Aptiv (NYSE:APTV) and Custom Truck One Source (NYSE:CTOS) Head to Head Comparison

Aptiv (NYSE:APTV) and Custom Truck One Source (NYSE:CTOS) are both auto/tires/trucks companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, profitability, valuation, analyst recommendations, dividends, earnings and risk.

Analyst Ratings

This is a breakdown of recent ratings and recommmendations for Aptiv and Custom Truck One Source, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Aptiv	1	1	22	0	2.88
Custom Truck One Source	2	1	4	0	2.29

Aptiv presently has a consensus price target of $82.46, suggesting a potential upside of 36.87%. Custom Truck One Source has a consensus price target of $10.14, suggesting a potential downside of 8.41%. Given Aptiv’s stronger consensus rating and higher possible upside, equities analysts clearly believe Aptiv is more favorable than Custom Truck One Source.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
Aptiv	1.77%	17.83%	7.08%
Custom Truck One Source	-0.88%	-2.18%	-0.49%

Valuation & Earnings

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

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Aptiv	$20.40 billion	0.63	$165.00 million	$1.69	35.65
Custom Truck One Source	$1.94 billion	1.29	-$31.05 million	($0.09)	-123.04

Aptiv has higher revenue and earnings than Custom Truck One Source. Custom Truck One Source is trading at a lower price-to-earnings ratio than Aptiv, indicating that it is currently the more affordable of the two stocks.

Institutional and Insider Ownership

94.2% of Aptiv shares are held by institutional investors. Comparatively, 90.1% of Custom Truck One Source shares are held by institutional investors. 0.1% of Aptiv shares are held by company insiders. Comparatively, 4.7% of Custom Truck One Source shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Volatility & Risk

Aptiv has a beta of 1.46, suggesting that its share price is 46% more volatile than the S&P 500. Comparatively, Custom Truck One Source has a beta of 1.34, suggesting that its share price is 34% more volatile than the S&P 500.

Summary

Aptiv beats Custom Truck One Source on 12 of the 14 factors compared between the two stocks.

About Aptiv

Aptiv PLC engages in design, manufacture, and sale of vehicle components in North America, Europe, Middle East, Africa, the Asia Pacific, South America, and internationally. The company provides electrical, electronic, and safety technology solutions to the automotive and commercial vehicle markets. It operates through two segments, Signal and Power Solutions, and Advanced Safety and User Experience. The Signal and Power Solutions segment designs, manufactures, and assembles vehicle’s electrical architecture, including engineered component products, connectors, wiring assemblies and harnesses, cable management products, electrical centers, and hybrid high voltage and safety distribution systems. Its Advanced Safety and User Experience segment provides critical technologies and services for vehicle safety, security, comfort, and convenience, such as sensing and perception systems, electronic control units, multi-domain controllers, vehicle connectivity systems, application software, autonomous driving technologies, and end-to-end DevOps tools. The company was formerly known as Delphi Automotive PLC and changed its name to Aptiv PLC in December 2017. Aptiv PLC was incorporated in 2011 and is based in Dublin, Ireland.

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.