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Side-by-side financial comparison of CALERES INC (CAL) and WillScot Holdings Corp (WSC). Click either name above to swap in a different company.
CALERES INC is the larger business by last-quarter revenue ($790.1M vs $566.0M, roughly 1.4× WillScot Holdings Corp). CALERES INC runs the higher net margin — 0.3% vs -33.1%, a 33.4% gap on every dollar of revenue. On growth, CALERES INC posted the faster year-over-year revenue change (6.6% vs -6.1%). WillScot Holdings Corp produced more free cash flow last quarter ($149.7M vs $-12.4M). Over the past eight quarters, CALERES INC's revenue compounded faster (6.5% CAGR vs -1.8%).
Caleres Inc. is an American footwear company that owns and operates a variety of footwear brands. Its headquarters is located in Clayton, Missouri, a suburb of St. Louis. The company was founded in 1878 as Bryan, Brown & Company in St. Louis, though it underwent several name changes. The Hamilton-Brown Shoe Company was the largest manufacturer of shoes in America in the early 20th century, but it went bankrupt in June 1939.
WillScot Holdings Corp is a leading provider of modular space solutions and portable storage services across North America. It serves a wide range of sectors including construction, commercial development, education, healthcare, government projects, and special events, offering flexible, scalable temporary and semi-permanent space solutions tailored to diverse client needs.
CAL vs WSC — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $790.1M | $566.0M |
| Net Profit | $2.4M | $-187.3M |
| Gross Margin | 41.8% | 50.4% |
| Operating Margin | 1.5% | -32.5% |
| Net Margin | 0.3% | -33.1% |
| Revenue YoY | 6.6% | -6.1% |
| Net Profit YoY | -94.2% | -310.0% |
| EPS (diluted) | $0.07 | $-1.02 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $790.1M | $566.0M | ||
| Q3 25 | $658.5M | $566.8M | ||
| Q2 25 | $614.2M | $589.1M | ||
| Q1 25 | $639.2M | $559.6M | ||
| Q4 24 | $740.9M | $602.5M | ||
| Q3 24 | $683.3M | $601.4M | ||
| Q2 24 | $659.2M | $604.6M | ||
| Q1 24 | $697.1M | $587.2M |
| Q4 25 | $2.4M | $-187.3M | ||
| Q3 25 | $6.7M | $43.3M | ||
| Q2 25 | $6.9M | $47.9M | ||
| Q1 25 | $4.9M | $43.1M | ||
| Q4 24 | $41.4M | $89.2M | ||
| Q3 24 | $30.0M | $-70.5M | ||
| Q2 24 | $30.9M | $-46.9M | ||
| Q1 24 | $55.7M | $56.2M |
| Q4 25 | 41.8% | 50.4% | ||
| Q3 25 | 43.4% | 49.7% | ||
| Q2 25 | 45.4% | 50.3% | ||
| Q1 25 | 43.0% | 53.7% | ||
| Q4 24 | 44.1% | 55.8% | ||
| Q3 24 | 45.5% | 53.5% | ||
| Q2 24 | 46.9% | 54.1% | ||
| Q1 24 | 43.9% | 54.0% |
| Q4 25 | 1.5% | -32.5% | ||
| Q3 25 | 1.4% | 21.0% | ||
| Q2 25 | 1.9% | 21.5% | ||
| Q1 25 | 1.2% | 21.3% | ||
| Q4 24 | 7.7% | 28.9% | ||
| Q3 24 | 6.2% | -5.9% | ||
| Q2 24 | 6.5% | -0.9% | ||
| Q1 24 | 4.4% | 22.1% |
| Q4 25 | 0.3% | -33.1% | ||
| Q3 25 | 1.0% | 7.6% | ||
| Q2 25 | 1.1% | 8.1% | ||
| Q1 25 | 0.8% | 7.7% | ||
| Q4 24 | 5.6% | 14.8% | ||
| Q3 24 | 4.4% | -11.7% | ||
| Q2 24 | 4.7% | -7.7% | ||
| Q1 24 | 8.0% | 9.6% |
| Q4 25 | $0.07 | $-1.02 | ||
| Q3 25 | $0.20 | $0.24 | ||
| Q2 25 | $0.21 | $0.26 | ||
| Q1 25 | $0.17 | $0.23 | ||
| Q4 24 | $1.19 | $0.48 | ||
| Q3 24 | $0.85 | $-0.37 | ||
| Q2 24 | $0.88 | $-0.25 | ||
