CTOS

Custom Truck One Source Inc

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5.835

+0.105(1.832%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

5.855

Open

5.800

VWAP

5.81

Vol

64.92K

Mkt Cap

1.30B

Low

5.780

Amount

377.18K

EV/EBITDA(TTM)

8.04

Total Shares

240.42M

2.86B

EV/OCF(TTM)

14.88

P/S(TTM)

3.09

Custom Truck One Source, Inc. is a provider of specialty equipment, parts, tools, accessories and services to the electric utility transmission and distribution, telecommunications and rail markets in North America. The Company’s segments include Equipment Rental Solutions (ERS), Truck and Equipment Sales (TES)and Aftermarket Parts and Services. The ERS segment owns a range of new and used specialty equipment, including truck-mounted aerial lifts, cranes, service trucks, dump trucks, trailers, digger derricks and other machinery and equipment. The TES segment consists of the production and sale of new and used specialty equipment and vocational trucks, which includes equipment from original equipment manufacturers (OEMs) across its end-markets, as well as its Load King brand. The APS segment includes the sale of specialized aftermarket parts, including captive parts related to its Load King brand, used in the maintenance and repair of the equipment it sells and rents.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2025Q3

FY2025Q2

582.13M

+11.79%

505.29M

+12.99%

460.73M

+8.92%

Estimates Revision

The market is revising Downward the revenue expectations for Custom Truck One Source, Inc. (CTOS) for FY2025, with the revenue forecasts being adjusted by -0.57% over the past three months. During the same period, the stock price has changed by 47.72%.

Revenue Estimates for FY2025

Revise Downward

-0.57%

In Past 3 Month

Stock Price

Go Up

+47.72%

In Past 3 Month

3 Analyst Rating

-3.51% Downside

Wall Street analysts forecast CTOS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for CTOS is 5.63 USD with a low forecast of 4.40 USD and a high forecast of 7.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

1 Buy

2 Hold

0 Sell

Moderate Buy

-3.51% Downside

Current: 5.835

Low

4.40

Averages

5.63

High

7.50

-3.51% Downside

Current: 5.835

Low

4.40

Averages

5.63

High

7.50

Stifel

Brian Brophy

Hold

Buy

upgrade

$5 -> $7

2025-07-14

Reason

Stifel

Brian Brophy

Price Target

$5 -> $7

2025-07-14

upgrade

Hold

Buy

Reason

Stifel analyst Brian Brophy upgraded Custom Truck One Source to Buy from Hold with a price target of $7, up from $5. The firm cites positive transmission and distribution survey for the upgrade. Stifel says 2% of respondents saw tighter equipment availability in Q2 versus 4% which saw looser equipment availability in Q1. The tightening in availability reflects improved rental utilization trends in the market, the analyst tells investors in a research note. The firm believes these trends will help support Custom Truck's earnings expectations.

Stifel

Brian Brophy

Hold

Maintains

$5.5 → $5

2025-04-09

Reason

Stifel

Brian Brophy

Price Target

$5.5 → $5

2025-04-09

Maintains

Hold

Reason

Oppenheimer

Scott Schneeberger

Buy

Maintains

$5 → $6

2025-03-06

Reason

Oppenheimer

Scott Schneeberger

Price Target

$5 → $6

2025-03-06

Maintains

Buy

Reason

Oppenheimer analyst Scott Schneeberger raised the firm's price target on Custom Truck One Source to $6 from $5 and keeps an Outperform rating on the shares. The firm notes the company's Q4 revenue was flat year-over-year and grew 16.4% quarter-over-quarter. Custom Truck also introduced 2025 revenue and adjusted EBITDA guidance of $1.970B-$2.060B and $370-$390M, respectively.

Oppenheimer

Scott Schneeberger

Buy

Maintains

$6 → $5

2024-11-05

Reason

Oppenheimer

Scott Schneeberger

Price Target

$6 → $5

2024-11-05

Maintains

Buy

Reason

Oppenheimer analyst Scott Schneeberger lowered the firm's price target on Custom Truck One Source to $5 from $6 and keeps an Outperform rating on the shares. The firm notes the company's Q3 revenue increased 3% year-over-year to $447M vs. its estimate/consensus of $424M/$448M, respectively. Custom Truck lowered the high-end of its 2024 revenue guidance range to $1.800B-$1.890B, which compares to Oppenheimer's maintained estimate of $1.800B.

Oppenheimer

Scott Schneeberger

Buy

Maintains

$7 → $6

2024-08-07

Reason

Oppenheimer

Scott Schneeberger

Price Target

$7 → $6

2024-08-07

Maintains

Buy

Reason

See All Ratings

Valuation Metrics

The current forward P/E ratio for Custom Truck One Source Inc (CTOS.N) is -2316.67, compared to its 5-year average forward P/E of -83.36. For a more detailed relative valuation and DCF analysis to assess Custom Truck One Source Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

N/A

5Y Average PE

-83.36

Current PE

-2316.67

Overvalued PE

394.43

Undervalued PE

-561.14

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair

5Y Average EV/EBITDA

8.40

Current EV/EBITDA

9.66

Overvalued EV/EBITDA

9.86

Undervalued EV/EBITDA

6.95

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Fair

5Y Average PS

0.89

Current PS

0.63

Overvalued PS

1.29

Undervalued PS

0.50