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Custom Truck One Source Community
NYSE:CTOS Community
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Custom Truck One Source
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Consensus Narrative from 6 Analysts
US Infrastructure Investments Will Drive Rental Utilization
Key Takeaways Strong infrastructure and utility sector demand, coupled with labor shortages, is driving robust rental utilization, backlog, and recurring revenue growth. Strategic fleet expansion and proactive inventory management are positioning the company for margin recovery, improved earnings, and sustained top-line growth.
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US$5.67
FV
16.2% undervalued
intrinsic discount
7.74%
Revenue growth p.a.
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Your Valuation for
CTOS
CTOS
Custom Truck One Source
Your Fair Value
US$
Current Price
US$4.75
22.1% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
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Past
Future
-157m
3b
2015
2018
2021
2024
2025
2027
2030
Revenue US$2.6b
Earnings US$136.9m
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