COMPARE · Data as of August 21, 2026
CTOS vs GATX
Verdict: Side-by-side breakdown using the Bull Rankings model. CTOS scored 43.3, GATX scored 63.2 — GATX leads.
Compare another set
CTOS
Custom Truck One Source, Inc.
43.3
$9.79 · $2.2B
fundamentals as of
Score gap
19.9
GATX leads
GATX
GATX Corporation
63.2
$176.94 · $6.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestCTOS1.5x
- Fastest growthGATX+22.8%
- Strongest balance sheetCTOS3.12
- Highest qualityGATX51 / 100
Side by side · every name on one set of axes
Growth against the P/S multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
CTOS
stronger →← stronger
GATX
31
Qualityreturns · margins · balance sheet
51
44
Growthrevenue & earnings expansion
81
59
Valuevaluation vs sector peers
60
GATX is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
CTOS
GATX
-$226mF
FCF
-$858mF
+4.1%C+
Rev
+22.8%A-
3.12D
D/E
3.48D
1.5xB+
P/S
3.0xB
0.79A-
PEG
0.64A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Model signals
CTOS
No notable signals flagged.
GATX
Why this score
- Raising its dividend
The companies
CTOSCustom Truck One Source, Inc.
Why now
Rental & Leasing Services · market cap $2.2b. 20% off the 52-week high of $12.23. PEG 0.79 — paying under fair value for the growth rate. 6 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $13.33 (implying +36% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
D/E 3.12 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$226m) — capital raises or debt issuance likely required; dilution / leverage risk. Trailing P/E 108.8x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating.
GATXGATX Corporation
Why now
Rental & Leasing Services · market cap $6.2b. 14% off the 52-week high of $205.56. Revenue growing +23%, comfortably above the S&P median. PEG 0.64 — paying under fair value for the growth rate. 4 sell-side analysts publish a mean 1-yr target of $219.75 (implying +24% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
D/E 3.48 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$858m) — capital raises or debt issuance likely required; dilution / leverage risk.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where CTOS and GATX diverge
On the headline score the gap is 19.9 points in favor of GATX. The widest single difference is Growth, where GATX leads by 36.7 points.
- GrowthCTOS 44.4 · GATX 81.1GATX +36.7
- QualityCTOS 31.1 · GATX 51.4GATX +20.3
- ValueCTOS 58.6 · GATX 60.4level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.