Custom Truck One Source (CTOS) versus Its Rivals Financial Survey

Custom Truck One Source (NYSE:CTOS) is one of 158 publicly-traded companies in the “Trading Companies & Distributors” industry, but how does it weigh in compared to its competitors? We will compare Custom Truck One Source to similar companies based on the strength of its profitability, valuation, institutional ownership, risk, dividends, analyst recommendations and earnings.

Valuation & Earnings

This table compares Custom Truck One Source and its competitors revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Custom Truck One Source	$2.05 billion	N/A	80.92
Custom Truck One Source Competitors	$6.55 billion	$290.25 million	38.01

Custom Truck One Source’s competitors have higher revenue and earnings than Custom Truck One Source. Custom Truck One Source is trading at a higher price-to-earnings ratio than its competitors, indicating that it is currently more expensive than other companies in its industry.

Analyst Recommendations

This is a breakdown of recent ratings and price targets for Custom Truck One Source and its competitors, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Custom Truck One Source	1	3	4	0	2.38
Custom Truck One Source Competitors	1460	4943	6801	234	2.43

Custom Truck One Source presently has a consensus target price of $12.00, suggesting a potential upside of 14.08%. As a group, “Trading Companies & Distributors” companies have a potential upside of 7.32%. Given Custom Truck One Source’s higher probable upside, equities analysts plainly believe Custom Truck One Source is more favorable than its competitors.

Risk & Volatility

Custom Truck One Source has a beta of 1.43, indicating that its share price is 43% more volatile than the S&P 500. Comparatively, Custom Truck One Source’s competitors have a beta of 1.28, indicating that their average share price is 28% more volatile than the S&P 500.

Insider & Institutional Ownership

90.1% of Custom Truck One Source shares are owned by institutional investors. Comparatively, 51.0% of shares of all “Trading Companies & Distributors” companies are owned by institutional investors. 4.7% of Custom Truck One Source shares are owned by company insiders. Comparatively, 17.1% of shares of all “Trading Companies & Distributors” companies are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Profitability

This table compares Custom Truck One Source and its competitors’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Custom Truck One Source	N/A	N/A	N/A
Custom Truck One Source Competitors	2.94%	-0.07%	3.99%

Summary

Custom Truck One Source competitors beat Custom Truck One Source on 7 of the 12 factors compared.

About Custom Truck One Source

Custom Truck One Source, Inc. provides specialty equipment rental and sale services to the electric utility transmission and distribution, telecommunications, rail, forestry, waste management, and other infrastructure-related industries in the United States and Canada. The company operates through three segments: Equipment Rental Solutions (ERS), Truck and Equipment Sales (TES), and Aftermarket Parts and Services (APS). The ERS segment owns new and used specialty equipment, including truck-mounted aerial lifts, cranes, service trucks, dump trucks, trailers, digger derricks, and other machinery and equipment. The TES segment offers new equipment for sale to be used for end-markets, which can be modified to meet customers specific needs. The APS segment provides truck and equipment maintenance and repair services; and rents and sells specialized tools, including stringing blocks, insulated hot stick, and rigging equipment, as well as sale of specialized aftermarket parts. The company was formerly known as Nesco Holdings, Inc. and changed its name to Custom Truck One Source, Inc. in April 2021. Custom Truck One Source, Inc. was founded in 1988 and is headquartered in Kansas City, Missouri.