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Side-by-side financial comparison of WillScot Holdings Corp (WSC) and YELP INC (YELP). Click either name above to swap in a different company.
WillScot Holdings Corp is the larger business by last-quarter revenue ($566.0M vs $360.0M, roughly 1.6× YELP INC). YELP INC runs the higher net margin — 10.5% vs -33.1%, a 43.6% gap on every dollar of revenue. On growth, YELP INC posted the faster year-over-year revenue change (-0.5% vs -6.1%). WillScot Holdings Corp produced more free cash flow last quarter ($149.7M vs $72.3M). Over the past eight quarters, YELP INC's revenue compounded faster (4.0% CAGR vs -1.8%).
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.
Yelp Inc. is an American company that develops the Yelp.com website and the Yelp mobile app, which publishes crowd-sourced reviews about businesses. It also operates Yelp Guest Manager, a table reservation service. It is headquartered in San Francisco.
WSC vs YELP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $566.0M | $360.0M |
| Net Profit | $-187.3M | $37.8M |
| Gross Margin | 50.4% | — |
| Operating Margin | -32.5% | 13.6% |
| Net Margin | -33.1% | 10.5% |
| Revenue YoY | -6.1% | -0.5% |
| Net Profit YoY | -310.0% | -10.5% |
| EPS (diluted) | $-1.02 | $0.60 |
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 | $566.0M | $360.0M | ||
| Q3 25 | $566.8M | $376.0M | ||
| Q2 25 | $589.1M | $370.4M | ||
| Q1 25 | $559.6M | $358.5M | ||
| Q4 24 | $602.5M | $362.0M | ||
| Q3 24 | $601.4M | $360.3M | ||
| Q2 24 | $604.6M | $357.0M | ||
| Q1 24 | $587.2M | $332.8M |
| Q4 25 | $-187.3M | $37.8M | ||
| Q3 25 | $43.3M | $39.3M | ||
| Q2 25 | $47.9M | $44.1M | ||
| Q1 25 | $43.1M | $24.4M | ||
| Q4 24 | $89.2M | $42.2M | ||
| Q3 24 | $-70.5M | $38.4M | ||
| Q2 24 | $-46.9M | $38.0M | ||
| Q1 24 | $56.2M | $14.2M |
| Q4 25 | 50.4% | — | ||
| Q3 25 | 49.7% | — | ||
| Q2 25 | 50.3% | — | ||
| Q1 25 | 53.7% | — | ||
| Q4 24 | 55.8% | — | ||
| Q3 24 | 53.5% | — | ||
| Q2 24 | 54.1% | — | ||
| Q1 24 | 54.0% | — |
| Q4 25 | -32.5% | 13.6% | ||
| Q3 25 | 21.0% | 14.1% | ||
| Q2 25 | 21.5% | 14.4% | ||
| Q1 25 | 21.3% | 8.2% | ||
| Q4 24 | 28.9% | 14.8% | ||
| Q3 24 | -5.9% | 12.9% | ||
| Q2 24 | -0.9% | 11.1% | ||
| Q1 24 | 22.1% | 3.4% |
| Q4 25 | -33.1% | 10.5% | ||
| Q3 25 | 7.6% | 10.5% | ||
| Q2 25 | 8.1% | 11.9% | ||
| Q1 25 | 7.7% | 6.8% | ||
| Q4 24 | 14.8% | 11.7% | ||
| Q3 24 | -11.7% | 10.7% | ||
| Q2 24 | -7.7% | 10.7% | ||
| Q1 24 | 9.6% | 4.3% |
| Q4 25 | $-1.02 | $0.60 | ||
| Q3 25 | $0.24 | $0.61 | ||
| Q2 25 | $0.26 | $0.67 | ||
| Q1 25 | $0.23 | $0.36 | ||
| Q4 24 | $0.48 | $0.58 | ||
| Q3 24 | $-0.37 | $0.56 | ||
| Q2 24 | $-0.25 | $0.54 | ||
| Q1 24 | $0.29 | $0.20 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $14.6M | $319.4M |
