Custom Truck One Source (NYSE:CTOS) vs. AerCap (NYSE:AER) Head to Head Comparison

AerCap (NYSE:AER) and Custom Truck One Source (NYSE:CTOS) are both industrials companies, but which is the better investment? We will compare the two companies based on the strength of their earnings, valuation, dividends, risk, profitability, analyst recommendations and institutional ownership.

Earnings and Valuation

This table compares AerCap and Custom Truck One Source”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
AerCap	$9.07 billion	3.24	$3.75 billion	$19.51	9.02
Custom Truck One Source	$1.94 billion	1.20	-$31.05 million	$0.13	79.01

AerCap has higher revenue and earnings than Custom Truck One Source. AerCap is trading at a lower price-to-earnings ratio than Custom Truck One Source, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares AerCap and Custom Truck One Source’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
AerCap	34.47%	18.26%	4.70%
Custom Truck One Source	1.44%	3.63%	0.83%

Volatility & Risk

AerCap has a beta of 0.99, indicating that its stock price is 1% less volatile than the S&P 500. Comparatively, Custom Truck One Source has a beta of 1.46, indicating that its stock price is 46% more volatile than the S&P 500.

Analyst Ratings

This is a summary of recent recommendations and price targets for AerCap and Custom Truck One Source, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
AerCap	0	1	7	2	3.10
Custom Truck One Source	1	3	4	0	2.38

AerCap currently has a consensus price target of $185.88, indicating a potential upside of 5.61%. Custom Truck One Source has a consensus price target of $12.00, indicating a potential upside of 16.83%. Given Custom Truck One Source’s higher possible upside, analysts clearly believe Custom Truck One Source is more favorable than AerCap.

Institutional and Insider Ownership

96.4% of AerCap shares are held by institutional investors. Comparatively, 90.1% of Custom Truck One Source shares are held by institutional investors. 0.5% of AerCap shares are held by insiders. Comparatively, 4.7% of Custom Truck One Source shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Summary

AerCap beats Custom Truck One Source on 11 of the 15 factors compared between the two stocks.

About AerCap

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland, and listed on the New York Stock Exchange under the symbol AER. Through its subsidiaries, AerCap owns, manages and leases commercial aircraft, engines and helicopters to airlines and other aviation customers worldwide. The company provides operating leases, finance leases, aircraft trading and asset management services. Its fleet portfolio includes aircraft from major manufacturers such as Airbus and Boeing, as well as engines and helicopters.

About Custom Truck One Source

Custom Truck One Source, Inc. provides specialized trucks and equipment, along with rental, sales, parts and service for customers in utility, telecommunications, rail, forestry and other infrastructure-related industries. The company serves customers across North America. Its offerings include aerial lifts, bucket trucks, digger derricks, cranes, forestry equipment and rail equipment. Customers can rent or buy new and used equipment, and the company also provides maintenance, repair, refurbishment and equipment customization services.