Custom Truck One Source, Inc. (CTOS) vs Aaron's Holdings Company, Inc. (PRG)

Custom Truck One Source, Inc. and Aaron's Holdings Company, Inc. are both Rental & Leasing Services companies. Custom Truck One Source, Inc. is the larger, with a market value of $2.1B against $1.2B — 1.7× the size. Aaron's Holdings Company, Inc. trades at the lower P/E: 8.4× against 100×. Aaron's Holdings Company, Inc. grew revenue faster over the last twelve months: 7.96% against 7.03%. Aaron's Holdings Company, Inc. has the higher net margin (5.61% vs 1.05%) and the higher return on invested capital (8.67% vs 4.12%). Across the 20 metrics below, Aaron's Holdings Company, Inc. leads on 18 and Custom Truck One Source, Inc. on 2.

Valuation

Metric CTOS PRG Rental & Leasing Services median
P/E 100.33 8.42 18.17
P/S 1.01 0.48 0.92
P/B 2.52 1.55 2.15
Price to free cash flow n/m 3.90 7.80
EV/EBITDA 8.42 1.15 7.72
EV/Sales 1.82 0.78 2.47
Earnings yield 1.00% 11.87% 1.00%
Free cash flow yield (2.53%) 25.62% 1.43%

Profitability

Metric CTOS PRG Rental & Leasing Services median
Gross margin 22.15% 94.71% 49.40%
Operating margin 7.99% 8.49% 8.49%
Net margin 1.05% 5.61% 1.01%
Free cash flow margin (2.55%) 12.20% 1.87%
Return on equity 2.67% 19.90% 12.13%
Return on assets 0.60% 8.37% 0.24%
Return on invested capital 4.12% 8.67% 2.80%

Growth

Metric CTOS PRG Rental & Leasing Services median
Revenue growth (TTM) 7.03% 7.96% 3.21%
EPS growth (last fiscal year) (16.67%) (20.75%) (8.44%)
Revenue growth, 5-year CAGR 45.05% (0.61%) 12.97%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CTOS PRG Rental & Leasing Services median
Debt to equity 2.03 1.10 1.48
Current ratio 1.34 4.03 1.36
Net debt to EBITDA 4.17 0.16 4.32

Dividend

Metric CTOS PRG Rental & Leasing Services median
Dividend yield — 1.77% 1.56%
Payout ratio — 0.15 0.22

Size

Metric CTOS PRG Rental & Leasing Services median
Market cap 2.09b 1.24b 2.43b

Compare with another peer

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