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Side-by-side financial comparison of WillScot Holdings Corp (WSC) and Zeta Global Holdings Corp. (ZETA). Click either name above to swap in a different company.
WillScot Holdings Corp is the larger business by last-quarter revenue ($566.0M vs $394.6M, roughly 1.4× Zeta Global Holdings Corp.). Zeta Global Holdings Corp. runs the higher net margin — 1.7% vs -33.1%, a 34.8% gap on every dollar of revenue. On growth, Zeta Global Holdings Corp. posted the faster year-over-year revenue change (25.4% vs -6.1%). WillScot Holdings Corp produced more free cash flow last quarter ($149.7M vs $60.9M). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% 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.
Zeta Global Holdings Corp. is an American marketing technology company which was founded in 2007. Zeta offers companies a suite of multichannel marketing tools focused on creating, maintaining, and monetizing customer relationships. The company went public on the New York Stock Exchange on June 10, 2021, at a US$1.7 billion valuation.
WSC vs ZETA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $566.0M | $394.6M |
| Net Profit | $-187.3M | $6.5M |
| Gross Margin | 50.4% | 59.5% |
| Operating Margin | -32.5% | 4.5% |
| Net Margin | -33.1% | 1.7% |
| Revenue YoY | -6.1% | 25.4% |
| Net Profit YoY | -310.0% | -57.1% |
| EPS (diluted) | $-1.02 | $0.04 |
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 | $394.6M | ||
| Q3 25 | $566.8M | $337.2M | ||
| Q2 25 | $589.1M | $308.4M | ||
| Q1 25 | $559.6M | $264.4M | ||
| Q4 24 | $602.5M | $314.7M | ||
| Q3 24 | $601.4M | $268.3M | ||
| Q2 24 | $604.6M | $227.8M | ||
| Q1 24 | $587.2M | $194.9M |
| Q4 25 | $-187.3M | $6.5M | ||
| Q3 25 | $43.3M | $-3.6M | ||
| Q2 25 | $47.9M | $-12.8M | ||
| Q1 25 | $43.1M | $-21.6M | ||
| Q4 24 | $89.2M | $15.2M | ||
| Q3 24 | $-70.5M | $-17.4M | ||
| Q2 24 | $-46.9M | $-28.1M | ||
| Q1 24 | $56.2M | $-39.6M |
| Q4 25 | 50.4% | 59.5% | ||
| Q3 25 | 49.7% | 60.5% | ||
| Q2 25 | 50.3% | 62.1% | ||
| Q1 25 | 53.7% | 60.9% | ||
| Q4 24 | 55.8% | 60.0% | ||
| Q3 24 | 53.5% | 60.6% | ||
| Q2 24 | 54.1% | 60.0% | ||
| Q1 24 | 54.0% | 60.6% |
| Q4 25 | -32.5% | 4.5% | ||
| Q3 25 | 21.0% | 2.6% | ||
| Q2 25 | 21.5% | -1.7% | ||
| Q1 25 | 21.3% | -6.1% | ||
| Q4 24 | 28.9% | 2.2% | ||
| Q3 24 | -5.9% | -4.6% | ||
| Q2 24 | -0.9% | -11.7% | ||
| Q1 24 | 22.1% | -18.4% |
| Q4 25 | -33.1% | 1.7% | ||
| Q3 25 | 7.6% | -1.1% | ||
| Q2 25 | 8.1% | -4.2% | ||
| Q1 25 | 7.7% | -8.2% | ||
| Q4 24 | 14.8% | 4.8% | ||
| Q3 24 | -11.7% | -6.5% | ||
| Q2 24 | -7.7% | -12.3% | ||
| Q1 24 | 9.6% | -20.3% |
| Q4 25 | $-1.02 | $0.04 | ||
| Q3 25 | $0.24 | $-0.02 | ||
| Q2 25 | $0.26 | $-0.06 | ||
| Q1 25 | $0.23 | $-0.10 | ||
| Q4 24 | $0.48 | $0.10 | ||
| Q3 24 | $-0.37 | $-0.09 | ||
| Q2 24 | $-0.25 | $-0.16 | ||
| Q1 24 | $0.29 | $-0.23 |
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 | $319.8M |
| Total DebtLower is stronger | $3.6B | $197.1M |
