Aptiv (NYSE:APTV – Get Free Report) and Custom Truck One Source (NYSE:CTOS – Get Free Report) are both auto/tires/trucks companies, but which is the superior investment? We will contrast the two businesses based on the strength of their valuation, dividends, risk, institutional ownership, analyst recommendations, earnings and profitability.
Insider and Institutional Ownership
94.2% of Aptiv shares are owned by institutional investors. Comparatively, 90.1% of Custom Truck One Source shares are owned by institutional investors. 0.1% of Aptiv shares are owned by company insiders. Comparatively, 4.7% of Custom Truck One Source shares are owned by company 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.
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% |
Analyst Recommendations
| 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, indicating a potential upside of 36.87%. Custom Truck One Source has a consensus price target of $10.14, indicating a potential downside of 8.41%. Given Aptiv’s stronger consensus rating and higher probable upside, equities research analysts clearly believe Aptiv is more favorable than Custom Truck One Source.
Volatility & Risk
Aptiv has a beta of 1.46, indicating that its share price is 46% more volatile than the S&P 500. Comparatively, Custom Truck One Source has a beta of 1.34, indicating that its share price is 34% more volatile than the S&P 500.
Valuation and Earnings
This table compares Aptiv and Custom Truck One Source”s top-line 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.
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.
Receive News & Ratings for Aptiv Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Aptiv and related companies with MarketBeat.com's FREE daily email newsletter.
