Both in Equipment Rental

United Rentals vs Custom Truck One Source

Over the past year URI returned +37.1% and CTOS returned +82.8%; their daily moves had a correlation of 0.48.

URI +37.1% CTOS +82.8%Growth of $1, one year, split-adjusted
MetricURICTOS
Price$1,175.17$10.62
Market cap$72.76B$2.41B
Today−0.02%−0.09%
1 month+9.4%+7.5%
6 months+25.8%+6.9%
Year to date+45.2%+84.4%
1 year+34.9%+80.3%
Revenue growth (YoY)+15.7%+2.7%
Gross margin41.8%22.9%
Net margin18.8%0.5%
P/E (TTM)25.5×81.8×
Price / sales4.2×1.2×
Net cash-$14.52B-$2.01B
Dividend yield0.67%—
Volatility (60d)31.4%48.6%
Short % of float2.3%6.1%
Next earnings——

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