Both in Equipment Rental

WillScot Holdings vs Custom Truck One Source

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

WSC −7.7% CTOS +76.5%Growth of $1, one year, split-adjusted
MetricWSCCTOS
Price$19.30$10.13
Market cap$3.50B$2.30B
Today−1.48%−4.61%
1 month+11.2%+1.7%
6 months−17.5%+1.6%
Year to date+2.5%+75.9%
1 year−10.6%+74.4%
Revenue growth (YoY)+3.9%+2.7%
Gross margin50.0%22.9%
Net margin7.7%0.5%
P/E (TTM)—78.1×
Price / sales1.5×1.1×
Net cash-$3.48B-$2.01B
Dividend yield1.45%—
Volatility (60d)39.6%49.6%
Short % of float8.1%6.1%
Next earnings——

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