Custom Truck One Source Inc (CTOS) fair value: what the stock is really worth
We calculate from audited financials what Custom Truck One Source Inc is really worth. The fair value tells you whether the price is too high or too low, the quality score (0 to 100) how solid the business behind it is. 26 models, 37 quality factors, updated daily, free.
- Compare price with fair valuebelow fair value = cheap, above = expensive
- Check the quality50 and up solid, 75 and up strong
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At a glance
Custom Truck One Source Inc
CTOS · US
Below-average quality, trading 26% below our fair value of $12.82.
As of Aug 13, 2026, the fair value of Custom Truck One Source Inc is $12.82 per share against a price of $9.44, so the fair value sits 36% above the price. A model estimate from reported figures, not an analyst target.
Fair value as of: Aug 13, 2026
From 4 valuation models · updated 27 days ago
Share price −9.4% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The large discount to fair value meets weak quality (37/100). That raises the risk this is a value trap rather than a bargain.
- The model range is unusually wide ($6.96 to $18.68). The outcome hinges heavily on assumptions, so read the point estimate with caution.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range $3.11 – $11.97 · fair‑value band $6.96 – $18.68 · the $9.44 price screens below the $12.82 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Custom Truck One Source Inc (CTOS) currently trades at $9.44, while our model-based Fair Value estimate is $12.82, implying the stock looks roughly 26.4% undervalued today. The Quality Score stands at 37/100 (below-average quality), in the Industrials sector. Bull case: the Multiples group reads highest at a median of $3.49 per share, and 1 of the 4 models we run sit above the $9.44 price. Bear case: the Asset-Based group reads lowest at $2.38, and 3 of the 4 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, Custom Truck One Source Inc generated revenue of $2.0B at a net margin of −0.9%. Revenue grew 9.3% year over year. It earns a return on equity of −2.2%. Net debt stands at $2.4B. Fundamentals as of Aug 13, 2026
Scenario range: $6.96 (bear) to $18.68 (bull), the price of $9.44 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target. The share trades about 8% below its 52-week high and 105% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at −19% fair-value upside, at 36%, CTOS screens cheaper than that median.
Fair Value models
Each model values the company its own way; the fair value above is the evidence-weighted blend. Evidence (0 to 100) shows how complete a model's inputs are. How we calculate →
All 4 models by family
Widest divergence: Multiples ($3.49) versus Asset-Based ($2.38). Highest evidence: EV/EBITDA (66).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 35 · Market factors (momentum, volatility) 65
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Custom Truck One Source, Inc. provides specialty equipment rental and sale services to electric utility transmission and distribution, telecommunications, rail, forestry, waste management, and other infrastructure-related industries in the United States and Canada.
Full company description
Custom Truck One Source, Inc. provides specialty equipment rental and sale services to electric utility transmission and distribution, telecommunications, rail, forestry, waste management, and other infrastructure-related industries in the United States and Canada. It operates through two segments: Specialty Equipment Rentals (SER); and Specialty Truck Equipment and Manufacturing (STEM). The company owns new and used specialty equipment, including truck-mounted aerial lifts, cranes, service trucks, dump trucks, trailers, digger derricks, and other machinery and equipment. It offers new equipment for sale to be used for end-markets, which can be modified to meet customers specific needs. In addition, the company provides truck and equipment maintenance and repair services; and rents and sells specialized tools, including stringing blocks, insulated hot stick, and rigging equipment, as well as sale of specialized aftermarket parts. The company was formerly known as Nesco Holdings, Inc. and changed its name to Custom Truck One Source, Inc. in April 2021. The company was founded in 1988 and is headquartered in Kansas City, Missouri.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Custom Truck One Source Inc reported revenue of $1.9B in FY2025 versus $1.2B in FY2021, a compound +13.6%/yr. Reported net income was −$31.1M in FY2025.
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Peer Group
Rental & Leasing Services · 90 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Rental & Leasing Services median · lower = cheaper
Context: sector, industry, market
- Is the Industrials sector expensive or cheap?
- P/E, EV/EBITDA and margins by industry (reference tables)
- Undervalued stocks: Industrials
- Undervalued stocks: US Stocks
- Valuation of the USA market
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Rental & Leasing Services stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| United Rentals, Inc URI | $1,015 | $449.86 | −56% |
| Sunbelt Rentals Holdings SUNB | $84.80 | $65.76 | −22% |
| AerCap Holdings AER | $143.54 | $301.51 | +110% |
| U-Haul Holding UHAL | $67.19 | $7.21 | −89% |
| Ryder System, Inc R | $243.48 | $109.71 | −55% |
| Ayvens AYV | €11.36 | €25.90 | +128% |
| Element Fleet Management Corp EFN | C$27.92 | C$20.86 | −25% |
| BOC Aviation Limited 2588 | HK$75.15 | HK$145.91 | +94% |
| GATX Corporation GATX | $173.54 | $140.90 | −19% |
| Avis Budget Group CAR | $139.58 | $158.11 | +13% |
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