Custom Truck One Source Inc (CTOS)vsRyder System Inc (R)
CTOS
Custom Truck One Source Inc
$6.59
+1.70%
INDUSTRIALS · Cap: $1.49B
R
Ryder System Inc
$203.64
-0.58%
INDUSTRIALS · Cap: $8.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Ryder System Inc generates 552% more annual revenue ($12.66B vs $1.94B). R leads profitability with a 3.9% profit margin vs -1.6%. R earns a higher WallStSmart Score of 56/100 (C).
CTOS
Hold40
out of 100
Grade: F
R
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CTOS.
Margin of Safety
-30.3%
Fair Value
$166.74
Current Price
$203.64
$36.90 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 140.0% year-over-year
Reasonable price relative to book value
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
ROE of -3.7% — below average capital efficiency
Earnings declined 26.5%
Currently unprofitable
4.5% earnings growth
3.9% margin — thin
Revenue declined 0.4%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CTOS
The strongest argument for CTOS centers on Revenue Growth, Price/Book. Revenue growth of 140.0% demonstrates continued momentum.
Bull Case : R
The strongest argument for R centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.86 suggests the stock is reasonably priced for its growth.
Bear Case : CTOS
The primary concerns for CTOS are Market Cap, Return on Equity, EPS Growth.
Bear Case : R
The primary concerns for R are EPS Growth, Profit Margin, Revenue Growth. Debt-to-equity of 2.84 is elevated, increasing financial risk. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
CTOS profiles as a hypergrowth stock while R is a value play — different risk/reward profiles.
CTOS carries more volatility with a beta of 1.11 — expect wider price swings.
CTOS is growing revenue faster at 140.0% — sustainability is the question.
R generates stronger free cash flow (344M), providing more financial flexibility.
Bottom Line
R scores higher overall (56/100 vs 40/100). Both earn "Buy" 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.
Ryder System Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Ryder System, Inc. is a global transportation and logistics company. The company is headquartered in Miami, Florida.
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