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Side-by-side financial comparison of Nutanix, Inc. (NTNX) and WillScot Holdings Corp (WSC). Click either name above to swap in a different company.
Nutanix, Inc. is the larger business by last-quarter revenue ($670.6M vs $566.0M, roughly 1.2× WillScot Holdings Corp). Nutanix, Inc. runs the higher net margin — 9.3% vs -33.1%, a 42.4% gap on every dollar of revenue. On growth, Nutanix, Inc. posted the faster year-over-year revenue change (13.5% vs -6.1%). Nutanix, Inc. produced more free cash flow last quarter ($174.5M vs $149.7M). Over the past eight quarters, Nutanix, Inc.'s revenue compounded faster (8.9% CAGR vs -1.8%).
Nutanix, Inc. is an American cloud computing company that sells software for datacenters and hybrid multi-cloud deployments. This includes software for virtualization, Kubernetes, database-as-a-service, software-defined networking, security, as well as software-defined storage for file, object, and block storage.
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.
NTNX vs WSC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $670.6M | $566.0M |
| Net Profit | $62.1M | $-187.3M |
| Gross Margin | 87.0% | 50.4% |
| Operating Margin | 7.4% | -32.5% |
| Net Margin | 9.3% | -33.1% |
| Revenue YoY | 13.5% | -6.1% |
| Net Profit YoY | 107.5% | -310.0% |
| EPS (diluted) | $0.21 | $-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 | $670.6M | $566.0M | ||
| Q3 25 | $653.3M | $566.8M | ||
| Q2 25 | $639.0M | $589.1M | ||
| Q1 25 | $654.7M | $559.6M | ||
| Q4 24 | $591.0M | $602.5M | ||
| Q3 24 | $548.0M | $601.4M | ||
| Q2 24 | $524.6M | $604.6M | ||
| Q1 24 | $565.2M | $587.2M |
| Q4 25 | $62.1M | $-187.3M | ||
| Q3 25 | $38.6M | $43.3M | ||
| Q2 25 | $63.4M | $47.9M | ||
| Q1 25 | $56.4M | $43.1M | ||
| Q4 24 | $29.9M | $89.2M | ||
| Q3 24 | $-126.1M | $-70.5M | ||
| Q2 24 | $-15.6M | $-46.9M | ||
| Q1 24 | $32.8M | $56.2M |
| Q4 25 | 87.0% | 50.4% | ||
| Q3 25 | 87.2% | 49.7% | ||
| Q2 25 | 87.0% | 50.3% | ||
| Q1 25 | 87.0% | 53.7% | ||
| Q4 24 | 86.0% | 55.8% | ||
| Q3 24 | 85.2% | 53.5% | ||
| Q2 24 | 84.8% | 54.1% | ||
| Q1 24 | 85.6% | 54.0% |
| Q4 25 | 7.4% | -32.5% | ||
| Q3 25 | 4.8% | 21.0% | ||
| Q2 25 | 7.6% | 21.5% | ||
| Q1 25 | 10.0% | 21.3% | ||
| Q4 24 | 4.6% | 28.9% | ||
| Q3 24 | -2.2% | -5.9% | ||
| Q2 24 | -2.2% | -0.9% | ||
| Q1 24 | 6.6% | 22.1% |
| Q4 25 | 9.3% | -33.1% | ||
| Q3 25 | 5.9% | 7.6% | ||
| Q2 25 | 9.9% | 8.1% | ||
| Q1 25 | 8.6% | 7.7% | ||
| Q4 24 | 5.1% | 14.8% | ||
| Q3 24 | -23.0% | -11.7% | ||
| Q2 24 | -3.0% | -7.7% | ||
| Q1 24 | 5.8% | 9.6% |
| Q4 25 | $0.21 | $-1.02 | ||
| Q3 25 | $0.14 | $0.24 | ||
| Q2 25 | $0.22 | $0.26 | ||
| Q1 25 | $0.19 | $0.23 | ||
| Q4 24 | $0.10 | $0.48 | ||
| Q3 24 | $-0.50 | $-0.37 | ||
| Q2 24 | $-0.06 | $-0.25 | ||
