Custom Truck One Source vs DXP Enterprises
Custom Truck One Source and DXP Enterprises are similar in size: $1.94bn and $2.02bn of revenue in their latest fiscal years. DXP Enterprises grew faster (11.9% against 7.9%). DXP Enterprises kept more of each dollar of sales as profit: a net margin of 4.4% against -1.6%. DXP Enterprises carries less debt relative to equity (169.9% against 205.3%).
| Latest fiscal year | Custom Truck One SourceCTOS, 2025 | DXP EnterprisesDXPE, 2025 |
|---|---|---|
| Revenue | $1.94bn | $2.02bn |
| Revenue growth | 7.9% | 11.9% |
| Net income | −$31.1m | $88.7m |
| Operating margin | 6.4% | 8.8% |
| Net margin | -1.6% | 4.4% |
| Return on equity | -3.7% | 19.3% |
| Free cash flow | $310m | $54.0m |
| Cash | $6.3m | $304m |
| Total debt | $1.66bn | $847m |
| Debt to equity | 205.3% | 169.9% |
| Dividend per share | — | — |
| Dividend yield | — | 0.0% |
| Share buybacks | $32.6m | $17.1m |
| Employees | 2,500 | — |
| Market value | $2.42bn | $2.77bn |
| Price vs our value range | — | Within our value range |
| Moat score | 14 (Weak) | 42 (Weak) |
| Insider trades, 12 months | 0 buys, 0 sales | 0 buys, 5 sales |