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Custom Truck One Source, Inc. Stock Price

NYSE:CTOS Community·US$1.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 3 Fair Values set on narratives written by author

CTOS Share Price Performance

US$6.14
2.74 (80.59%)
31.8% undervalued intrinsic discount
US$9.00
Fair Value
US$6.14
2.74 (80.59%)
31.8% undervalued intrinsic discount
US$9.00
Fair Value
Price US$6.14
AnalystHighTarget US$9.00
AnalystConsensusTarget US$7.18
AnalystLowTarget US$5.50

CTOS Community Narratives

AnalystHighTarget·
Fair Value US$9 31.8% undervalued intrinsic discount

US Infrastructure Spending And Electrification Will Drive Market Expansion

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AnalystConsensusTarget·
Fair Value US$7.1 13.5% undervalued intrinsic discount

Electricity Grid Modernization And Fleet Investments Will Secure Recurring Revenues

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AnalystLowTarget·
Fair Value US$5.5 11.6% overvalued intrinsic discount

Legacy Diesel Fleets Will Struggle Under Tightening Emissions Rules

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Recent CTOS News & Updates

Improved Revenues Required Before Custom Truck One Source, Inc. (NYSE:CTOS) Shares Find Their Feet

Jul 16
Improved Revenues Required Before Custom Truck One Source, Inc. (NYSE:CTOS) Shares Find Their Feet

Is Custom Truck One Source (NYSE:CTOS) Using Too Much Debt?

Jun 27
Is Custom Truck One Source (NYSE:CTOS) Using Too Much Debt?
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US Infrastructure Investments Will Drive Rental Utilization

Strong infrastructure and utility sector demand, coupled with labor shortages, is driving robust rental utilization, backlog, and recurring revenue growth.

Custom Truck One Source, Inc. Key Details

US$1.9b

Revenue

US$1.5b

Cost of Revenue

US$398.4m

Gross Profit

US$434.4m

Other Expenses

-US$36.0m

Earnings

Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
n/a
Earnings per share (EPS)
-0.16
Gross Margin
20.95%
Net Profit Margin
-1.89%
Debt/Equity Ratio
304.2%

Custom Truck One Source, Inc. Competitors

 
 
 
 
 
 
 
 
 
 
 
 

Snowflake Analysis

Adequate balance sheet and fair value.

0 Risks
2 Rewards

About CTOS

Founded
1988
Employees
2619
CEO
Ryan McMonagle
WebsiteView website
www.customtruck.com

Custom Truck One Source, Inc. provides specialty equipment rental and sale services to electric utility transmission and distribution, telecommunications, rail, forestry, waste management, and other infrastructure-related industries in the United States and Canada. It operates through three segments: Equipment Rental Solutions (ERS), Truck and Equipment Sales (TES), and Aftermarket Parts and Services (APS). The ERS segment owns new and used specialty equipment, including truck-mounted aerial lifts, cranes, service trucks, dump trucks, trailers, digger derricks, and other machinery and equipment. Its TES segment offers new equipment for sale to be used for end-markets, which can be modified to meet customers specific needs. The APS segment provides truck and equipment maintenance and repair services; and rents and sells specialized tools, including stringing blocks, insulated hot stick, and rigging equipment, 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.

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U.S. Market Performance

  • 7 Days: -2.7%
  • 3 Months: 5.1%
  • 1 Year: 13.4%
  • Year to Date: 11.7%
Over the last 7 days, the market has dropped 2.7%, driven by a decline of 2.5% in the Information Technology sector. As for the longer term, the market has actually risen by 13% in the last year. As for the next few years, earnings are expected to grow by 15% per annum. Market details ›