COMPARE · Data as of August 21, 2026
CTOS vs SUNB
Verdict: Side-by-side breakdown using the Bull Rankings model. CTOS scored 43.3, SUNB scored 61.4 — SUNB leads.
Compare another set
CTOS
Custom Truck One Source, Inc.
43.3
$9.79 · $2.2B
fundamentals as of
Score gap
18.1
SUNB leads
SUNB
Sunbelt Rentals Holdings, Inc.
61.4
$76.88 · $31.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthSUNB+4.4%
- Strongest balance sheetSUNB1.43
- Highest qualitySUNB66 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
CTOS
stronger →← stronger
SUNB
31
Qualityreturns · margins · balance sheet
66
44
Growthrevenue & earnings expansion
58
59
Valuevaluation vs sector peers
60
SUNB is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
CTOS
SUNB
-$226mF
FCF
$1.6bC+
+4.1%C+
Rev
+4.4%C+
3.12D
D/E
1.43C
1.5xB+
P/S
—
0.79A-
PEG
1.51C+
—
P/E
24.4xB+
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.
Valuation · DCF cross-check
CTOS
SUNB
—
Price vs fair valuelower is cheaper
56% above
—
Growth the price implies10-yr FCF · lower = less priced in
~22%/yr
—
1-yr DCF upside
-45%
—
5-yr DCF upside
-36%
—
10-yr DCF upside
-21%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CTOS
No notable signals flagged.
SUNB
Why this score
- Buying back stock
- Short track record
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.
SUNBSunbelt Rentals Holdings, Inc.
Why now
Rental & Leasing Services · market cap $31.5b. 11% off the 52-week high of $86.68. 15 sell-side analysts rate this a Hold with a mean 1-yr target of $85.47 (implying +11% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Beta 1.65 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 12.6x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. Net margin 0.0% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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 SUNB diverge
On the headline score the gap is 18.1 points in favor of SUNB. The widest single difference is Quality, where SUNB leads by 34.7 points.
- QualityCTOS 31.1 · SUNB 65.8SUNB +34.7
- GrowthCTOS 44.4 · SUNB 58.3SUNB +13.9
- ValueCTOS 58.6 · SUNB 60.3level
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.