-3.46%
-9.35%
-9.52%
39.30%
-11.38%
-43.11%
66.67%
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Company Description
Custom Truck One Source, Inc.provides specialty equipment rental services to the electric utility transmission and distribution, telecommunications, rail, other infrastructure-related industries in North America.It operates through Equipment Rental Solutions, Truck and Equipment Sales, and Aftermarket Parts and Services segments.
The Equipment Rental Solutions owns new and used specialty equipment, including truck-mounted aerial lifts, cranes, service trucks, dump trucks, trailers, digger derricks, and other machinery and equipment.The Truck and Equipment Sales segment offers new equipment for sale to be used for end-markets which can be modified to meet customers specific needs.The Aftermarket Parts and Services segment provides truck and equipment maintenance and repair services as well as sale of specialized aftermarket parts.
The company was formerly known as Nesco Holdings, Inc.and changed its name to Custom Truck One Source, Inc.in April 2021.
Custom Truck One Source, Inc.was founded in 1988 and is headquartered in Kansas City, Missouri.
Market Data
| Last Price | 4.75 |
| Change Percentage | -3.46% |
| Open | 4.76 |
| Previous Close | 4.92 |
| Market Cap ( Millions) | 1072 |
| Volume | 967420 |
| Year High | 6.27 |
| Year Low | 3.03 |
| M A 50 | 4.85 |
| M A 200 | 4.5 |
Financial Ratios
| FCF Yield | -3.52% |
| Dividend Yield | 0.00% |
| ROE | -8.67% |
| Debt / Equity | 12.07% |
| Net Debt / EBIDTA | 0.05% |
| Price To Book | 1292.89 |
| Price Earnings Ratio | -19.81 |
| Price To FCF | -28.42 |
| Price To sales | 0.84 |
| EV / EBITDA | 5.29 |
News
- Mar -05 - Custom Truck One Source, Inc. (CTOS) Q4 2024 Earnings Call Transcript
- Mar -04 - Custom Truck One Source, Inc. (CTOS) Q4 Earnings Meet Estimates
- Mar -03 - Custom Truck One Source to Participate in the 2025 J.P. Morgan Industrials Conference
- Feb -11 - Custom Truck One Source Announces Fourth Quarter and Full-Year 2024 Earnings Release and Conference Call
- Feb -09 - Insider Buying Surges in February, Especially in These 6 Stocks
- Feb -05 - Are Auto-Tires-Trucks Stocks Lagging Custom Truck One Source (CTOS) This Year?
- Jan -29 - Custom Truck One Source: My Downgrade To Buy Reflects State Of Demand
- Nov -18 - Intensity Therapeutics Presents INT230-6 Phase 1/2 Data in Sarcoma and an Overview of its Ongoing Global Randomized Phase 3 Sarcoma Trial ("INVINCIBLE-3 Study") in a Late-Breaking Session at the 2024 Annual Connective Tissue Oncology Society Meeting (CTOS)
- Nov -07 - SpringWorks Therapeutics Announces Long-Term Efficacy and Safety Data from Phase 3 DeFi Trial of OGSIVEO® (nirogacestat) in Adults with Desmoid Tumors to be Presented at the Connective Tissue Oncology Society (CTOS) 2024 Annual Meeting
- Oct -31 - Custom Truck One Source, Inc. (CTOS) Q3 2024 Earnings Call Transcript
- Oct -30 - Custom Truck One Source, Inc. (CTOS) Reports Q3 Loss, Misses Revenue Estimates
- Oct -16 - Custom Truck One Source to Announce Third Quarter 2024 Financial Results
- Sep -11 - Custom Truck One Source to Participate in the 23rd Annual D.A. Davidson Diversified Industrials & Services Conference
- Aug -03 - Custom Truck One Source, Inc. (CTOS) Q2 2024 Earnings Call Transcript
- Aug -01 - Custom Truck One Source, Inc. (CTOS) Reports Q2 Loss, Misses Revenue Estimates
- Jul -18 - Custom Truck One Source to Announce Second Quarter 2024 Financial Results
- Jun -10 - New Strong Sell Stocks for June 10th
- May -28 - Custom Truck One Source to Participate in the Deutsche Bank 15th Annual Global Industrials, Materials & Building Products Conference
- May -03 - Custom Truck One Source, Inc. (CTOS) Q1 2024 Earnings Call Transcript
- May -02 - Custom Truck One Source, Inc. (CTOS) Reports Q1 Loss, Misses Revenue Estimates
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Truck and Equipment Sales
Expected Growth : 5 %
What the company do ?
Custom Truck One Source, Inc. offers truck and equipment sales, providing a wide range of new and used trucks, trailers, and equipment for various industries.
Why we expect these perspectives ?
