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Custom Truck One Source, Inc. (CTOS) vs EquipmentShare.com Inc. (EQPT)

Custom Truck One Source, Inc. and EquipmentShare.com Inc. are both Rental & Leasing Services companies. EquipmentShare.com Inc. is the larger, with a market value of $3.5B against $2.1B — 1.6× the size. EquipmentShare.com Inc. trades at the lower P/E: 15.4× against 71.6×. Custom Truck One Source, Inc. has the higher net margin (1.44% vs 1.03%) and the lower return on invested capital (4.27% vs 23.5%). Across the 18 metrics below, EquipmentShare.com Inc. leads on 11 and Custom Truck One Source, Inc. on 7.

Valuation

Metric CTOS EQPT Rental & Leasing Services median
P/E 71.56 15.37 20.11
P/S 1.03 0.68 1.11
P/B 2.58 2.88 2.44
Price to free cash flow 267.17 n/m 11.04
EV/EBITDA 8.39 3.36 8.70
EV/Sales 1.83 1.33 2.87
Earnings yield 1.40% 6.51% 3.40%
Free cash flow yield 0.37% (48.66%) 0.63%

Profitability

Metric CTOS EQPT Rental & Leasing Services median
Gross margin 22.62% 49.70% 48.46%
Operating margin 8.21% 33.57% 8.37%
Net margin 1.44% 1.03% 1.97%
Free cash flow margin 0.39% (32.95%) 2.91%
Return on equity 3.67% 0.00% 12.31%
Return on assets 0.83% 1.49% 0.88%
Return on invested capital 4.27% 23.50% 2.86%

Growth

Metric CTOS EQPT Rental & Leasing Services median
Revenue growth (TTM) 5.78% — 4.47%
EPS growth (last fiscal year) (16.67%) 102.08% 1.04%
Revenue growth, 5-year CAGR 45.05% — 11.45%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric CTOS EQPT Rental & Leasing Services median
Debt to equity 2.01 3.16 1.28
Current ratio 1.28 2.42 1.01
Net debt to EBITDA 4.17 4.59 4.19

Dividend

Metric CTOS EQPT Rental & Leasing Services median
Dividend yield — — 1.38%
Payout ratio — — 0.24

Size

Metric CTOS EQPT Rental & Leasing Services median
Market cap 2.11b 3.47b 3.37b

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