- ISIN
- US23204X1037
- CUSIP
- 23204X103
- Sector
- Industrials
- Industry
- Rental & Leasing Services
- IPO Date
- Oct 6, 2017
Highlights
- Market Cap
- $2.23B
- Enterprise Value
- $2.23B
- EPS (TTM)
- -$0.06
- Total Revenue (TTM)
- $1.52B
- Gross Profit (TTM)
- $291.95M
- EBITDA (TTM)
- $327.55M
- Year Range
- $4.60 - $10.22
- Target Price
- $8.75
- ROA (TTM)
- -373.95%
- ROE (TTM)
- -1,647.35%
Share Price Chart
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Performance
CTOS Performance Chart
Custom Truck One Source, Inc. (CTOS) is up 70.7% since the beginning of the year. At $10 per share, CTOS is trading 3.8% below its 52-week high of $10.
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Returns By Period
Custom Truck One Source, Inc. (CTOS) has returned 70.66% so far this year and 118.44% over the past 12 months.
Custom Truck One Source, Inc.
- 1D
- 0.72%
- 1M
- 2.93%
- YTD
- 70.66%
- 6M
- 52.40%
- 1Y
- 118.44%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
CTOS Monthly Returns History
Based on dividend-adjusted daily data since Mar 20, 2024, CTOS's average daily return is +0.16%, while the average monthly return is +3.31%. At this rate, an investment would double in approximately 1.8 years.
Historically, 50% of months were positive and 50% were negative. The best month was Apr 2026 with a return of +49.9%, while the worst month was Dec 2024 at -19.6%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 3 months.
On a daily basis, CTOS closed higher 48% of trading days. The best single day was Mar 5, 2025 with a return of +20.2%, while the worst single day was May 3, 2024 at -14.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 9.72% | 13.29% | -8.24% | 49.92% | -2.74% | 2.61% | 70.66% | ||||||
| 2025 | 5.82% | -12.97% | -4.74% | -4.50% | 6.70% | 14.88% | 25.30% | -0.81% | 4.56% | -8.26% | 8.49% | -9.86% | 19.75% |
| 2024 | 4.68% | -14.26% | -4.41% | -8.81% | 15.17% | -18.16% | -15.85% | 18.55% | 46.21% | -19.57% | -13.49% |
Benchmark Metrics
Custom Truck One Source, Inc. has an annualized alpha of 12.39%, beta of 1.61, and R2 of 0.22 versus S&P 500 Index. Calculated based on daily prices since March 21, 2024.
- This stock captured 207.56% of S&P 500 Index gains and 184.08% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.22 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 12.39%
- Beta
- 1.61
- R²
- 0.22
- Upside Capture
- 207.56%
- Downside Capture
- 184.08%
Return for Risk
Risk / Return Rank
CTOS ranks 91 for risk / return — in the top 91% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Custom Truck One Source, Inc. (CTOS) and compare them to S&P 500 Index.
| CTOS | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.37 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.41 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 4.74 | 2.93 | +1.81 |
| Martin ratioReturn relative to average drawdown | 14.80 | 13.52 | +1.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Custom Truck One Source, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Custom Truck One Source, Inc. was 47.91%, occurring on Oct 9, 2024. Recovery took 35 trading sessions.
The current Custom Truck One Source, Inc. drawdown is 2.67%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2024 bear market2024 | -47.91%Oct 2024 | 6mo 8d | 1mo 19d | 7mo 27dApr 2024 - Nov 2024 |
2025 selloff2025 | -43.50%Apr 2025 | 4mo 10d | 3mo 24d | 8mo 4dNov 2024 - Jul 2025 |
2026 bear market2026 | -25.13%Mar 2026 | 14d | 1mo 8d | 1mo 22dFeb 2026 - Apr 2026 |
2025 bear market2025 | -20.77%Nov 2025 | 23d | 2mo 18d | 3mo 11dOct 2025 - Feb 2026 |
2025 pullback2025 | -9.53%Sep 2025 | 1mo 17d | 12d | 1mo 29dAug 2025 - Sep 2025 |
Drawdown Indicators
| CTOS | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.91% | -56.78% | +8.87% |
Max Drawdown (1Y)Largest decline over 1 year | -25.13% | -9.10% | -16.03% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -2.67% | -0.74% | -1.93% |
Average DrawdownAverage peak-to-trough decline | -16.52% | -10.72% | -5.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.03% | 1.97% | +6.06% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Custom Truck One Source, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Custom Truck One Source, Inc. is priced in the market compared to other companies in the Rental & Leasing Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for CTOS relative to other companies in the Rental & Leasing Services industry. Currently, CTOS has a P/S ratio of 1.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for CTOS in comparison with other companies in the Rental & Leasing Services industry. Currently, CTOS has a P/B value of 2,766.6. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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