Stock AnalizCustom Truck One Source, Inc. CTOS
Diversified Commercial Services · IPO 2017 · data as of November 13, 2026
Custom Truck One Source, Inc. (CTOS) is a consumer discretionary company listed in the US with a market value of about $2.3B. In the twelve months to September 30, 2026 it had revenue of $2.0B and net income of $29M, a net margin of 1.4%.
Its overall Stock Analiz score is 0.8 out of 5 (weak). The strongest part is shareholder returns (2/5); the weakest is value (0/5).
Key numbers: a P/E of 76.9, 5-year revenue growth of 45% a year, a 5-year average ROIC of 3%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 98% below the current price.
Score: 0.8 / 5
Checks passed
- 5-year revenue growth above 8% a year
- Interest covered more than 5 times
- Share count down over 3 years (buybacks)
- Stock-based pay below 5% of revenue
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Profit margin improving
Valuation
Growth and quality
Financials, last 9 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.0B | $1.9B | $1.8B | $1.9B | $1.6B | $1.2B | $303M | $264M | $246M | $204M |
| Net income | $29M | -$31M | -$29M | $51M | $39M | -$182M | -$21M | -$27M | -$16M | -$27M |
| Free cash flow | -$182M | — | — | — | — | — | $42M | $16M | $40M | $17M |
| EPS (diluted) | $0.13 | $-0.14 | $-0.12 | $0.21 | $0.16 | $-0.75 | $-0.43 | $-0.82 | $-0.72 | $-1.25 |
| Net margin | 1.4% | -1.6% | -1.6% | 2.7% | 2.5% | -15.6% | -7.0% | -10.2% | -6.3% | -13.3% |
| ROIC | — | 3.8% | 5.0% | 6.1% | 3.8% | -1.5% | 1.9% | 4.2% | 5.7% | — |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 6 analysts is $13.17, 32% above the current price; targets range from $12.00 to $15.00; the consensus rating is “Strong buy”; expected EPS is $0.12 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is Custom Truck One Source’s P/E ratio?
About 76.9, based on the last twelve months of diluted earnings per share (forward P/E about 35.9).
Is Custom Truck One Source stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 98% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Custom Truck One Source pay a dividend?
Not currently.
Is Custom Truck One Source a good stock to buy?
We do not give buy or sell advice. Custom Truck One Source scores 0.8 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.