Custom Truck One Source (CTOS)

• Market cap: $1.15B
• 1 day: 0.61%
• 5 days: -5.56%
• 1 month: -4.83%
• 3 months: 32.88%
• 6 months: 10.79%
• Year to date: -21.25%
• 1 year: -20.74%
• 5 years: 21.43%
• 10 years: -43.66%
• Sector: Industrials
• Industry: Equipment Rental & Leasing

About: Custom Truck One Source Inc is a one-stop-shop provider of specialty equipment in the electric utility transmission and distribution, forestry, telecom, waste management, rail, and infrastructure end-markets in North America. The company's segment includes Equipment Rental Solutions (ERS), Truck and Equipment Sales (TES), and Aftermarket Parts and Services (APS). It generates maximum revenue from the TES segment. Geographically, it derives a majority revenue from the United States.

Employees: 2,580

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

257% more call options, than puts

Call options by funds: $50K | Put options by funds: $14K

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

8% more funds holding

Funds holding: 112 [Q2] → 121 (+9) [Q3]

1.63% more ownership

Funds ownership: 91.43% [Q2] → 93.06% (+1.63%) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q2] → 3 (+0) [Q3]

21% less capital invested

Capital invested by funds: $958M [Q2] → $759M (-$199M) [Q3]

25% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 44

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $5 1% upside
• Avg. target: $5 1% upside
• High target: $5 1% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Oppenheimer Scott Schneeberger 44% 1-year accuracy 16 / 36 met price target

1% upside $5

Outperform Maintained

5 Nov 2024