Custom Truck One Source (CTOS) vs Herc (HRI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Custom Truck One Source (CTOS) has outperformed Herc (HRI) over the past year, gaining 49.2% versus a loss of 0.2%. Over five years, CTOS leads with a +11.8% price change compared with -30.7% for HRI. Herc is the larger company by market cap ($4.14 billion vs $2.13 billion), about 1.9 times the size.
On valuation, Herc trades at a lower forward P/E (11.3x vs 30.2x for Custom Truck One Source). Herc pays a dividend yielding 2.26%, while Custom Truck One Source does not currently pay one. Herc converts more of its revenue into profit, with a net margin of 0.0% versus -1.6%.
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 | HRI |
|---|---|---|
| Share price | $9.37 | $123.86 |
| Market cap | $2.13B | $4.14B |
| 1-day change | -0.74% | -0.45% |
| YTD return | +62.67% | -16.53% |
| 1-year return | +49.20% | -0.25% |
| 5-year return | +11.81% | -30.73% |
| P/E ratio (TTM) | 104.11 | 80.95 |
| Forward P/E | 30.23 | 11.33 |
| EPS (TTM) | $0.09 | $1.53 |
| Dividend yield | 0.00% | 2.26% |
| Annual dividend | $0.00 | $2.80 |
| Revenue (latest FY) | $1.94B | $4.38B |
| Revenue growth (YoY) | +7.86% | +22.65% |
| Net income (latest FY) | $-31.05M | $1.00M |
| Gross margin | 21.19% | — |
| Operating margin | 6.43% | — |
| Net margin | -1.60% | 0.02% |
| 52-week high | $12.23 | $188.35 |
| 52-week low | $5.18 | $88.45 |
| Distance from 52-week high | -23.39% | -34.24% |
| Analyst consensus | none | buy |
| Avg. price target upside | +42.26% | +51.99% |
| Average volume | 987.53K | 616.19K |
| Shares outstanding | 227.51M | 33.43M |
| Employees | 2,500 | 9,600 |
| Sector | Consumer Discretionary | Industrials |
| Industry | Diversified Commercial Services | Misc Corporate Leasing 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
- CTOS has outperformed HRI by 49.5 percentage points over the past year.
- Custom Truck One Source trades at a higher earnings multiple (104.1x vs 81.0x trailing P/E).
- Herc offers a meaningfully higher dividend yield (2.26% vs 0.00%).
- Herc grew revenue faster in its latest fiscal year (+22.65% vs +7.86%).
- The two companies sit in different sectors: Custom Truck One Source in Consumer Discretionary and Herc in Industrials.
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 Herc
HRI stock →Herc Holdings Inc., together with its subsidiaries, operates as an equipment rental supplier in the United States and internationally. It rents aerial, earthmoving, material handling, trucks and trailers, air compressors, compaction, and lighting equipment.
Industrials · Misc Corporate Leasing Services · 9,600 employees
CTOS vs HRI FAQ
Which is bigger, Custom Truck One Source or Herc?
Herc (HRI) is larger, with a market capitalization of $4.14B compared with $2.13B for Custom Truck One Source (CTOS).
Which stock has performed better over the past year, CTOS or HRI?
CTOS returned +49.20% over the past 12 months, compared with -0.25% for HRI (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, CTOS or HRI?
HRI has the lower trailing P/E at 81.0, 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 Herc?
Herc pays a dividend yielding 2.26%, while Custom Truck One Source does not currently pay a regular dividend.
Are Custom Truck One Source and Herc in the same industry?
No. Custom Truck One Source is in the Consumer Discretionary sector, while Herc is in Industrials.