CTOS vs URI vs KFRC vs FTAI vs MGRC

For growth investors, FTAI Aviation Ltd.

(FTAI) is the stronger pick with 43. 2% revenue growth year-over-year, versus -5. 4% for Kforce Inc. (KFRC). McGrath RentCorp (MGRC) offers the better valuation at 18. 0x trailing P/E (17. 7x 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.

On trailing P/E, McGrath RentCorp (MGRC) is the cheapest at 18.

0x versus FTAI Aviation Ltd. at 59. 2x. On forward P/E, McGrath RentCorp is actually cheaper at 17. 7x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: United Rentals, Inc. wins at 0. 78x versus McGrath RentCorp's 2. 00x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, FTAI Aviation Ltd.

(FTAI) delivered a total return of +1047%, compared to -16. 8% for Kforce Inc. (KFRC). Over 10 years, the gap is even starker: FTAI returned +33. 3% versus CTOS's -0. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Kforce Inc.

(KFRC) is the lower-risk stock at 0. 53β versus FTAI Aviation Ltd. 's 1. 79β — meaning FTAI is approximately 238% more volatile than KFRC relative to the S&P 500. On balance sheet safety, McGrath RentCorp (MGRC) carries a lower debt/equity ratio of 43% versus 10% for FTAI Aviation Ltd. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), FTAI Aviation Ltd.

(FTAI) is pulling ahead at 43. 2% versus -5. 4% for Kforce Inc. (KFRC). On earnings-per-share growth, the picture is similar: FTAI Aviation Ltd. grew EPS 1538% year-over-year, compared to -32. 7% for McGrath RentCorp. 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.

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 3. 8% for KFRC. At the gross margin level — before operating expenses — MGRC leads at 46. 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.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, United Rentals, Inc. (URI) is the more undervalued stock at a PEG of 0. 78x versus McGrath RentCorp's 2. 00x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, McGrath RentCorp (MGRC) trades at 17. 7x forward P/E versus 118. 5x for Custom Truck One Source, Inc. — 100. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for KFRC: 64. 3% to $71. 00.

In this comparison, KFRC (3.

6% yield), MGRC (1. 7% yield), URI (0. 8% yield), FTAI (0. 5% yield) pay a dividend. CTOS does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, United Rentals, Inc.

(URI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 19), 0. 8% yield, +1483% 10Y return). 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 (URI: +1483%, FTAI: +33. 3%), 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.

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; URI is a mid-cap quality compounder stock; KFRC is a small-cap income-oriented stock; FTAI is a mid-cap high-growth stock; MGRC is a small-cap quality compounder stock. URI, KFRC, MGRC pay a dividend while CTOS, FTAI do not, making them suitable for different income and tax situations. 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.