Custom Truck One Source Inc (CTOS)vsUnited Rentals Inc (URI)
CTOS
Custom Truck One Source Inc
$9.33
+0.32%
INDUSTRIALS · Cap: $2.41B
URI
United Rentals Inc
$1,055.57
+1.13%
INDUSTRIALS · Cap: $72.45B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 754% more annual revenue ($17.50B vs $2.05B). URI leads profitability with a 16.3% profit margin vs 1.4%. URI trades at a lower P/E of 25.8x. URI earns a higher WallStSmart Score of 72/100 (B).
CTOS
Avoid35
out of 100
Grade: F
URI
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-74.2%
Fair Value
$4.07
Current Price
$9.33
$5.26 premium
Intrinsic value data unavailable for URI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Strong operational efficiency at 29.2%
15.7% revenue growth
Earnings expanding 35.4% YoY
Areas to Watch
2.7% revenue growth
1.4% margin — thin
Premium valuation, high expectations priced in
ROE of -2.1% — below average capital efficiency
Moderate valuation
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CTOS
The strongest argument for CTOS centers on Price/Book.
Bull Case : URI
The strongest argument for URI centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 16.3% and operating margin at 29.2%. Revenue growth of 15.7% demonstrates continued momentum.
Bear Case : CTOS
The primary concerns for CTOS are Revenue Growth, Profit Margin, P/E Ratio. A P/E of 81.5x leaves little room for execution misses. Debt-to-equity of 2.61 is elevated, increasing financial risk.
Bear Case : URI
The primary concerns for URI are P/E Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 1.64 is elevated, increasing financial risk.
Key Dynamics to Monitor
CTOS profiles as a value stock while URI is a growth play — different risk/reward profiles.
URI carries more volatility with a beta of 1.83 — expect wider price swings.
URI is growing revenue faster at 15.7% — sustainability is the question.
CTOS generates stronger free cash flow (-10M), providing more financial flexibility.
Bottom Line
URI scores higher overall (72/100 vs 35/100), backed by strong 16.3% margins and 15.7% revenue growth. Both earn "Strong Buy" and "Avoid" 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.
United Rentals Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
United Rentals, Inc. (NYSE: URI) is the world's largest equipment rental company, with about 13 percent of the North American market share as of 2019.
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