Custom Truck One Source (NYSE:CTOS) vs. ChargePoint (NYSE:CHPT) Head to Head Comparison

Custom Truck One Source (NYSE:CTOS) and ChargePoint (NYSE:CHPT) are both small-cap auto/tires/trucks companies, but which is the superior business? We will contrast the two companies based on the strength of their earnings, profitability, risk, analyst recommendations, dividends, institutional ownership and valuation.

Analyst Recommendations

This is a summary of current ratings and recommmendations for Custom Truck One Source and ChargePoint, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Custom Truck One Source	2	3	2	0	2.00
ChargePoint	3	8	1	0	1.83

Custom Truck One Source currently has a consensus target price of $7.13, suggesting a potential upside of 16.71%. ChargePoint has a consensus target price of $12.65, suggesting a potential upside of 76.01%. Given ChargePoint’s higher possible upside, analysts plainly believe ChargePoint is more favorable than Custom Truck One Source.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
Custom Truck One Source	-1.26%	-5.28%	-1.21%
ChargePoint	-59.54%	-209.46%	-21.77%

Insider and Institutional Ownership

90.1% of Custom Truck One Source shares are owned by institutional investors. Comparatively, 37.8% of ChargePoint shares are owned by institutional investors. 4.5% of Custom Truck One Source shares are owned by company insiders. Comparatively, 3.5% of ChargePoint shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Valuation and Earnings

This table compares Custom Truck One Source and ChargePoint”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Custom Truck One Source	$1.80 billion	0.77	-$28.66 million	($0.12)	-50.88
ChargePoint	$417.08 million	0.41	-$277.07 million	($10.28)	-0.70

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

Risk and Volatility

Custom Truck One Source has a beta of 1.16, indicating that its stock price is 16% more volatile than the S&P 500. Comparatively, ChargePoint has a beta of 1.4, indicating that its stock price is 40% more volatile than the S&P 500.

Summary

Custom Truck One Source beats ChargePoint on 11 of the 14 factors compared between the two stocks.

About Custom Truck One Source

Custom Truck One Source, Inc. provides specialty equipment rental and sale services to the electric utility transmission and distribution, telecommunications, rail, forestry, waste management, and other infrastructure-related industries in the United States and Canada. The company operates through three segments: Equipment Rental Solutions (ERS), Truck and Equipment Sales (TES), and Aftermarket Parts and Services (APS). The ERS segment owns new and used specialty equipment, including truck-mounted aerial lifts, cranes, service trucks, dump trucks, trailers, digger derricks, and other machinery and equipment. The TES segment offers new equipment for sale to be used for end-markets, which can be modified to meet customers specific needs. The APS segment provides truck and equipment maintenance and repair services; and rents and sells specialized tools, including stringing blocks, insulated hot stick, and rigging equipment, as well as sale of specialized aftermarket parts. The company was formerly known as Nesco Holdings, Inc. and changed its name to Custom Truck One Source, Inc. in April 2021. Custom Truck One Source, Inc. was founded in 1988 and is headquartered in Kansas City, Missouri.

About ChargePoint

ChargePoint Holdings, Inc., together with its subsidiaries, provides electric vehicle (EV) charging networks and charging solutions in the North America and Europe. The company serves commercial, such as retail, workplace, hospitality, parking, recreation, municipal, education, and highway fast charge; fleet, which include delivery, take home, logistics, motor pool, transit, and shared mobility; and residential including single family homes and multi-family apartments and condominiums customers. ChargePoint Holdings, Inc. was founded in 2007 and is headquartered in Campbell, California.