Custom Truck One Source, Inc. (CTOS) vs GATX Corporation (GATX)

Custom Truck One Source, Inc. and GATX Corporation are both Rental & Leasing Services companies. GATX Corporation is the larger, with a market value of $5.8B against $2.1B — 2.8× the size. GATX Corporation trades at the lower P/E: 16.4× against 100×. GATX Corporation grew revenue faster over the last twelve months: 22.8% against 7.03%. GATX Corporation has the higher net margin (17.6% vs 1.05%) and the lower return on invested capital (2.46% vs 4.12%). Across the 21 metrics below, GATX Corporation leads on 12 and Custom Truck One Source, Inc. on 9.

Valuation

Metric CTOS GATX Rental & Leasing Services median
P/E 100.33 16.35 18.17
P/S 1.01 2.88 0.92
P/B 2.52 1.65 2.15
Price to free cash flow n/m n/m 7.80
EV/EBITDA 8.42 14.98 7.72
EV/Sales 1.82 8.58 2.47
Earnings yield 1.00% 6.11% 1.00%
Free cash flow yield (2.53%) (78.71%) 1.43%

Profitability

Metric CTOS GATX Rental & Leasing Services median
Gross margin 22.15% 73.63% 49.40%
Operating margin 7.99% 29.05% 8.49%
Net margin 1.05% 17.64% 1.01%
Free cash flow margin (2.55%) (226.65%) 1.87%
Return on equity 2.67% 11.57% 12.13%
Return on assets 0.60% 2.34% 0.24%
Return on invested capital 4.12% 2.46% 2.80%

Growth

Metric CTOS GATX Rental & Leasing Services median
Revenue growth (TTM) 7.03% 22.81% 3.21%
EPS growth (last fiscal year) (16.67%) 17.22% (8.44%)
Revenue growth, 5-year CAGR 45.05% 7.55% 12.97%
Net income growth, 5-year CAGR 0.00% 16.72% 0.00%

Health

Metric CTOS GATX Rental & Leasing Services median
Debt to equity 2.03 3.44 1.48
Current ratio 1.34 3.90 1.36
Net debt to EBITDA 4.17 7.65 4.32

Dividend

Metric CTOS GATX Rental & Leasing Services median
Dividend yield — 1.56% 1.56%
Payout ratio — 0.26 0.22

Size

Metric CTOS GATX Rental & Leasing Services median
Market cap 2.09b 5.83b 2.43b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack