Both in Equipment Rental

Custom Truck One Source vs WillScot Holdings

Over the past year CTOS returned +76.5% and WSC returned −7.7%; their daily moves had a correlation of 0.49.

CTOS +76.5% WSC −7.7%Growth of $1, one year, split-adjusted
MetricCTOSWSC
Price$10.13$19.30
Market cap$2.30B$3.50B
Today−4.61%−1.48%
1 month+1.7%+11.2%
6 months+1.6%−17.5%
Year to date+75.9%+2.5%
1 year+74.4%−10.6%
Revenue growth (YoY)+2.7%+3.9%
Gross margin22.9%50.0%
Net margin0.5%7.7%
P/E (TTM)78.1×—
Price / sales1.1×1.5×
Net cash-$2.01B-$3.48B
Dividend yield—1.45%
Volatility (60d)49.6%39.6%
Short % of float6.1%8.1%
Next earnings——

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