Custom Truck One Source (CTOS) vs McGrath RentCorp (MGRC)
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 McGrath RentCorp (MGRC) over the past year, gaining 52.3% versus a loss of 0.2%. Over five years, MGRC leads with a +50.8% price change compared with +12.6% for CTOS. McGrath RentCorp is the larger company by market cap ($2.79 billion vs $2.15 billion), about 1.3 times the size.
On valuation, McGrath RentCorp trades at a lower forward P/E (16.5x vs 30.5x for Custom Truck One Source). McGrath RentCorp pays a dividend yielding 1.72%, 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 | MGRC |
|---|---|---|
| Share price | $9.44 | $114.26 |
| Market cap | $2.15B | $2.79B |
| 1-day change | -5.22% | -3.15% |
| YTD return | +63.89% | +8.89% |
| 1-year return | +52.26% | -0.23% |
| 5-year return | +12.65% | +50.76% |
| P/E ratio (TTM) | 104.89 | 18.40 |
| Forward P/E | 30.45 | 16.45 |
| EPS (TTM) | $0.09 | $6.21 |
| Dividend yield | 0.00% | 1.72% |
| Annual dividend | $0.00 | $1.96 |
| Revenue (latest FY) | — | $944.24M |
| Revenue growth (YoY) | — | +3.65% |
| Net income (latest FY) | — | $156.31M |
| Gross margin | — | 48.18% |
| Operating margin | — | 25.80% |
| Net margin | — | 16.55% |
| 52-week high | $12.23 | $125.83 |
| 52-week low | $5.18 | $94.99 |
| Distance from 52-week high | -22.81% | -9.19% |
| Analyst consensus | none | none |
| Avg. price target upside | +41.21% | +27.25% |
| Average volume | 963.99K | 150.01K |
| Shares outstanding | 227.51M | 24.43M |
| Employees | 2,500 | 1,306 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Diversified Commercial Services | Diversified Commercial 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 MGRC by 52.5 percentage points over the past year.
- Custom Truck One Source trades at a higher earnings multiple (104.9x vs 18.4x trailing P/E).
- McGrath RentCorp offers a meaningfully higher dividend yield (1.72% 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 McGrath RentCorp
MGRC stock →McGrath RentCorp operates as a business-to-business rental company in the United States and internationally. The company also engages in renting and selling relocatable modular buildings, portable storage containers, and electronic test equipment.
Consumer Discretionary · Diversified Commercial Services · 1,306 employees
CTOS vs MGRC FAQ
Which is bigger, Custom Truck One Source or McGrath RentCorp?
McGrath RentCorp (MGRC) is larger, with a market capitalization of $2.79B compared with $2.15B for Custom Truck One Source (CTOS).
Which stock has performed better over the past year, CTOS or MGRC?
CTOS returned +52.26% over the past 12 months, compared with -0.23% for MGRC (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, CTOS or MGRC?
MGRC has the lower trailing P/E at 18.4, versus 104.9 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 McGrath RentCorp?
McGrath RentCorp pays a dividend yielding 1.72%, while Custom Truck One Source does not currently pay a regular dividend.
Are Custom Truck One Source and McGrath RentCorp in the same industry?
Yes. Both are classified in the Diversified Commercial Services industry within the Consumer Discretionary sector.