Custom Truck One Source, Inc.

NYSE:CTOS Stock Report

Market Cap: US$1.1b

Custom Truck One Source Management

Management criteria checks 4/4

Custom Truck One Source's CEO is Ryan McMonagle, appointed in Mar 2023, has a tenure of 1.75 years. total yearly compensation is $1.94M, comprised of 43.2% salary and 56.8% bonuses, including company stock and options. directly owns 0.21% of the company’s shares, worth $2.43M. The average tenure of the management team and the board of directors is 3.9 years and 3.7 years respectively.

Key information

Ryan McMonagle

Chief executive officer

US$1.9m

Total compensation

CEO salary percentage43.2%
CEO tenure1.8yrs
CEO ownership0.2%
Management average tenure3.9yrs
Board average tenure3.7yrs

Recent management updates

Recent updates

Custom Truck One Source's (NYSE:CTOS) Returns Have Hit A Wall

Nov 27
Custom Truck One Source's (NYSE:CTOS) Returns Have Hit A Wall

Custom Truck One Source, Inc. (NYSE:CTOS) Looks Just Right With A 30% Price Jump

Nov 06
Custom Truck One Source, Inc. (NYSE:CTOS) Looks Just Right With A 30% Price Jump

Does Custom Truck One Source (NYSE:CTOS) Have A Healthy Balance Sheet?

Oct 29
Does Custom Truck One Source (NYSE:CTOS) Have A Healthy Balance Sheet?

Not Many Are Piling Into Custom Truck One Source, Inc. (NYSE:CTOS) Just Yet

Aug 31
Not Many Are Piling Into Custom Truck One Source, Inc. (NYSE:CTOS) Just Yet

Is Custom Truck One Source, Inc. (NYSE:CTOS) Expensive For A Reason? A Look At Its Intrinsic Value

Jul 15
Is Custom Truck One Source, Inc. (NYSE:CTOS) Expensive For A Reason? A Look At Its Intrinsic Value

Custom Truck One Source, Inc. (NYSE:CTOS) Shares Slammed 30% But Getting In Cheap Might Be Difficult Regardless

May 04
Custom Truck One Source, Inc. (NYSE:CTOS) Shares Slammed 30% But Getting In Cheap Might Be Difficult Regardless

Is Custom Truck One Source (NYSE:CTOS) A Risky Investment?

Apr 11
Is Custom Truck One Source (NYSE:CTOS) A Risky Investment?

Custom Truck One Source, Inc.'s (NYSE:CTOS) Share Price Matching Investor Opinion

Mar 09
Custom Truck One Source, Inc.'s (NYSE:CTOS) Share Price Matching Investor Opinion

Custom Truck One Source: A Strong Buy Rating Based On Internal And External Strengths

Feb 02

Is There An Opportunity With Custom Truck One Source, Inc.'s (NYSE:CTOS) 36% Undervaluation?

Dec 30
Is There An Opportunity With Custom Truck One Source, Inc.'s (NYSE:CTOS) 36% Undervaluation?

With Custom Truck One Source, Inc. (NYSE:CTOS) It Looks Like You'll Get What You Pay For

Dec 07
With Custom Truck One Source, Inc. (NYSE:CTOS) It Looks Like You'll Get What You Pay For

Here's Why We Think Custom Truck One Source (NYSE:CTOS) Is Well Worth Watching

Nov 12
Here's Why We Think Custom Truck One Source (NYSE:CTOS) Is Well Worth Watching

Custom Truck: ESG Efforts, Capacity Expansion, And Cheap

Oct 24

Custom Truck One Source (NYSE:CTOS) Has A Somewhat Strained Balance Sheet

Oct 24
Custom Truck One Source (NYSE:CTOS) Has A Somewhat Strained Balance Sheet

Estimating The Intrinsic Value Of Custom Truck One Source, Inc. (NYSE:CTOS)

Jul 12
Estimating The Intrinsic Value Of Custom Truck One Source, Inc. (NYSE:CTOS)

Custom Truck One Source: A Deep Dive Into Strategy And Market Position

Jun 22

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

Apr 22
Is Custom Truck One Source (NYSE:CTOS) Using Too Much Debt?

Is Custom Truck One Source, Inc. (NYSE:CTOS) Trading At A 21% Discount?

Feb 23
Is Custom Truck One Source, Inc. (NYSE:CTOS) Trading At A 21% Discount?

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

Jan 19
Is Custom Truck One Source (NYSE:CTOS) Using Too Much Debt?

