The type of stock to buy in a recession is up in the air-- it used to be vice...
POT STOCKS< --- I think so.
But what else.. Will Scott Mobile is interesting.>
We have owened them before. Good company and good management.>
Earnings Growth
Arguably nothing is more important than earnings growth, as surging profit levels is what most investors are after. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration.
While the historical EPS growth rate for WillScot is 150.1%, investors should actually focus on the projected growth. The company's EPS is expected to grow 77.6% this year, crushing the industry average, which calls for EPS growth of 43.1%.
Cash Flow Growth
Cash is the lifeblood of any business, but higher-than-average cash flow growth is more beneficial and important for growth-oriented companies than for mature companies. That's because, high cash accumulation enables these companies to undertake new projects without raising expensive outside funds.
Right now, year-over-year cash flow growth for WillScot is 35.3%, which is higher than many of its peers. In fact, the rate compares to the industry average of -36.9%.
While investors should actually consider the current cash flow growth, it's worth taking a look at the historical rate too for putting the current reading into proper perspective. The company's annualized cash flow growth rate has been 47.6% over the past 3-5 years versus the industry average of 6.6%.
Promising Earnings Estimate Revisions
Superiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
The current-year earnings estimates for WillScot have been revising upward. The Zacks Consensus Estimate for the current year has surged 2.7% over the past month.
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Transitional economy.... build a HQ or just use a WSC modular space unit?
Description
WillScot Mobile Mini Holdings Corp. provides work space and portable storage solutions in the United States, Canada, Mexico, and the United Kingdom. The company leases modular space and portable storage units to customers in the commercial and industrial, construction, education, energy and natural resources, government, and other end markets. As of December 31, 2021, it had approximately 390,000 total units, which included 162,000 modular space units; 213,000 portable storage units; 13,000 tank and pump units; and other value-added products. The company offers its solutions primarily under the WillScot and Mobile Mini brands. WillScot Mobile Mini Holdings Corp. was incorporated in 2017 and is headquartered in Phoenix, Arizona.
