CTOS Share Price Performance
US$5.39
-0.33 (-5.77%)
40.1% undervalued intrinsic discount
US$9.00
Fair Value
Price US$5.39
AnalystHighTarget US$9.00
AnalystConsensusTarget US$7.67
AnalystLowTarget US$5.50
Fair ValueUS$9.00
Share Pricen/a
Custom Truck One Source, Inc. Stock Price
- 3 Narratives written by author
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- 3 Fair Values set on narratives written by author
CTOS Community Narratives
AN
Fair Value US$9 40.1% undervalued intrinsic discount
US Infrastructure Spending And Electrification Will Drive Market Expansion
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Fair Value US$7.67 29.7% undervalued intrinsic discount
Equipment Expansion And Electrification Will Drive Recurring Revenue And Support Profitability
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AN
Fair Value US$5.5 2.0% undervalued intrinsic discount
Legacy Diesel Fleets Will Struggle Under Tightening Emissions Rules
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Equipment Expansion And Electrification Will Drive Recurring Revenue And Support Profitability
Key Takeaways Growth in rental revenue is supported by utility infrastructure upgrades and legislative incentives driving equipment purchases, leading to stronger margins and cash flow. Diversification and inventory optimization efforts reduce risk and leverage, enhancing company resilience and positioning for improved profitability.Read more
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AN
US$7.67
29.7% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
5.54% p.a.
Profit Margin
1.48%
Future PE
66.92x
Share price in 2028
US$10.88
US Infrastructure Spending And Electrification Will Drive Market Expansion
Key Takeaways Large-scale electrification trends, infrastructure investment, and regulatory changes are driving sustained revenue and margin growth, positioning the company for market share gains and higher profitability. Strong cash flow and balance sheet strength enable aggressive acquisitions, supporting industry consolidation and outperformance compared to competitors.Read more
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AN
US$9
40.1% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
6.86% p.a.
Profit Margin
0.91%
Future PE
124.84x
Share price in 2028
US$12.74
Legacy Diesel Fleets Will Struggle Under Tightening Emissions Rules
Key Takeaways The shift to electric and autonomous vehicles and stricter environmental regulations risk making current assets obsolete, raising costs and compressing margins. Heavy investments in fleet expansion and high customer concentration increase financial vulnerability and revenue volatility amid evolving industry and competitive pressures.Read more
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AN
US$5.5
2.0% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
6.83% p.a.
Profit Margin
0.9%
Future PE
77.09x
Share price in 2028
US$7.79
Recently Updated Narratives
AN
Equipment Expansion And Electrification Will Drive Recurring Revenue And Support Profitability
Fair Value: US$7.67 29.7% undervalued intrinsic discount
2 followersusers have followed this narrative
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AN
Legacy Diesel Fleets Will Struggle Under Tightening Emissions Rules
Fair Value: US$5.5 2.0% undervalued intrinsic discount
1 followerusers have followed this narrative
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AN
US Infrastructure Spending And Electrification Will Drive Market Expansion
Fair Value: US$9 40.1% undervalued intrinsic discount
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0 commentsusers have commented on this narrative
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Snowflake Analysis
Custom Truck One Source, Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -0.11
- 21.03%
- -1.26%
- 303.7%
About CTOS
- Founded
- 1988
- Employees
- 2619
- CEO
- WebsiteView website
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.
