Custom Truck One Source Inc (CTOS)vsSunbelt Rentals Holdings, Inc. (SUNB)
CTOS
Custom Truck One Source Inc
$9.70
-0.72%
INDUSTRIALS · Cap: $2.30B
SUNB
Sunbelt Rentals Holdings, Inc.
$73.21
-0.16%
INDUSTRIALS · Cap: $31.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Sunbelt Rentals Holdings, Inc. generates 451% more annual revenue ($10.93B vs $1.98B). SUNB leads profitability with a 12.7% profit margin vs -0.9%. SUNB earns a higher WallStSmart Score of 53/100 (C-).
CTOS
Hold36
out of 100
Grade: F
SUNB
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.7%
Fair Value
$14.39
Current Price
$9.70
$4.69 discount
Intrinsic value data unavailable for SUNB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 1.5B in free cash flow
Areas to Watch
ROE of -2.1% — below average capital efficiency
Earnings declined 26.5%
Currently unprofitable
2.7% revenue growth
Earnings declined 6.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : CTOS
The strongest argument for CTOS centers on Price/Book.
Bull Case : SUNB
The strongest argument for SUNB centers on Free Cash Flow. PEG of 1.31 suggests the stock is reasonably priced for its growth.
Bear Case : CTOS
The primary concerns for CTOS are Return on Equity, EPS Growth, Profit Margin.
Bear Case : SUNB
The primary concerns for SUNB are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
CTOS profiles as a turnaround stock while SUNB is a value play — different risk/reward profiles.
SUNB carries more volatility with a beta of 1.66 — expect wider price swings.
CTOS is growing revenue faster at 9.3% — sustainability is the question.
SUNB generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
SUNB scores higher overall (53/100 vs 36/100). CTOS offers better value entry with a 50.7% margin of safety. Both earn "Buy" 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.
Sunbelt Rentals Holdings, Inc.
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Sunbelt Rentals Holdings, Inc., engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada. The company is headquartered in Fort Mill, South Carolina.
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