| Q1 24 | $1.56 | $0.29 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $34.0M | $14.6M |
| Total DebtLower is stronger | — | $3.6B |
| Stockholders' EquityBook value | $616.8M | $856.3M |
| Total Assets | $2.1B | $5.8B |
| Debt / EquityLower = less leverage | — | 4.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.0M | $14.6M | ||
| Q3 25 | $191.5M | $14.8M | ||
| Q2 25 | $33.1M | $12.8M | ||
| Q1 25 | $29.6M | $10.7M | ||
| Q4 24 | $33.7M | $9.0M | ||
| Q3 24 | $51.8M | $11.0M | ||
| Q2 24 | $30.7M | $5.9M | ||
| Q1 24 | $21.4M | $13.1M |
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B | ||
| Q1 24 | — | $3.5B |
| Q4 25 | $616.8M | $856.3M | ||
| Q3 25 | $613.3M | $1.1B | ||
| Q2 25 | $605.2M | $1.0B | ||
| Q1 25 | $599.0M | $1.0B | ||
| Q4 24 | $598.3M | $1.0B | ||
| Q3 24 | $606.1M | $1.1B | ||
| Q2 24 | $570.3M | $1.2B | ||
| Q1 24 | $560.6M | $1.3B |
| Q4 25 | $2.1B | $5.8B | ||
| Q3 25 | $2.2B | $6.1B | ||
| Q2 25 | $1.9B | $6.1B | ||
| Q1 25 | $1.9B | $6.0B | ||
| Q4 24 | $2.0B | $6.0B | ||
| Q3 24 | $2.0B | $6.0B | ||
| Q2 24 | $1.9B | $6.0B | ||
| Q1 24 | $1.8B | $6.2B |
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | — | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× | ||
| Q1 24 | — | 2.63× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-1.2M | $158.9M |
| Free Cash FlowOCF − Capex | $-12.4M | $149.7M |
| FCF MarginFCF / Revenue | -1.6% | 26.5% |
| Capex IntensityCapex / Revenue | 1.4% | 1.6% |
| Cash ConversionOCF / Net Profit | -0.50× | — |
| TTM Free Cash FlowTrailing 4 quarters | $14.4M | $737.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.2M | $158.9M | ||
| Q3 25 | $47.3M | $191.2M | ||
| Q2 25 | $-5.7M | $205.3M | ||
| Q1 25 | $28.7M | $206.6M | ||
| Q4 24 | $-39.8M | $178.9M | ||
| Q3 24 | $79.6M | $-1.6M | ||
| Q2 24 | $36.1M | $175.6M | ||
| Q1 24 | $43.0M | $208.7M |
| Q4 25 | $-12.4M | $149.7M | ||
| Q3 25 | $35.0M | $186.9M | ||
| Q2 25 | $-26.2M | $199.0M | ||
| Q1 25 | $18.0M | $202.0M | ||
| Q4 24 | $-57.4M | $176.6M | ||
| Q3 24 | $68.5M | $-4.9M | ||
| Q2 24 | $26.3M | $169.4M | ||
| Q1 24 | $32.4M | $202.1M |
| Q4 25 | -1.6% | 26.5% | ||
| Q3 25 | 5.3% | 33.0% | ||
| Q2 25 | -4.3% | 33.8% | ||
| Q1 25 | 2.8% | 36.1% | ||
| Q4 24 | -7.7% | 29.3% | ||
| Q3 24 | 10.0% | -0.8% | ||
| Q2 24 | 4.0% | 28.0% | ||
| Q1 24 | 4.6% | 34.4% |
| Q4 25 | 1.4% | 1.6% | ||
| Q3 25 | 1.9% | 0.7% | ||
| Q2 25 | 3.3% | 1.1% | ||
| Q1 25 | 1.7% | 0.8% | ||
| Q4 24 | 2.4% | 0.4% | ||
| Q3 24 | 1.6% | 0.6% | ||
| Q2 24 | 1.5% | 1.0% | ||
| Q1 24 | 1.5% | 1.1% |
| Q4 25 | -0.50× | — | ||
| Q3 25 | 7.05× | 4.41× | ||
| Q2 25 | -0.81× | 4.28× | ||
| Q1 25 | 5.82× | 4.80× | ||
| Q4 24 | -0.96× | 2.01× | ||
| Q3 24 | 2.66× | — | ||
| Q2 24 | 1.17× | — | ||
| Q1 24 | 0.77× | 3.71× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CAL
| Brand Portfolio | $383.7M | 49% |
| Landed Wholesale | $148.1M | 19% |
| Wholesale E Commerce | $75.0M | 9% |
| Ecommerce | $68.8M | 9% |
| Stuart Weitzman Brand | $45.8M | 6% |
| Landed Wholesale Ecommerce Drop Ship | $30.6M | 4% |
| First Cost Wholesale | $14.9M | 2% |
| Clt Brand Solutions | $10.2M | 1% |
| License And Royalty | $2.1M | 0% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
