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 $1.3B — 1.6× the size. Aaron's Holdings Company, Inc. trades at the lower P/E: 8.9× against 105×. 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 105.00 8.88 19.17
P/S 1.06 0.50 0.99
P/B 2.63 1.63 2.23
Price to free cash flow n/m 4.12 8.31
EV/EBITDA 8.64 1.19 7.84
EV/Sales 1.87 0.81 2.53
Earnings yield 0.95% 11.26% 0.95%
Free cash flow yield (2.42%) 24.29% 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%) —
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 — 0.40% 1.59%
Payout ratio 0.00 0.00 0.00

Size

Metric CTOS PRG Rental & Leasing Services median
Market cap 2.10b 1.30b 2.42b

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