Reviewing Custom Truck One Source (NYSE:CTOS) & Carbon Streaming (OTCMKTS:OFSTF)

Custom Truck One Source (NYSE:CTOS) and Carbon Streaming (OTCMKTS:OFSTF) are both auto/tires/trucks companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, dividends, profitability, risk, valuation, earnings and analyst recommendations.

Insider and Institutional Ownership

90.1% of Custom Truck One Source shares are owned by institutional investors. 4.7% of Custom Truck One Source shares are owned by company insiders. Comparatively, 2.4% of Carbon Streaming shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Analyst Recommendations

This is a summary of recent ratings for Custom Truck One Source and Carbon Streaming, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Custom Truck One Source	2	1	4	0	2.29
Carbon Streaming	0	0	0	0	0.00

Custom Truck One Source currently has a consensus price target of $10.14, indicating a potential downside of 14.50%. Given Custom Truck One Source’s stronger consensus rating and higher possible upside, analysts clearly believe Custom Truck One Source is more favorable than Carbon Streaming.

Profitability

This table compares Custom Truck One Source and Carbon Streaming’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Custom Truck One Source	-0.88%	-2.18%	-0.49%
Carbon Streaming	-8,270.00%	-0.17%	-0.16%

Earnings and Valuation

This table compares Custom Truck One Source and Carbon Streaming”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Custom Truck One Source	$1.94 billion	1.38	-$31.05 million	($0.09)	-131.81
Carbon Streaming	$30,000.00	1,000.66	-$2.48 million	N/A	N/A

Carbon Streaming has lower revenue, but higher earnings than Custom Truck One Source.

Risk and Volatility

Custom Truck One Source has a beta of 1.37, meaning that its stock price is 37% more volatile than the S&P 500. Comparatively, Carbon Streaming has a beta of 1.01, meaning that its stock price is 1% more volatile than the S&P 500.

Summary

Custom Truck One Source beats Carbon Streaming on 8 of the 12 factors compared between the two stocks.

About Custom Truck One Source

Custom Truck One Source, Inc. provides specialty equipment rental and sale services to the electric utility transmission and distribution, telecommunications, rail, forestry, waste management, and other infrastructure-related industries in the United States and Canada. The company operates through three segments: Equipment Rental Solutions (ERS), Truck and Equipment Sales (TES), and Aftermarket Parts and Services (APS). The ERS segment owns new and used specialty equipment, including truck-mounted aerial lifts, cranes, service trucks, dump trucks, trailers, digger derricks, and other machinery and equipment. The TES segment offers new equipment for sale to be used for end-markets, which can be modified to meet customers specific needs. The APS segment provides truck and equipment maintenance and repair services; and rents and sells specialized tools, including stringing blocks, insulated hot stick, and rigging equipment, as well as sale of specialized aftermarket parts. The company was formerly known as Nesco Holdings, Inc. and changed its name to Custom Truck One Source, Inc. in April 2021. Custom Truck One Source, Inc. was founded in 1988 and is headquartered in Kansas City, Missouri.

About Carbon Streaming

Carbon Streaming Corporation a carbon credit streaming and royalty company focused on creating shareholder value primarily through the acquisition and sale of carbon credits. It provides capital to carbon projects globally, primarily by entering into or acquiring streaming, royalty or royalty-like arrangements for the purchase of carbon credits. The company was formerly known as Mexivada Mining Corp. and changed its name to Carbon Streaming Corporation in June 2020. Carbon Streaming Corporation was incorporated in 2004 and is headquartered in Burlington, Canada.