Custom Truck One Source Inc (CTOS)vsRyder System Inc (R)
CTOS
Custom Truck One Source Inc
$9.33
+0.32%
INDUSTRIALS · Cap: $2.41B
R
Ryder System Inc
$266.39
-1.40%
INDUSTRIALS · Cap: $10.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Ryder System Inc generates 539% more annual revenue ($13.08B vs $2.05B). R leads profitability with a 4.0% profit margin vs 1.4%. R trades at a lower P/E of 21.4x. R earns a higher WallStSmart Score of 65/100 (C+).
CTOS
Avoid35
out of 100
Grade: F
R
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-74.2%
Fair Value
$4.07
Current Price
$9.33
$5.26 premium
Margin of Safety
-72.4%
Fair Value
$126.07
Current Price
$266.39
$140.32 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Earnings expanding 25.5% YoY
Areas to Watch
2.7% revenue growth
1.4% margin — thin
Premium valuation, high expectations priced in
ROE of -2.1% — below average capital efficiency
4.0% margin — thin
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CTOS
The strongest argument for CTOS centers on Price/Book.
Bull Case : R
The strongest argument for R centers on PEG Ratio, EPS Growth. PEG of 0.86 suggests the stock is reasonably priced for its growth.
Bear Case : CTOS
The primary concerns for CTOS are Revenue Growth, Profit Margin, P/E Ratio. A P/E of 81.5x leaves little room for execution misses. Debt-to-equity of 2.61 is elevated, increasing financial risk.
Bear Case : R
The primary concerns for R are Profit Margin, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.75 is elevated, increasing financial risk. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
CTOS carries more volatility with a beta of 1.43 — expect wider price swings.
R is growing revenue faster at 8.3% — sustainability is the question.
R generates stronger free cash flow (182M), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
R scores higher overall (65/100 vs 35/100). Both earn "Buy" and "Avoid" 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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