| Stockholders' EquityBook value | $856.3M | $804.6M |
| Total Assets | $5.8B | $1.5B |
| Debt / EquityLower = less leverage | 4.15× | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $14.6M | $319.8M | ||
| Q3 25 | $14.8M | $385.2M | ||
| Q2 25 | $12.8M | $365.3M | ||
| Q1 25 | $10.7M | $364.4M | ||
| Q4 24 | $9.0M | $366.2M | ||
| Q3 24 | $11.0M | $418.5M | ||
| Q2 24 | $5.9M | $154.7M | ||
| Q1 24 | $13.1M | $141.6M |
| Q4 25 | $3.6B | $197.1M | ||
| Q3 25 | $3.6B | $196.9M | ||
| Q2 25 | $3.7B | $196.7M | ||
| Q1 25 | $3.6B | $196.5M | ||
| Q4 24 | $3.7B | $196.3M | ||
| Q3 24 | $3.6B | $196.1M | ||
| Q2 24 | $3.5B | $184.4M | ||
| Q1 24 | $3.5B | $184.2M |
| Q4 25 | $856.3M | $804.6M | ||
| Q3 25 | $1.1B | $689.2M | ||
| Q2 25 | $1.0B | $673.3M | ||
| Q1 25 | $1.0B | $676.6M | ||
| Q4 24 | $1.0B | $676.8M | ||
| Q3 24 | $1.1B | $474.9M | ||
| Q2 24 | $1.2B | $217.0M | ||
| Q1 24 | $1.3B | $191.6M |
| Q4 25 | $5.8B | $1.5B | ||
| Q3 25 | $6.1B | $1.2B | ||
| Q2 25 | $6.1B | $1.1B | ||
| Q1 25 | $6.0B | $1.1B | ||
| Q4 24 | $6.0B | $1.1B | ||
| Q3 24 | $6.0B | $869.1M | ||
| Q2 24 | $6.0B | $583.9M | ||
| Q1 24 | $6.2B | $550.3M |
| Q4 25 | 4.15× | 0.24× | ||
| Q3 25 | 3.39× | 0.29× | ||
| Q2 25 | 3.55× | 0.29× | ||
| Q1 25 | 3.56× | 0.29× | ||
| Q4 24 | 3.62× | 0.29× | ||
| Q3 24 | 3.42× | 0.41× | ||
| Q2 24 | 2.88× | 0.85× | ||
| Q1 24 | 2.63× | 0.96× |
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 | $64.1M |
| Free Cash FlowOCF − Capex | $149.7M | $60.9M |
| FCF MarginFCF / Revenue | 26.5% | 15.4% |
| Capex IntensityCapex / Revenue | 1.6% | 0.8% |
| Cash ConversionOCF / Net Profit | — | 9.81× |
| TTM Free Cash FlowTrailing 4 quarters | $737.7M | $185.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $158.9M | $64.1M | ||
| Q3 25 | $191.2M | $57.9M | ||
| Q2 25 | $205.3M | $42.0M | ||
| Q1 25 | $206.6M | $34.8M | ||
| Q4 24 | $178.9M | $43.7M | ||
| Q3 24 | $-1.6M | $34.4M | ||
| Q2 24 | $175.6M | $31.1M | ||
| Q1 24 | $208.7M | $24.7M |
| Q4 25 | $149.7M | $60.9M | ||
| Q3 25 | $186.9M | $52.4M | ||
| Q2 25 | $199.0M | $39.7M | ||
| Q1 25 | $202.0M | $32.1M | ||
| Q4 24 | $176.6M | $35.4M | ||
| Q3 24 | $-4.9M | $29.5M | ||
| Q2 24 | $169.4M | $24.4M | ||
| Q1 24 | $202.1M | $18.9M |
| Q4 25 | 26.5% | 15.4% | ||
| Q3 25 | 33.0% | 15.6% | ||
| Q2 25 | 33.8% | 12.9% | ||
| Q1 25 | 36.1% | 12.1% | ||
| Q4 24 | 29.3% | 11.3% | ||
| Q3 24 | -0.8% | 11.0% | ||
| Q2 24 | 28.0% | 10.7% | ||
| Q1 24 | 34.4% | 9.7% |
| Q4 25 | 1.6% | 0.8% | ||
| Q3 25 | 0.7% | 1.6% | ||
| Q2 25 | 1.1% | 0.8% | ||
| Q1 25 | 0.8% | 1.0% | ||
| Q4 24 | 0.4% | 2.6% | ||
| Q3 24 | 0.6% | 1.8% | ||
| Q2 24 | 1.0% | 3.0% | ||
| Q1 24 | 1.1% | 3.0% |
| Q4 25 | — | 9.81× | ||
| Q3 25 | 4.41× | — | ||
| Q2 25 | 4.28× | — | ||
| Q1 25 | 4.80× | — | ||
| Q4 24 | 2.01× | 2.87× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 3.71× | — |
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% |
ZETA
Segment breakdown not available.
