CTOS
Custom Truck One Source, Inc.
Rental & Leasing Services
Market Cap$2.26B
5Y Perf.+302.0%
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Stock Comparison
CTOS vs FTAI
Revenue, margins, valuation, and 5-year total return — side by side.
FTAI
FTAI Aviation Ltd.
Rental & Leasing Services
Market Cap$29.24B
5Y Perf.+2865.8%
CTOS vs FTAI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | CTOS | FTAI |
|---|---|---|
| Industry | Rental & Leasing Services | Rental & Leasing Services |
| Market Cap | $2.26B | $29.24B |
| Revenue (TTM) | $1.98B | $2.84B |
| Net Income (TTM) | $-17M | $537M |
| Gross Margin | 19.9% | 31.0% |
| Operating Margin | 7.9% | 28.2% |
| Forward P/E | 120.8x | 38.8x |
| Total Debt | $2.42B | $3.45B |
| Cash & Equiv. | $6M | $300M |
CTOS vs FTAI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
CTOS
FTAI
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Custom Truck One So… (CTOS) | 100 | 402.0 | +302.0% |
| FTAI Aviation Ltd. (FTAI) | 100 | 2965.8 | +2865.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CTOS vs FTAI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: FTAI leads in 6 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Custom Truck One Source, Inc. is the stronger pick specifically for capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
CTOS
Custom Truck One Source, Inc.
The Income Pick
CTOS is the clearest fit if your priority is income & stability and sleep-well-at-night.
- beta 1.69
- Lower volatility, beta 1.69, current ratio 1.33x
- Beta 1.69, current ratio 1.33x
Best for: income & stability and sleep-well-at-night
FTAI
FTAI Aviation Ltd.
The Growth Play
FTAI carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 43.2%, EPS growth 15.4%, 3Y rev CAGR 51.4%
- 34.1% 10Y total return vs CTOS's 1.7%
- 43.2% revenue growth vs CTOS's 7.9%
Best for: growth exposure and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | FTAI | 43.2% revenue growth vs CTOS's 7.9% |
| Value | FTAI | Lower P/E (38.8x vs 120.8x) |
| Quality / Margins | FTAI | 18.9% margin vs CTOS's -0.9% |
| Stability / Safety | CTOS | Beta 1.69 vs FTAI's 1.79, lower leverage |
| Dividends | FTAI | 0.4% yield; 2-year raise streak; the other pay no meaningful dividend |
| Momentum (1Y) | FTAI | +165.1% vs CTOS's +140.8% |
| Efficiency (ROA) | FTAI | 12.4% ROA vs CTOS's -0.5%, ROIC 16.8% vs 3.3% |
CTOS vs FTAI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
CTOS vs FTAI — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLFTAILAGGINGCTOS
CTOSCustom Truck One Sour…
2leads
FTAIFTAI Aviation Ltd.
3leads
6 Total Categories
CATEGORYLEADERvs CTOSMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
FTAI4/6
Valuation MetricsMultiples, price ratios, and targets
CTOS4/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
FTAI5/9
Total Returns1Y, 3Y, 5Y total returns with dividends
FTAI5/6
Risk & VolatilityBeta, volatility, and downside exposure
CTOS2/2
Analyst OutlookRatings, price targets, and dividends
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Income & Cash Flow (Last 12 Months)
FTAI leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
FTAI and CTOS operate at a comparable scale, with $2.8B and $2.0B in trailing revenue. FTAI is the more profitable business, keeping 18.9% of every revenue dollar as net income compared to CTOS's -0.9%. On growth, FTAI holds the edge at +65.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | CTOSCustom Truck One … | FTAIFTAI Aviation Ltd. |
|---|---|---|
| RevenueTrailing 12 months | $2.0B | $2.8B |
| EBITDAEarnings before interest/tax | $375M | $1.0B |
| Net IncomeAfter-tax profit | -$17M | $537M |
| Free Cash FlowCash after capex | -$33M | -$1.4B |
| Gross MarginGross profit ÷ Revenue | +19.9% | +31.0% |
| Operating MarginEBIT ÷ Revenue | +7.9% | +28.2% |
| Net MarginNet income ÷ Revenue | -0.9% | +18.9% |
| FCF MarginFCF ÷ Revenue | -1.7% | -48.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +9.3% | +65.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +74.3% | +48.3% |
FTAI leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
CTOS leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, CTOS's 11.4x EV/EBITDA is more attractive than FTAI's 32.5x.
