Custom Truck One Source (CTOS) vs GATX (GATX)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Custom Truck One Source (CTOS) has outperformed GATX (GATX) over the past year, gaining 52.3% versus a loss of 6.0%. Over five years, GATX leads with a +70.5% price change compared with +12.6% for CTOS. GATX is the larger company by market cap ($5.75 billion vs $2.13 billion), about 2.7 times the size.
On valuation, GATX trades at a lower forward P/E (14.5x vs 30.2x for Custom Truck One Source). GATX pays a dividend yielding 1.56%, while Custom Truck One Source does not currently pay one.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CTOS | GATX |
|---|---|---|
| Share price | $9.37 | $162.78 |
| Market cap | $2.13B | $5.75B |
| 1-day change | -0.74% | -0.34% |
| YTD return | +63.89% | -3.69% |
| 1-year return | +52.26% | -6.02% |
| 5-year return | +12.65% | +70.52% |
| P/E ratio (TTM) | 104.11 | 16.12 |
| Forward P/E | 30.23 | 14.47 |
| EPS (TTM) | $0.09 | $10.10 |
| Dividend yield | 0.00% | 1.56% |
| Annual dividend | $0.00 | $2.54 |
| Revenue (latest FY) | — | $1.74B |
| Revenue growth (YoY) | — | +9.77% |
| Net income (latest FY) | — | $333.30M |
| Net margin | — | 19.15% |
| 52-week high | $12.23 | $205.56 |
| 52-week low | $5.18 | $150.42 |
| Distance from 52-week high | -23.39% | -20.81% |
| Analyst consensus | none | strong_buy |
| Avg. price target upside | +42.26% | +34.69% |
| Average volume | 985.50K | 225.34K |
| Shares outstanding | 227.51M | 35.31M |
| Employees | 2,500 | 2,371 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Diversified Commercial Services | Transportation Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- GATX is about 2.7 times larger than Custom Truck One Source by market value ($5.75B vs $2.13B).
- CTOS has outperformed GATX by 58.3 percentage points over the past year.
- Custom Truck One Source trades at a higher earnings multiple (104.1x vs 16.1x trailing P/E).
- GATX offers a meaningfully higher dividend yield (1.56% vs 0.00%).
About Custom Truck One Source
CTOS stock →Custom Truck One Source, Inc. provides specialty equipment rental and sale services to electric utility transmission and distribution, telecommunications, rail, forestry, waste management, and other infrastructure-related industries in the United States and Canada.
Consumer Discretionary · Diversified Commercial Services · 2,500 employees
About GATX
GATX stock →GATX Corporation, together its subsidiaries, operates as railcar leasing company in the United States, Canada, Mexico, Europe, and India. It operates through three segments: Rail North America, Rail International, and Engine Leasing.
Consumer Discretionary · Transportation Services · 2,371 employees
CTOS vs GATX FAQ
Which is bigger, Custom Truck One Source or GATX?
GATX (GATX) is larger, with a market capitalization of $5.75B compared with $2.13B for Custom Truck One Source (CTOS).
Which stock has performed better over the past year, CTOS or GATX?
CTOS returned +52.26% over the past 12 months, compared with -6.02% for GATX (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, CTOS or GATX?
GATX has the lower trailing P/E at 16.1, versus 104.1 for CTOS. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Custom Truck One Source or GATX?
GATX pays a dividend yielding 1.56%, while Custom Truck One Source does not currently pay a regular dividend.
Are Custom Truck One Source and GATX in the same industry?
Both are in the Consumer Discretionary sector, but in different industries: Diversified Commercial Services for Custom Truck One Source and Transportation Services for GATX.