Custom Truck: Infrastructure Bill And Customization Could Be FCF Drivers

Jan 13

Custom Truck One Source CEO to retire, McMonagle to succeed

Dec 07

Custom Truck One Source, Inc. (NYSE:CTOS) Shares Could Be 30% Below Their Intrinsic Value Estimate

Oct 22
Custom Truck One Source, Inc. (NYSE:CTOS) Shares Could Be 30% Below Their Intrinsic Value Estimate

These 4 Measures Indicate That Custom Truck One Source (NYSE:CTOS) Is Using Debt Extensively

Sep 09
These 4 Measures Indicate That Custom Truck One Source (NYSE:CTOS) Is Using Debt Extensively

A Look At The Intrinsic Value Of Custom Truck One Source, Inc. (NYSE:CTOS)

Jul 22
A Look At The Intrinsic Value Of Custom Truck One Source, Inc. (NYSE:CTOS)

Custom Truck One Source (NYSE:CTOS) Takes On Some Risk With Its Use Of Debt

May 13
Custom Truck One Source (NYSE:CTOS) Takes On Some Risk With Its Use Of Debt

Estimating The Fair Value Of Custom Truck One Source, Inc. (NYSE:CTOS)

Apr 22
Estimating The Fair Value Of Custom Truck One Source, Inc. (NYSE:CTOS)

CEO Compensation Analysis

How has Ryan McMonagle's remuneration changed compared to Custom Truck One Source's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

-US$40m

Jun 30 2024n/an/a

-US$14m

Mar 31 2024n/an/a

US$23m

Dec 31 2023US$2mUS$838k

US$51m

Sep 30 2023n/an/a

US$66m

Jun 30 2023n/an/a

US$54m

Mar 31 2023n/an/a

US$56m

Dec 31 2022US$4mUS$800k

US$39m

Sep 30 2022n/an/a

US$4m

Jun 30 2022n/an/a

-US$14m

Mar 31 2022n/an/a

-US$157m

Dec 31 2021US$6mUS$469k

-US$182m

Compensation vs Market: Ryan's total compensation ($USD1.94M) is below average for companies of similar size in the US market ($USD3.22M).

Compensation vs Earnings: Ryan's compensation has been consistent with company performance over the past year.


CEO

Ryan McMonagle (45 yo)

1.8yrs

Tenure

US$1,937,026

Compensation

Mr. Ryan McMonagle serves as Chief Executive Officer of Custom Truck One Source, Inc. since March 20, 2023 and as its Director from June 19, 2023. He served as President at Custom Truck One Source, Inc. (f...


Leadership Team

NamePositionTenureCompensationOwnership
Ryan McMonagle
CEO & Director1.8yrsUS$1.94m0.21%
$ 2.4m
Fredrick Ross
Founder & Directorno dataUS$4.42m0.96%
$ 11.0m
Christopher Eperjesy
Chief Financial Officer2.3yrsUS$1.21m0.076%
$ 865.4k
Paul Jolas
Executive VP1.4yrsUS$1.71m0.0044%
$ 50.0k
Joseph Ross
President of Sales3.9yrsUS$929.88k0.23%
$ 2.6m
Thomas Rich
President of Rentals3.9yrsUS$918.02k0.096%
$ 1.1m
R. Barrett
Chief Accounting Officer5.4yrsUS$827.57k0.017%
$ 197.8k
Jim Carlsen
Chief Information Officerno datano datano data
Brian Perman
Vice President of Investor Relationsno datano datano data
Michael Turner
Executive Vice President of Parts3.9yrsno datano data

3.9yrs

Average Tenure

56yo

Average Age

Experienced Management: CTOS's management team is considered experienced (3.9 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Ryan McMonagle
CEO & Director1.5yrsUS$1.94m0.21%
$ 2.4m
Fredrick Ross
Founder & Director3.7yrsUS$4.42m0.96%
$ 11.0m
Mark Ein
Independent Director5.9yrsUS$226.57k2.24%
$ 25.6m
Paul Bader
Independent Director3.7yrsUS$226.57k0.031%
$ 350.1k
Louis Samson
Director3.7yrsno datano data
Marshall Heinberg
Independent Chairman of the Board3.7yrsUS$427.82k0.18%
$ 2.1m
David Glatt
Director3.7yrsno datano data
David Wolf
Director3.7yrsno datano data
Georgia Nelson
Independent Director3.7yrsUS$226.57k0.036%
$ 408.8k
Mary Jackson
Independent Director2.7yrsUS$226.57k0.014%
$ 161.2k

3.7yrs

Average Tenure

57yo

Average Age

Experienced Board: CTOS's board of directors are considered experienced (3.7 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/27 00:34
End of Day Share Price 2024/12/27 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Custom Truck One Source, Inc. is covered by 11 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew WittmannBaird
Justin HaukeBaird
Timothy TheinCitigroup Inc