| Metric | CTOSCustom Truck One … | FTAIFTAI Aviation Ltd. |
|---|---|---|
| Market CapShares × price | $2.3B | $29.2B |
| Enterprise ValueMkt cap + debt − cash | $4.7B | $32.4B |
| Trailing P/EPrice ÷ TTM EPS | -71.21x | 61.96x |
| Forward P/EPrice ÷ next-FY EPS est. | 120.85x | 38.82x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 11.40x | 32.53x |
| Price / SalesMarket cap ÷ Revenue | 1.16x | 11.66x |
| Price / BookPrice ÷ Book value/share | 2.79x | 88.57x |
| Price / FCFMarket cap ÷ FCF | — | — |
CTOS leads this category, winning 4 of 5 comparable metrics.
Profitability & Efficiency
FTAI leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
FTAI delivers a 181.4% return on equity — every $100 of shareholder capital generates $181 in annual profit, vs $-2 for CTOS. CTOS carries lower financial leverage with a 2.99x debt-to-equity ratio, signaling a more conservative balance sheet compared to FTAI's 10.32x. On the Piotroski fundamental quality scale (0–9), CTOS scores 6/9 vs FTAI's 5/9, reflecting solid financial health.
| Metric | CTOSCustom Truck One … | FTAIFTAI Aviation Ltd. |
|---|---|---|
| ROE (TTM)Return on equity | -2.2% | +181.4% |
| ROA (TTM)Return on assets | -0.5% | +12.4% |
| ROICReturn on invested capital | +3.3% | +16.8% |
| ROCEReturn on capital employed | +5.3% | +20.1% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 2.99x | 10.32x |
| Net DebtTotal debt minus cash | $2.4B | $3.1B |
| Cash & Equiv.Liquid assets | $6M | $300M |
| Total DebtShort + long-term debt | $2.4B | $3.4B |
| Interest CoverageEBIT ÷ Interest expense | 0.98x | 3.46x |
FTAI leads this category, winning 5 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
FTAI leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in FTAI five years ago would be worth $122,236 today (with dividends reinvested), compared to $9,550 for CTOS. Over the past 12 months, FTAI leads with a +165.1% total return vs CTOS's +140.8%. The 3-year compound annual growth rate (CAGR) favors FTAI at 119.0% vs CTOS's 16.8% — a key indicator of consistent wealth creation.
| Metric | CTOSCustom Truck One … | FTAIFTAI Aviation Ltd. |
|---|---|---|
| YTD ReturnYear-to-date | +71.9% | +35.7% |
| 1-Year ReturnPast 12 months | +140.8% | +165.1% |
| 3-Year ReturnCumulative with dividends | +59.5% | +950.9% |
| 5-Year ReturnCumulative with dividends | -4.5% | +1122.4% |
| 10-Year ReturnCumulative with dividends | +1.7% | +3412.3% |
| CAGR (3Y)Annualised 3-year return | +16.8% | +119.0% |
FTAI leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
CTOS leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
CTOS is the less volatile stock with a 1.69 beta — it tends to amplify market swings less than FTAI's 1.79 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CTOS currently trades 97.7% from its 52-week high vs FTAI's 88.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | CTOSCustom Truck One … | FTAIFTAI Aviation Ltd. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.69x | 1.79x |
| 52-Week HighHighest price in past year | $10.21 | $323.51 |
| 52-Week LowLowest price in past year | $4.03 | $97.50 |
| % of 52W HighCurrent price vs 52-week peak | +97.7% | +88.1% |
| RSI (14)Momentum oscillator 0–100 | 76.9 | 50.5 |
| Avg Volume (50D)Average daily shares traded | 960K | 1.7M |
CTOS leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates CTOS as "Buy" and FTAI as "Buy". Consensus price targets imply 10.3% upside for CTOS (target: $11) vs 4.4% for FTAI (target: $298). FTAI is the only dividend payer here at 0.43% yield — a key consideration for income-focused portfolios.
