CTOS (Custom Truck One Source) ROC (Joel Greenblatt) %: 5.34% (As of Mar. 2026) — 14% Below Median


CTOS Custom Truck One Source Inc CTOS
67 GF Score
Price $11.94
GF Value $6.39
Valuation Significantly Overvalued
! 9 Warning Signs
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What is Custom Truck One Source ROC (Joel Greenblatt) %?

Custom Truck One Source CTOS -0.25% 67 ROC (Joel Greenblatt) % is 5.34% as of Mar. 2026, which is 14% below its 10-year median of 6.22. GuruFocus rates CTOS with a GF Score™ of 67/100 and a GF Value™ of $6.39 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 1,081 Business Services companies, Custom Truck One Source ranks worse than 69.01% on this metric.

Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits). He defines ROC (Joel Greenblatt) % as EBIT divided by the total of Property, Plant and Equipment and net working capital. Custom Truck One Source's annualized ROC (Joel Greenblatt) % for the quarter that ended in Mar. 2026 was 5.34%.

The historical rank and industry rank for Custom Truck One Source's ROC (Joel Greenblatt) % or its related term are showing as below:

CTOS' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -11.84   Med: 6.22   Max: 10.07
Current: 6.28

During the past 9 years, Custom Truck One Source's highest ROC (Joel Greenblatt) % was 10.07%. The lowest was -11.84%. And the median was 6.22%.

CTOS's ROC (Joel Greenblatt) % is ranked worse than
69.01% of 1081 companies
in the Business Services industry
Industry Median: 20.97 vs CTOS: 6.28

Custom Truck One Source's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 0.00% per year.


Custom Truck One Source  (NYSE:CTOS) ROC (Joel Greenblatt) % Explanation

The way Joel Greenblatt defines Return on Capital is a more accurate measure of how efficiently the company generates returns onthe capital actually invested in the business. EBIT is used instead of net income because the tax and interest payment may be affected by factors other than the core business operation. Intangible assets are not included in the calculation because they don't need to be replaced.

Joel Greenblatt uses his definition of Return on Capital and Earnings Yield (Joel Greenblatt) % to rank companies.


Custom Truck One Source ROC (Joel Greenblatt) % Related Terms


Custom Truck One Source ROC (Joel Greenblatt) % Historical Data

* Premium members only.

The historical data trend for Custom Truck One Source's ROC (Joel Greenblatt) % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Custom Truck One Source ROC (Joel Greenblatt) % Chart

Custom Truck One Source Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROC (Joel Greenblatt) %
Get a 7-Day Free Trial Premium Member Only -11.84 8.91 10.07 6.22 5.59

Custom Truck One Source Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROC (Joel Greenblatt) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 2.30 4.98 5.69 9.17 5.34

CTOS vs HTZ, VSTS, MGRC: ROC (Joel Greenblatt) % Comparison

For the Rental & Leasing Services subindustry, Custom Truck One Source's ROC (Joel Greenblatt) %, along with its competitors' market caps and ROC (Joel Greenblatt) % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Custom Truck One Source ROC (Joel Greenblatt) % vs Business Services Industry

For the Business Services industry and Industrials sector, Custom Truck One Source's ROC (Joel Greenblatt) % distribution charts can be found below:

* The bar in red indicates where Custom Truck One Source's ROC (Joel Greenblatt) % falls into.


CTOS
67GF Score
Custom Truck One Source Inc CTOS
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Custom Truck One Source ROC (Joel Greenblatt) % Calculation

Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits) . He defines Return on Capital as follows:

ROC (Joel Greenblatt) %=EBIT/Average of (Net fixed Assets + Net Working Capital)

EBIT stands for Earnings Before Interest and Taxes.

Fixed Assets are also known as non-current assets. They include the Property, Plant and Equipment that the firm needs in its operation.

GuruFocus calculates net working capital as: (Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Deferred Revenue + Other Current Liabilities). We're trying to account for OPERATING assets and liabilities (part of daily business) when calculating working capital. Cash and marketable securities are considered NON-OPERATING assets and are not included in calculation. We will also back out all interest bearing debt, short term debt and the portion of long term debt that is due in the current period from the current liabilities. This debt will be considered when computing cost of capital and it would be inappropriate to count it twice.

Working Capital(Q: Dec. 2025 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(195.541 + 930.939 + 17.009) - (157.594 + 23.5 + 1.1368683772162E-13)
=962.395

Working Capital(Q: Mar. 2026 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(203.623 + 1022.471 + 20.455) - (202.723 + 15.873 + -2.2737367544323E-13)
=1027.953

When net working capital is negative, 0 is used.

