ChargePoint (NYSE:CHPT) versus Custom Truck One Source (NYSE:CTOS) Head-To-Head Survey

ChargePoint (NYSE:CHPT) and Custom Truck One Source (NYSE:CTOS) are both small-cap auto/tires/trucks companies, but which is the superior investment? We will compare the two companies based on the strength of their risk, institutional ownership, valuation, earnings, analyst recommendations, dividends and profitability.

Insider & Institutional Ownership

37.8% of ChargePoint shares are held by institutional investors. Comparatively, 90.1% of Custom Truck One Source shares are held by institutional investors. 3.5% of ChargePoint shares are held by insiders. Comparatively, 4.5% of Custom Truck One Source shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Earnings and Valuation

This table compares ChargePoint 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
ChargePoint	$417.08 million	0.39	-$277.07 million	($10.28)	-0.67
Custom Truck One Source	$1.80 billion	0.78	-$28.66 million	($0.12)	-51.96

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

Volatility and Risk

ChargePoint has a beta of 1.4, indicating that its share price is 40% more volatile than the S&P 500. Comparatively, Custom Truck One Source has a beta of 1.16, indicating that its share price is 16% more volatile than the S&P 500.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
ChargePoint	-59.54%	-209.46%	-21.77%
Custom Truck One Source	-1.26%	-5.28%	-1.21%

Analyst Ratings

This is a breakdown of recent ratings and target prices for ChargePoint and Custom Truck One Source, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
ChargePoint	3	8	1	0	1.83
Custom Truck One Source	2	3	2	0	2.00

ChargePoint presently has a consensus target price of $12.65, suggesting a potential upside of 82.96%. Custom Truck One Source has a consensus target price of $7.13, suggesting a potential upside of 14.27%. Given ChargePoint’s higher probable upside, analysts plainly believe ChargePoint is more favorable than Custom Truck One Source.

Summary

Custom Truck One Source beats ChargePoint on 11 of the 14 factors compared between the two stocks.

About ChargePoint

ChargePoint Holdings, Inc., together with its subsidiaries, provides electric vehicle (EV) charging networks and charging solutions in the North America and Europe. The company serves commercial, such as retail, workplace, hospitality, parking, recreation, municipal, education, and highway fast charge; fleet, which include delivery, take home, logistics, motor pool, transit, and shared mobility; and residential including single family homes and multi-family apartments and condominiums customers. ChargePoint Holdings, Inc. was founded in 2007 and is headquartered in Campbell, California.

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.