Custom Truck One Source Inc (CTOS)vsU-Haul Holding Company (UHAL)
CTOS
Custom Truck One Source Inc
$9.70
-0.72%
INDUSTRIALS · Cap: $2.30B
UHAL
U-Haul Holding Company
$52.82
+1.34%
INDUSTRIALS · Cap: $9.90B
Smart Verdict
WallStSmart Research — data-driven comparison
U-Haul Holding Company generates 202% more annual revenue ($6.00B vs $1.98B). UHAL leads profitability with a 2.1% profit margin vs -0.9%. UHAL earns a higher WallStSmart Score of 40/100 (F).
CTOS
Hold36
out of 100
Grade: F
UHAL
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.7%
Fair Value
$14.39
Current Price
$9.70
$4.69 discount
Margin of Safety
+89.7%
Fair Value
$472.34
Current Price
$52.82
$419.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
ROE of -2.1% — below average capital efficiency
Earnings declined 26.5%
Currently unprofitable
Expensive relative to growth rate
1.9% revenue growth
ROE of 1.7% — below average capital efficiency
2.1% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CTOS
The strongest argument for CTOS centers on Price/Book.
Bull Case : UHAL
The strongest argument for UHAL centers on Price/Book.
Bear Case : CTOS
The primary concerns for CTOS are Return on Equity, EPS Growth, Profit Margin.
Bear Case : UHAL
The primary concerns for UHAL are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 110.8x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
CTOS profiles as a turnaround stock while UHAL is a value play — different risk/reward profiles.
CTOS carries more volatility with a beta of 1.12 — expect wider price swings.
CTOS is growing revenue faster at 9.3% — sustainability is the question.
CTOS generates stronger free cash flow (14M), providing more financial flexibility.
Bottom Line
UHAL scores higher overall (40/100 vs 36/100). CTOS offers better value entry with a 50.7% margin of safety. 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.
U-Haul Holding Company
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
AMERCO is a DIY warehousing and moving operator for household and commercial items in the United States and Canada. The company is headquartered in Reno, Nevada.
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