willscot Mobile Mini Holdings Corp A
$18.65
+2.08%
INDUSTRIALS · Cap: $3.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Sunbelt Rentals Holdings, Inc. generates 379% more annual revenue ($10.93B vs $2.28B). SUNB leads profitability with a 12.7% profit margin vs -2.3%. SUNB appears more attractively valued with a PEG of 1.04. SUNB earns a higher WallStSmart Score of 50/100 (D+).
SUNB
Hold50
out of 100
Grade: D+
WSC
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
N/A
Fair Value
$22.17
Current Price
$69.61
$47.44 premium
Intrinsic value data unavailable for WSC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Generating 1.5B in free cash flow
Strong operational efficiency at 27.7%
Areas to Watch
2.7% revenue growth
Earnings declined 6.8%
Weak financial health signals
ROE of -5.7% — below average capital efficiency
Revenue declined 6.1%
Earnings declined 20.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : SUNB
The strongest argument for SUNB centers on Free Cash Flow. PEG of 1.04 suggests the stock is reasonably priced for its growth.
Bull Case : WSC
The strongest argument for WSC centers on Operating Margin. PEG of 1.19 suggests the stock is reasonably priced for its growth.
Bear Case : SUNB
The primary concerns for SUNB are Revenue Growth, EPS Growth.
Bear Case : WSC
The primary concerns for WSC are Piotroski F-Score, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
SUNB profiles as a value stock while WSC is a turnaround play — different risk/reward profiles.
SUNB carries more volatility with a beta of 1.65 — expect wider price swings.
SUNB is growing revenue faster at 2.7% — sustainability is the question.
SUNB generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
SUNB scores higher overall (50/100 vs 44/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Sunbelt Rentals Holdings, Inc.
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Sunbelt Rentals Holdings, Inc., engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada. The company is headquartered in Fort Mill, South Carolina.
Willscot Mobile Mini Holdings Corp A
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
WillScot Mobile Mini Holdings Corp. The company is headquartered in Phoenix, Arizona.
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