Custom Truck One Source Inc (CTOS)vsUnited Rentals Inc (URI)
CTOS
Custom Truck One Source Inc
$6.59
+1.70%
INDUSTRIALS · Cap: $1.38B
URI
United Rentals Inc
$747.59
+0.10%
INDUSTRIALS · Cap: $47.52B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 728% more annual revenue ($16.10B vs $1.94B). URI leads profitability with a 15.5% profit margin vs -1.6%. URI earns a higher WallStSmart Score of 63/100 (C+).
CTOS
Hold40
out of 100
Grade: F
URI
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CTOS.
Margin of Safety
-233.1%
Fair Value
$262.34
Current Price
$747.59
$485.25 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 28 in profit
Strong operational efficiency at 25.2%
Areas to Watch
1.4% revenue growth
Smaller company, higher risk/reward
ROE of -3.7% — below average capital efficiency
Earnings declined 26.5%
2.8% revenue growth
Grey zone — moderate risk
Weak financial health signals
Earnings declined 1.9%
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 Return on Equity, Operating Margin. Profitability is solid with margins at 15.5% and operating margin at 25.2%. PEG of 1.17 suggests the stock is reasonably priced for its growth.
Bear Case : CTOS
The primary concerns for CTOS are Revenue Growth, Market Cap, Return on Equity.
Bear Case : URI
The primary concerns for URI are Revenue Growth, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
CTOS profiles as a turnaround stock while URI is a value play — different risk/reward profiles.
URI carries more volatility with a beta of 1.65 — expect wider price swings.
URI is growing revenue faster at 2.8% — sustainability is the question.
URI generates stronger free cash flow (577M), providing more financial flexibility.
Bottom Line
URI scores higher overall (63/100 vs 40/100), backed by strong 15.5% margins. 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.
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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