Risk factor
Considerable default risk
Profitability factor
Favourable analyst view
In Guru Portfolios
Manager | Fund | Portfolio Weight (%) | Change |
|---|---|---|---|
| Steven Cohen | Point72 Asset Management, L.P. | 0.0% | +0.00% |
| Kenneth Griffin | CITADEL ADVISORS LLC | 0.0% | -0.00% |
About
Custom Truck One Source, Inc. (CTOS) specializes in providing comprehensive services for specialty equipment across North America, serving crucial industries such as electric utility (transmission and distribution), telecommunications, rail, and other infrastructure development sectors. The company's operations are structured into three primary segments: Equipment Rental Solutions, Truck and Equipment Sales, and Aftermarket Parts and Services. Within its Equipment Rental Solutions division, CTOS offers access to a wide array of new and pre-owned specialized machinery for hire, including truck-mounted aerial lifts, various types of cranes, service vehicles, dump trucks, trailers, and digger derricks. The Truck and Equipment Sales segment focuses on the direct sale of new equipment, which can be extensively customized to meet the specific demands of its diverse clientele. Furthermore, the Aftermarket Parts and Services segment ensures ongoing support through equipment maintenance and repair services, along with the provision of specialized replacement parts. Originally founded in 1988 as Nesco Holdings, Inc., the company officially changed its name to Custom Truck One Source, Inc. in April 2021 and maintains its corporate headquarters in Kansas City, Missouri.
Company Valuation
From both historical and forecast perspectives, the stock is overpriced compared to similar stocks. In particular, the stock is overpriced on P/E, of fair value on EV/EBI
Target Price
The average target price of CTOS is 13.9 and suggests 50.7% upside potential. Usually, this means a BUY recommendation among investment firms, or a recommendation to incr