| Metric | CTOSCustom Truck One … | FTAIFTAI Aviation Ltd. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $11.00 | $297.67 |
| # AnalystsCovering analysts | 7 | 18 |
| Dividend YieldAnnual dividend ÷ price | — | +0.4% |
| Dividend StreakConsecutive years of raises | — | 2 |
| Dividend / ShareAnnual DPS | — | $1.23 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.4% | +0.4% |
Insufficient data to determine a leader in this category.
Key Takeaway
FTAI leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). CTOS leads in 2 (Valuation Metrics, Risk & Volatility).
Best OverallFTAI Aviation Ltd. (FTAI)Leads 3 of 6 categories
Loading custom metrics...
CTOS vs FTAI: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is CTOS or FTAI a better buy right now?
For growth investors, FTAI Aviation Ltd.
(FTAI) is the stronger pick with 43. 2% revenue growth year-over-year, versus 7. 9% for Custom Truck One Source, Inc. (CTOS). FTAI Aviation Ltd. (FTAI) offers the better valuation at 62. 0x trailing P/E (38. 8x forward), making it the more compelling value choice. Analysts rate Custom Truck One Source, Inc. (CTOS) a "Buy" — based on 7 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CTOS or FTAI?
On forward P/E, FTAI Aviation Ltd.
is actually cheaper at 38. 8x.
03Which is the better long-term investment — CTOS or FTAI?
Over the past 5 years, FTAI Aviation Ltd.
(FTAI) delivered a total return of +1122%, compared to -4. 5% for Custom Truck One Source, Inc. (CTOS). Over 10 years, the gap is even starker: FTAI returned +34. 1% versus CTOS's +1. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CTOS or FTAI?
By beta (market sensitivity over 5 years), Custom Truck One Source, Inc.
(CTOS) is the lower-risk stock at 1. 69β versus FTAI Aviation Ltd. 's 1. 79β — meaning FTAI is approximately 6% more volatile than CTOS relative to the S&P 500. On balance sheet safety, Custom Truck One Source, Inc. (CTOS) carries a lower debt/equity ratio of 3% versus 10% for FTAI Aviation Ltd. — giving it more financial flexibility in a downturn.
05Which is growing faster — CTOS or FTAI?
By revenue growth (latest reported year), FTAI Aviation Ltd.
(FTAI) is pulling ahead at 43. 2% versus 7. 9% for Custom Truck One Source, Inc. (CTOS). On earnings-per-share growth, the picture is similar: FTAI Aviation Ltd. grew EPS 1538% year-over-year, compared to -16. 7% for Custom Truck One Source, Inc.. Over a 3-year CAGR, FTAI leads at 51. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — CTOS or FTAI?
FTAI Aviation Ltd.
(FTAI) is the more profitable company, earning 20. 0% net margin versus -1. 6% for Custom Truck One Source, Inc. — meaning it keeps 20. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: FTAI leads at 30. 7% versus 7. 3% for CTOS. At the gross margin level — before operating expenses — FTAI leads at 31. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is CTOS or FTAI more undervalued right now?
On forward earnings alone, FTAI Aviation Ltd.
(FTAI) trades at 38. 8x forward P/E versus 120. 8x for Custom Truck One Source, Inc. — 82. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CTOS: 10. 3% to $11. 00.
08Which pays a better dividend — CTOS or FTAI?
In this comparison, FTAI (0.
4% yield) pays a dividend. CTOS does not pay a meaningful dividend and should not be held primarily for income.
09Is CTOS or FTAI better for a retirement portfolio?
For long-horizon retirement investors, Custom Truck One Source, Inc.
(CTOS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding. FTAI Aviation Ltd. (FTAI) carries a higher beta of 1. 79 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (CTOS: +1. 7%, FTAI: +34. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between CTOS and FTAI?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: CTOS is a small-cap quality compounder stock; FTAI is a mid-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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