| Q1 24 | $0.12 | $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 | $780.4M | $14.6M |
| Total DebtLower is stronger | — | $3.6B |
| Stockholders' EquityBook value | $-668.6M | $856.3M |
| Total Assets | $3.3B | $5.8B |
| Debt / EquityLower = less leverage | — | 4.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $780.4M | $14.6M | ||
| Q3 25 | $769.5M | $14.8M | ||
| Q2 25 | $872.6M | $12.8M | ||
| Q1 25 | $1.1B | $10.7M | ||
| Q4 24 | $716.6M | $9.0M | ||
| Q3 24 | $655.3M | $11.0M | ||
| Q2 24 | $598.0M | $5.9M | ||
| Q1 24 | $679.2M | $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 | $-668.6M | $856.3M | ||
| Q3 25 | $-694.5M | $1.1B | ||
| Q2 25 | $-711.4M | $1.0B | ||
| Q1 25 | $-807.7M | $1.0B | ||
| Q4 24 | $-685.3M | $1.0B | ||
| Q3 24 | $-728.1M | $1.1B | ||
| Q2 24 | $-619.5M | $1.2B | ||
| Q1 24 | $-611.7M | $1.3B |
| Q4 25 | $3.3B | $5.8B | ||
| Q3 25 | $3.3B | $6.1B | ||
| Q2 25 | $3.1B | $6.1B | ||
| Q1 25 | $3.0B | $6.0B | ||
| Q4 24 | $2.2B | $6.0B | ||
| Q3 24 | $2.1B | $6.0B | ||
| Q2 24 | $2.8B | $6.0B | ||
| Q1 24 | $2.7B | $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 | $196.8M | $158.9M |
| Free Cash FlowOCF − Capex | $174.5M | $149.7M |
| FCF MarginFCF / Revenue | 26.0% | 26.5% |
| Capex IntensityCapex / Revenue | 3.3% | 1.6% |
| Cash ConversionOCF / Net Profit | 3.17× | — |
| TTM Free Cash FlowTrailing 4 quarters | $772.8M | $737.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $196.8M | $158.9M | ||
| Q3 25 | $219.5M | $191.2M | ||
| Q2 25 | $218.5M | $205.3M | ||
| Q1 25 | $221.7M | $206.6M | ||
| Q4 24 | $161.8M | $178.9M | ||
| Q3 24 | $244.7M | $-1.6M | ||
| Q2 24 | $96.4M | $175.6M | ||
| Q1 24 | $186.4M | $208.7M |
| Q4 25 | $174.5M | $149.7M | ||
| Q3 25 | $207.8M | $186.9M | ||
| Q2 25 | $203.4M | $199.0M | ||
| Q1 25 | $187.1M | $202.0M | ||
| Q4 24 | $151.9M | $176.6M | ||
| Q3 24 | $224.3M | $-4.9M | ||
| Q2 24 | $78.3M | $169.4M | ||
| Q1 24 | $162.6M | $202.1M |
| Q4 25 | 26.0% | 26.5% | ||
| Q3 25 | 31.8% | 33.0% | ||
| Q2 25 | 31.8% | 33.8% | ||
| Q1 25 | 28.6% | 36.1% | ||
| Q4 24 | 25.7% | 29.3% | ||
| Q3 24 | 40.9% | -0.8% | ||
| Q2 24 | 14.9% | 28.0% | ||
| Q1 24 | 28.8% | 34.4% |
| Q4 25 | 3.3% | 1.6% | ||
| Q3 25 | 1.8% | 0.7% | ||
| Q2 25 | 2.4% | 1.1% | ||
| Q1 25 | 5.3% | 0.8% | ||
| Q4 24 | 1.7% | 0.4% | ||
| Q3 24 | 3.7% | 0.6% | ||
| Q2 24 | 3.4% | 1.0% | ||
| Q1 24 | 4.2% | 1.1% |
| Q4 25 | 3.17× | — | ||
| Q3 25 | 5.68× | 4.41× | ||
| Q2 25 | 3.45× | 4.28× | ||
| Q1 25 | 3.93× | 4.80× | ||
| Q4 24 | 5.41× | 2.01× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 5.68× | 3.71× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NTNX
| Services | $335.5M | 50% |
| Subscriptionand Circulation Software Entitlementand Support Subscription | $320.8M | 48% |
| Other | $14.3M | 2% |
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% |