So ROC (Joel Greenblatt) % of Custom Truck One Source for the quarter that ended in Mar. 2026 can be restated as:

ROC (Joel Greenblatt) %(Q: Mar. 2026 )
=EBIT/Average of (Net fixed Assets + Net Working Capital)
=EBIT/Average of (Property, Plant and Equipment+Net Working Capital)
     Q: Dec. 2025  Q: Mar. 2026
=EBIT/( ( (Property, Plant and Equipment + Net Working Capital) + (Property, Plant and Equipment + Net Working Capital) )/ count )
=124.928/( ( (1340.125 + max(962.395, 0)) + (1349.905 + max(1027.953, 0)) )/ 2 )
=124.928/( ( 2302.52 + 2377.858 )/ 2 )
=124.928/2340.189
=5.34 %

Note: The EBIT data used here is four times the quarterly (Mar. 2026) EBIT data.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a ROC (Joel Greenblatt) % of 5.34% mean?
Custom Truck One Source (CTOS) has a ROC (Joel Greenblatt) % of 5.34% as of Mar. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Custom Truck One Source and its competitors. This is 14% below median its historical median of 6.22. According to the industry distribution chart, Custom Truck One Source ranks #746 out of 1081 companies in the Business Services industry, placing it in the top 69%.
Is Custom Truck One Source's ROC (Joel Greenblatt) % too high?
Custom Truck One Source's current ROC (Joel Greenblatt) % of 5.34% is 14% below median its 10-year median of 6.22. The Business Services industry median ROC (Joel Greenblatt) % is 20.97. Custom Truck One Source's value of 5.34% is 74.5% below this industry median. Based on the distribution chart, Custom Truck One Source ranks #746 out of 1081 companies in the Business Services industry, which is below the industry midpoint. Overall, Custom Truck One Source has a GF Score™ of 67/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Custom Truck One Source's ROC (Joel Greenblatt) % compare to HTZ and VSTS?
According to the Business Services industry distribution chart, Custom Truck One Source ranks #746 out of 1081 companies for ROC (Joel Greenblatt) %. This places Custom Truck One Source in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 20.97. Custom Truck One Source's value of 5.34% is 74.5% below this benchmark. While the company's 10-year median is 6.22 vs. the industry median of 20.97, Custom Truck One Source has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for a Business Services company?
The median ROC (Joel Greenblatt) % among Business Services companies is 20.97, based on 1,081 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Custom Truck One Source's current ROC (Joel Greenblatt) % of 5.34% is 74.5% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Custom Truck One Source and its competitors. For the Business Services industry, the median ROC (Joel Greenblatt) % is 20.97 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Custom Truck One Source's current ROC (Joel Greenblatt) % is 5.34%, which is 14% below median its own 10-year median of 6.22. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Custom Truck One Source stock overvalued right now?
Based on GuruFocus' analysis, Custom Truck One Source (CTOS) is currently considered Significantly Overvalued. The stock's GF Value™ is $6.39, compared to a current price of $11.94 — trading 86.9% above its estimated fair value. The current ROC (Joel Greenblatt) % is 5.34%, which is 14% below median its 10-year median of 6.22 and 74.5% below the Business Services industry median of 20.97. Custom Truck One Source's overall GF Score™ is 67/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Custom Truck One Source (CTOS), the current ROC (Joel Greenblatt) % is 5.34% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Custom Truck One Source (CTOS) Overvalued in 2026?

Based on GuruFocus' analysis, Custom Truck One Source stock appears to be overvalued. The current stock price of $11.94 is trading 86.9% above its estimated GF Value™ of $6.39. GuruFocus considers Custom Truck One Source to be Significantly Overvalued.

Key valuation signals for CTOS:

  • ROC (Joel Greenblatt) %: 5.34% (14% below median its 10-year median of 6.22)
  • GF Value™: $6.39 vs. price of $11.94 (86.9% above fair value)
  • GF Score™: 67/100 with 9 warning signs
  • Industry Position: 74.5% below the Business Services median (#746 of 1081)

No single metric tells the full story. See the CTOS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Custom Truck One Source Business Description

Other Exchanges 65W0:Germany
Address 7701 Independence Avenue, Kansas, MO, USA, 64125
Custom Truck One Source Inc is a one-stop-shop provider of specialty equipment in the electric utility transmission and distribution, forestry, telecom, waste management, rail, and infrastructure end-markets in North America. The company's segment includes Equipment Rental Solutions (ERS), Truck and Equipment Sales (TES), and Aftermarket Parts and Services (APS). It generates maximum revenue from the TES segment. Geographically, it derives a majority revenue from the United States.
67GF Score

Get the complete analysis for CTOS

ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$11.94
Price
$6.39
GF Value