| Total DebtLower is stronger | $3.6B | — |
| Stockholders' EquityBook value | $856.3M | $710.9M |
| Total Assets | $5.8B | $958.5M |
| Debt / EquityLower = less leverage | 4.15× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $14.6M | $319.4M | ||
| Q3 25 | $14.8M | $333.6M | ||
| Q2 25 | $12.8M | $301.1M | ||
| Q1 25 | $10.7M | $324.4M | ||
| Q4 24 | $9.0M | $317.9M | ||
| Q3 24 | $11.0M | $397.0M | ||
| Q2 24 | $5.9M | $384.8M | ||
| Q1 24 | $13.1M | $420.8M |
| 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 | $856.3M | $710.9M | ||
| Q3 25 | $1.1B | $733.2M | ||
| Q2 25 | $1.0B | $746.4M | ||
| Q1 25 | $1.0B | $728.0M | ||
| Q4 24 | $1.0B | $744.0M | ||
| Q3 24 | $1.1B | $739.5M | ||
| Q2 24 | $1.2B | $735.3M | ||
| Q1 24 | $1.3B | $722.0M |
| Q4 25 | $5.8B | $958.5M | ||
| Q3 25 | $6.1B | $989.9M | ||
| Q2 25 | $6.1B | $980.2M | ||
| Q1 25 | $6.0B | $985.2M | ||
| Q4 24 | $6.0B | $983.6M | ||
| Q3 24 | $6.0B | $980.2M | ||
| Q2 24 | $6.0B | $965.0M | ||
| Q1 24 | $6.2B | $993.5M |
| 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 | $158.9M | $84.5M |
| Free Cash FlowOCF − Capex | $149.7M | $72.3M |
| FCF MarginFCF / Revenue | 26.5% | 20.1% |
| Capex IntensityCapex / Revenue | 1.6% | 3.4% |
| Cash ConversionOCF / Net Profit | — | 2.24× |
| TTM Free Cash FlowTrailing 4 quarters | $737.7M | $323.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $158.9M | $84.5M | ||
| Q3 25 | $191.2M | $131.5M | ||
| Q2 25 | $205.3M | $58.0M | ||
| Q1 25 | $206.6M | $98.0M | ||
| Q4 24 | $178.9M | $71.0M | ||
| Q3 24 | $-1.6M | $102.3M | ||
| Q2 24 | $175.6M | $39.7M | ||
| Q1 24 | $208.7M | $72.9M |
| Q4 25 | $149.7M | $72.3M | ||
| Q3 25 | $186.9M | $118.9M | ||
| Q2 25 | $199.0M | $45.0M | ||
| Q1 25 | $202.0M | $87.5M | ||
| Q4 24 | $176.6M | $60.0M | ||
| Q3 24 | $-4.9M | $92.5M | ||
| Q2 24 | $169.4M | $30.1M | ||
| Q1 24 | $202.1M | $65.9M |
| Q4 25 | 26.5% | 20.1% | ||
| Q3 25 | 33.0% | 31.6% | ||
| Q2 25 | 33.8% | 12.2% | ||
| Q1 25 | 36.1% | 24.4% | ||
| Q4 24 | 29.3% | 16.6% | ||
| Q3 24 | -0.8% | 25.7% | ||
| Q2 24 | 28.0% | 8.4% | ||
| Q1 24 | 34.4% | 19.8% |
| Q4 25 | 1.6% | 3.4% | ||
| Q3 25 | 0.7% | 3.3% | ||
| Q2 25 | 1.1% | 3.5% | ||
| Q1 25 | 0.8% | 2.9% | ||
| Q4 24 | 0.4% | 3.0% | ||
| Q3 24 | 0.6% | 2.7% | ||
| Q2 24 | 1.0% | 2.7% | ||
| Q1 24 | 1.1% | 2.1% |
| Q4 25 | — | 2.24× | ||
| Q3 25 | 4.41× | 3.34× | ||
| Q2 25 | 4.28× | 1.32× | ||
| Q1 25 | 4.80× | 4.02× | ||
| Q4 24 | 2.01× | 1.68× | ||
| Q3 24 | — | 2.66× | ||
| Q2 24 | — | 1.04× | ||
| Q1 24 | 3.71× | 5.15× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
YELP
| Advertising Services | $231.4M | 64% |
| Advertising Restaurants And Other | $106.8M | 30% |
| Other Revenue | $21.8M | 6% |
