Custom Truck One Source Inc (CTOS)vsOshkosh Corporation (OSK)
CTOS
Custom Truck One Source Inc
$9.70
-0.72%
INDUSTRIALS · Cap: $2.30B
OSK
Oshkosh Corporation
$137.97
-9.86%
INDUSTRIALS · Cap: $9.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 425% more annual revenue ($10.42B vs $1.98B). OSK leads profitability with a 6.2% profit margin vs -0.9%. OSK earns a higher WallStSmart Score of 48/100 (D+).
CTOS
Hold36
out of 100
Grade: F
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.7%
Fair Value
$14.39
Current Price
$9.70
$4.69 discount
Margin of Safety
+33.0%
Fair Value
$260.30
Current Price
$137.97
$122.33 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of -2.1% — below average capital efficiency
Earnings declined 26.5%
Currently unprofitable
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CTOS
The strongest argument for CTOS centers on Price/Book.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : CTOS
The primary concerns for CTOS are Return on Equity, EPS Growth, Profit Margin.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
CTOS profiles as a turnaround stock while OSK is a value play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.33 — expect wider price swings.
CTOS is growing revenue faster at 9.3% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
OSK scores higher overall (48/100 vs 36/100). CTOS offers better value entry with a 50.7% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Custom Truck One Source Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Custom Truck One Source, Inc. provides specialized equipment rental services to the electrical, telecommunications, and railroad transmission and distribution industries in North America. The company is headquartered in Kansas City, Missouri.
Oshkosh Corporation
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
Oshkosh Corporation designs, manufactures and markets specialty vehicles and bodies worldwide. The company is headquartered in Oshkosh, Wisconsin.
Compare with Other RENTAL & LEASING SERVICES Stocks
Want to dig deeper into these stocks?