Custom Truck One Source Inc (CTOS)vsU-Haul Holding Company (UHAL-B)
CTOS
Custom Truck One Source Inc
$9.68
-3.20%
INDUSTRIALS · Cap: $2.42B
UHAL-B
U-Haul Holding Company
$51.49
+2.08%
INDUSTRIALS · Cap: $10.54B
Smart Verdict
WallStSmart Research — data-driven comparison
U-Haul Holding Company generates 204% more annual revenue ($6.04B vs $1.98B). UHAL-B leads profitability with a 1.4% profit margin vs -0.9%. UHAL-B earns a higher WallStSmart Score of 36/100 (F).
CTOS
Avoid34
out of 100
Grade: F
UHAL-B
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-88.1%
Fair Value
$3.77
Current Price
$9.68
$5.91 premium
Intrinsic value data unavailable for UHAL-B.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
ROE of -2.1% — below average capital efficiency
Earnings declined 26.5%
Distress zone — elevated risk
Currently unprofitable
3.1% revenue growth
ROE of 0.7% — below average capital efficiency
1.4% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CTOS
The strongest argument for CTOS centers on Price/Book.
Bull Case : UHAL-B
The strongest argument for UHAL-B centers on Price/Book.
Bear Case : CTOS
The primary concerns for CTOS are Return on Equity, EPS Growth, Altman Z-Score. Debt-to-equity of 3.09 is elevated, increasing financial risk.
Bear Case : UHAL-B
The primary concerns for UHAL-B are Revenue Growth, Return on Equity, Profit Margin. A P/E of 228.5x leaves little room for execution misses. Thin 1.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
CTOS profiles as a turnaround stock while UHAL-B is a value play — different risk/reward profiles.
CTOS carries more volatility with a beta of 1.39 — expect wider price swings.
CTOS is growing revenue faster at 9.3% — sustainability is the question.
CTOS generates stronger free cash flow (14M), providing more financial flexibility.
Bottom Line
UHAL-B scores higher overall (36/100 vs 34/100). Both earn "Hold" 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.
U-Haul Holding Company
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
U-Haul Holding Company, a subsidiary of AMERCO, stands as a premier provider of innovative storage and transportation solutions in North America, boasting an expansive fleet of rental trucks, trailers, and self-storage facilities. With a robust brand presence and an extensive network catering to diverse clientele, from residential customers to large corporations, U-Haul prioritizes affordability and exceptional customer service. The company’s strategic focus on technological advancements and operational efficiency positions it for sustained growth in the expanding do-it-yourself moving sector. As a market leader, U-Haul is well-equipped to leverage the surging consumer demand for flexible moving and storage solutions.
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