Custom Truck One Source, Inc.'s 5% growth in Truck and Equipment Sales is driven by increasing demand from infrastructure development projects, rising construction activities, and growing need for specialized equipment in industries such as oil and gas, and mining. Additionally, the company's strategic expansion into new markets and product offerings, as well as its focus on providing customized solutions, contribute to its growth momentum.
Segment n°2 -> Equipment Rental Solutions
Expected Growth : 4 %
What the company do ?
Custom Truck One Source, Inc.'s Equipment Rental Solutions provide a comprehensive range of heavy equipment and tools for rent, catering to various industries and projects.
Why we expect these perspectives ?
Custom Truck One Source's Equipment Rental Solutions growth is driven by increasing demand for specialized equipment in infrastructure projects, rising adoption of rental models over ownership, and strategic acquisitions expanding the company's fleet and geographic reach. Additionally, investments in digital platforms and telematics enhance operational efficiency, further fueling growth.
Segment n°3 -> Aftermarket Parts and Services
Expected Growth : 7 %
What the company do ?
Custom Truck One Source, Inc. offers aftermarket parts and services, providing customized solutions for heavy-duty trucks, trailers, and equipment, enhancing performance and extending lifespan.
Why we expect these perspectives ?
Custom Truck One Source's 7% growth in aftermarket parts and services is driven by increasing demand for specialized truck equipment, expansion into new geographic markets, and strategic partnerships with OEMs. Additionally, the company's investment in digital platforms and e-commerce capabilities has improved customer experience, leading to increased sales and market share gains.
Custom Truck One Source, Inc. Products
| Product Range | What is it ? |
|---|---|
| Crane Trucks | Custom Truck One Source offers a range of crane trucks designed for heavy lifting and material handling in various industries such as construction, oil and gas, and utilities. |
| Aerial Devices | Our aerial devices include aerial lifts, bucket trucks, and digger derricks designed for aerial work, transmission and distribution line construction, and tree trimming. |
| Telehandlers | Custom Truck One Source offers a range of telehandlers designed for material handling, construction, and industrial applications. |
| Truck Bodies | Our truck bodies include service bodies, utility bodies, and dump bodies designed for various industries such as construction, utility, and municipal. |
| Equipment Rentals | Custom Truck One Source offers a range of equipment rentals including aerial devices, crane trucks, and telehandlers for short-term or long-term projects. |
| Parts and Service | Our parts and service department provides OEM and aftermarket parts, maintenance, and repair services for a range of equipment and trucks. |
Custom Truck One Source, Inc.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for Custom Truck One Source, Inc. is medium due to the availability of alternative trucking services and equipment rental options.
Bargaining Power Of Customers
The bargaining power of customers for Custom Truck One Source, Inc. is low due to the company's specialized services and equipment offerings, which limit customers' ability to negotiate prices.
Bargaining Power Of Suppliers
The bargaining power of suppliers for Custom Truck One Source, Inc. is medium due to the presence of multiple suppliers for trucking equipment and services, but the company's large scale of operations gives it some negotiating power.
Threat Of New Entrants
The threat of new entrants for Custom Truck One Source, Inc. is low due to the high capital requirements and regulatory barriers to entry in the trucking industry.
Intensity Of Rivalry
The intensity of rivalry for Custom Truck One Source, Inc. is high due to the competitive nature of the trucking industry, with many established players competing for market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 70.23% |
| Debt Cost | 6.85% |
| Equity Weight | 29.77% |
| Equity Cost | 7.35% |
| WACC | 7.00% |
| Leverage | 235.96% |
Custom Truck One Source, Inc. : Quality Control
Custom Truck One Source, Inc. passed 1 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| WLFC | Willis Lease Finance Corporation operates as a lessor and servicer of commercial aircraft and aircraft engines worldwide. The company operates through two segments, Leasing and Related Operations, and Spare Parts … |
| PRG | PROG Holdings, Inc. operates as an omnichannel provider of lease-purchase solutions to underserved and credit-challenged customers. It operates in two segments, Progressive Leasing and Vive. The Progressive Leasing segment offers … |
| HEES | H&E Equipment Services, Inc. operates as an integrated equipment services company. The company operates in five segments: Equipment Rentals, Used Equipment Sales, New Equipment Sales, Parts Sales, and Repair and … |
| HTZ | Hertz Global Holdings, Inc. operates as a vehicle rental company. It operates through two segments, Americas Rental Car and International Rental Car. The company provides vehicle rental services under the … |
| FPAY | FlexShopper, Inc., a financial technology company, operates an e-commerce marketplace to shop electronics, home furnishings, and other durable goods on a lease-to-own (LTO) basis. It offers durable products, including consumer … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Willis Lease Finance
A-Score
1-Year Total Return ->
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PROG Holdings
A-Score
1-Year Total Return ->
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H&E Equipment Services
A-Score
1-Year Total Return ->
4
FlexShopper
A-Score
1-Year Total Return ->
5
Custom Truck One Source
A-Score
1-Year Total Return ->
6
