Custom Truck One Source Inc (CTOS)vsU-Haul Holding Company (UHAL-B)
CTOS
Custom Truck One Source Inc
$9.70
-0.72%
INDUSTRIALS · Cap: $2.30B
UHAL-B
U-Haul Holding Company
$48.35
+0.86%
INDUSTRIALS · Cap: $9.22B
Smart Verdict
WallStSmart Research — data-driven comparison
U-Haul Holding Company generates 202% more annual revenue ($6.00B vs $1.98B). UHAL-B leads profitability with a 2.1% profit margin vs -0.9%. UHAL-B earns a higher WallStSmart Score of 36/100 (F).
CTOS
Hold36
out of 100
Grade: F
UHAL-B
Hold36
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
+48.1%
Fair Value
$86.28
Current Price
$48.35
$37.93 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
1.9% revenue growth
ROE of 1.7% — below average capital efficiency
2.1% margin — thin
Operating margin of 2.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : CTOS
The strongest argument for CTOS centers on Price/Book.
Bull Case : UHAL-B
The strongest argument for UHAL-B centers on Price/Book.
Bear Case : CTOS
The primary concerns for CTOS are Return on Equity, EPS Growth, Profit Margin.
Bear Case : UHAL-B
The primary concerns for UHAL-B are Revenue Growth, Return on Equity, Profit Margin. A P/E of 102.2x 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-B 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
CTOS scores higher overall (36/100 vs 36/100). UHAL-B offers better value entry with a 48.1% 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
U-Haul Holding Company, a subsidiary of AMERCO, is a prominent provider of storage and transportation solutions across North America, specializing in a wide variety of rental trucks, trailers, and self-storage facilities. With a strong brand reputation and an extensive network, the company caters to a diverse clientele, including individual households and commercial entities. U-Haul's dedication to affordability and customer satisfaction, coupled with strategic investments in technology and operational efficiencies, positions it for sustained growth in the competitive do-it-yourself moving sector. As an industry leader, U-Haul is well-positioned to benefit from the rising consumer demand for flexible and accessible moving solutions.
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