Custom Truck One Source vs FTAI Aviation
CTOS and FTAI side by side, both in miscellaneous equipment rental and leasing. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CTOS and FTAI compare
FTAI Aviation is the larger company, worth 8.3 times as much as Custom Truck One Source ($20.1B against $2.4B).
On earnings, FTAI Aviation is cheaper: it trades at 42.6× trailing earnings, against 118× for Custom Truck One Source.
FTAI Aviation grew revenue faster over the last twelve months (45.3% versus 7.0% for Custom Truck One Source).
FTAI Aviation pays a dividend yielding 0.87%; Custom Truck One Source does not pay one.
FTAI Aviation scores higher on the StockData Score (9 against 5 for Custom Truck One Source), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CTOS | FTAI |
|---|---|---|
| Size and price | ||
| Market cap | $2.4B | $20.1B |
| Share price | $10.60 | $196.01 |
| Change, 1 year | 75.5% | 9.3% |
| Change, 5 years | 0.57% | 637% |
| Beta (5Y) | 1.36 | 1.33 |
| Employees | 2,500 | 985 |
| StockData Score | ||
| Total score | 5 | 9 (better) |
| Valuation score | 0 | 0 |
| Growth score | 3 (better) | 2 |
| Performance score | 1 (better) | 0 |
| Health score | 1 | 6 (better) |
| Dividend score | 0 | 1 (better) |
| Valuation | ||
| P/E | 118× | 42.6× (better) |
| P/S | 1.2× (better) | 6.5× |
| P/B | 3.0× (better) | 49.8× |
| EV/EBITDA | 9.3× (better) | 18.7× |
| FCF yield | – | −2.4% |
| Fair value | $8.34 | $44.49 |
| Margin of safety | −27.1% (better) | −341% |
| Growth | ||
| Revenue growth (TTM) | 7.0% | 45.3% (better) |
| Revenue growth, 5Y average | 45.1% | 53.1% (better) |
| EPS growth (TTM) | – | 13.6% |
| Profitability | ||
| Gross margin | 22.2% | 39.2% (better) |
| Operating margin | 8.0% | – |
| Net margin | 1.1% | – |
| FCF margin | – | −15.4% |
| Return on equity | 2.7% | – |
| Return on invested capital | 6.7% | – |
| Financial health | ||
| Debt / equity | 2.03 (better) | 0.00 |
| Net debt / EBITDA | 3.79 (better) | −0.32 |
| Current ratio | 1.34 | 5.28 (better) |
| Altman Z-score | 1.11 | 4.33 (better) |
| Piotroski F-score | 5 | – |
| Dividends and buybacks | ||
| Dividend yield | – | 0.87% |
| Years of dividend growth | – | 1 |
| Dividend growth, 5Y average | – | 0.45% |
| Buyback yield | 0.00% | – |
| Shareholder yield | 0.00% | 0.87% (better) |
| Ownership | ||
| Held by institutions | 98.2% | 96.5% |
| Held by insiders | 73.7% | 1.4% |
| Insider net buying, 12 months | – | −$62.7M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 6.8% | – |
Go deeper
- CTOS stock overview
- CTOS income statement
- CTOS valuation and score
- FTAI stock overview
- FTAI income statement
- FTAI valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.