Custom Truck One Source Inc (CTOS)vsDeere & Company (DE)
CTOS
Custom Truck One Source Inc
$9.63
+2.67%
INDUSTRIALS · Cap: $2.10B
DE
Deere & Company
$684.73
+2.69%
INDUSTRIALS · Cap: $182.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 2255% more annual revenue ($47.93B vs $2.04B). DE leads profitability with a 10.2% profit margin vs 1.1%. DE trades at a lower P/E of 37.7x. DE earns a higher WallStSmart Score of 49/100 (D+).
CTOS
Hold41
out of 100
Grade: D
DE
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-77.7%
Fair Value
$3.99
Current Price
$9.63
$5.64 premium
Intrinsic value data unavailable for DE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Large-cap with strong market position
Generating 1.9B in free cash flow
Areas to Watch
1.1% margin — thin
Premium valuation, high expectations priced in
ROE of -2.1% — below average capital efficiency
Earnings declined 26.5%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : CTOS
The strongest argument for CTOS centers on Price/Book. Revenue growth of 10.2% demonstrates continued momentum.
Bull Case : DE
The strongest argument for DE centers on Market Cap, Free Cash Flow.
Bear Case : CTOS
The primary concerns for CTOS are Profit Margin, P/E Ratio, Return on Equity. A P/E of 102.8x leaves little room for execution misses. Debt-to-equity of 2.97 is elevated, increasing financial risk.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 2.29 is elevated, increasing financial risk.
Key Dynamics to Monitor
CTOS profiles as a value stock while DE is a declining play — different risk/reward profiles.
CTOS carries more volatility with a beta of 1.35 — expect wider price swings.
CTOS is growing revenue faster at 10.2% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
DE scores higher overall (49/100 vs 41/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Custom Truck One Source Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Custom Truck One Source, Inc. provides specialized equipment rental services to the electrical, telecommunications, and railroad transmission and distribution industries in North America. The company is headquartered in Kansas City, Missouri.
Deere & Company
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
John Deere is the brand name of Deere & Company, an American corporation that manufactures agricultural, construction, and forestry machinery, diesel engines, drivetrains (axles, transmissions, gearboxes) used in heavy equipment, and lawn care equipment.
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