COMPARE · Data as of August 21, 2026
CTOS vs LIME
Verdict: Side-by-side breakdown using the Bull Rankings model. CTOS scored 43.3, LIME scored 76.9 — LIME leads.
Compare another set
CTOS
Custom Truck One Source, Inc.
43.3
$9.79 · $2.2B
fundamentals as of
Score gap
33.6
LIME leads
LIME
Neutron Holdings, Inc.
76.9
$40.94 · $2.6B
At a glance · who leads each dimension, on the model's own rules
- Fastest growthLIME+29.1%
- Strongest balance sheetLIME0.20
- Highest qualityLIME91 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
CTOS
stronger →← stronger
LIME
31
Qualityreturns · margins · balance sheet
91
44
Growthrevenue & earnings expansion
55
59
Valuevaluation vs sector peers
90
LIME is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
CTOS
LIME
-$226mF
FCF
—
+4.1%C+
Rev
+29.1%A-
3.12D
D/E
0.20A-
1.5xB+
P/S
—
0.79A-
PEG
—
—
P/E
12.5xA
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.
LIME
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.
LIMENeutron Holdings, Inc.
Why now
Rental & Leasing Services · market cap $2.6b. 4% off the 52-week high of $42.84. Revenue growing +29% — in hypergrowth territory. 7 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $39.43 (implying -4% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
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 LIME diverge
On the headline score the gap is 33.6 points in favor of LIME. The widest single difference is Quality, where LIME leads by 59.8 points.
- QualityCTOS 31.1 · LIME 90.9LIME +59.8
- ValueCTOS 58.6 · LIME 90.3LIME +31.7
- GrowthCTOS 44.4 · LIME 55.4LIME +11.0
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.