Custom Truck One Source (NYSE: CTOS) is one of 22 public companies in the “Equipment rental & leasing, not elsewhere classified” industry, but how does it contrast to its rivals? We will compare Custom Truck One Source to related companies based on the strength of its profitability, institutional ownership, valuation, earnings, dividends, risk and analyst recommendations.
Profitability
This table compares Custom Truck One Source and its rivals’ net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Custom Truck One Source | -11.10% | N/A | -7.41% |
| Custom Truck One Source Competitors | -8.14% | -5.08% | 3.03% |
Valuation and Earnings
This table compares Custom Truck One Source and its rivals top-line revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Net Income | Price/Earnings Ratio | |
| Custom Truck One Source | $302.74 million | -$21.28 million | -10.53 |
| Custom Truck One Source Competitors | $1.38 billion | $74.59 million | 13.31 |
Custom Truck One Source’s rivals have higher revenue and earnings than Custom Truck One Source. Custom Truck One Source is trading at a lower price-to-earnings ratio than its rivals, indicating that it is currently more affordable than other companies in its industry.
Insider and Institutional Ownership
83.2% of Custom Truck One Source shares are held by institutional investors. Comparatively, 64.3% of shares of all “Equipment rental & leasing, not elsewhere classified” companies are held by institutional investors. 26.3% of Custom Truck One Source shares are held by insiders. Comparatively, 12.3% of shares of all “Equipment rental & leasing, not elsewhere classified” companies are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.
Analyst Ratings
This is a summary of current recommendations for Custom Truck One Source and its rivals, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Custom Truck One Source | 0 | 0 | 1 | 0 | 3.00 |
| Custom Truck One Source Competitors | 154 | 660 | 967 | 72 | 2.52 |
Custom Truck One Source currently has a consensus price target of $11.00, suggesting a potential upside of 14.82%. As a group, “Equipment rental & leasing, not elsewhere classified” companies have a potential upside of 2.76%. Given Custom Truck One Source’s stronger consensus rating and higher possible upside, equities analysts clearly believe Custom Truck One Source is more favorable than its rivals.
Volatility and Risk
Custom Truck One Source has a beta of 0.3, indicating that its share price is 70% less volatile than the S&P 500. Comparatively, Custom Truck One Source’s rivals have a beta of 1.46, indicating that their average share price is 46% more volatile than the S&P 500.
Summary
Custom Truck One Source rivals beat Custom Truck One Source on 7 of the 13 factors compared.
Custom Truck One Source Company Profile
Custom Truck One Source, Inc. provides specialty equipment, parts, tools, accessories, and services to the electric utility transmission and distribution, telecommunications, and rail industries in North America. It operates through two segments: Equipment Rental and Sales; and Parts, Tools and Accessories. The company offers specialized equipment to various customer base for the maintenance, repair, upgrade, and installation of critical infrastructure assets, including electric lines, telecommunications networks, and rail systems. As of March 8, 2021, it had a coast-to-coast rental fleet of approximately 4,500 units comprising insulated and non-insulated bucket trucks, digger derricks, line equipment, cranes, pressure diggers and drills, underground equipment, aerial devices, boom trucks, stringing gear, and hi-rail equipment, as well as repair parts, tools, and accessories. 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 based in the Kansas City, Missouri.