Both in Equipment Rental

Custom Truck One Source vs EquipmentShare.com

Over the past year CTOS returned +59.8% and EQPT returned −53.7%; their daily moves had a correlation of 0.39.

CTOS +59.8% EQPT −53.7%Growth of $1, one year, split-adjusted
MetricCTOSEQPT
Price$10.13$15.08
Market cap$2.30B$3.82B
Today−4.61%−5.22%
1 month+1.7%−20.2%
6 months+1.6%−27.2%
Year to date+75.9%—
1 year+74.4%—
Revenue growth (YoY)+2.7%—
Gross margin22.9%35.1%
Net margin0.5%0.9%
P/E (TTM)78.1×—
Price / sales1.1×—
Net cash-$2.01B-$3.49B
Dividend yield——
Volatility (60d)49.6%78.9%
Short % of float6.1%15.6%
Next earnings——

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).