Atlas's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Atlas (ATCOL) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Atlas vs Its Competitors
- TTM: Trailing 12-month revenue of 2,300M vs 20,980M combined for tracked competitors (9.9% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs decelerating (-13.4%) for its tracked peer group.
- Growth: Atlas generated 26.3% revenue growth year over year in Q4 2024, vs 24.6% for its tracked competitors combined.
- Profitability: Its 58.1% net margin compares with 11.5% for the peer group.
- Peer revenue share: Atlas accounted for 33.6% of combined revenue among its tracked peer group, up from 33.3% a year earlier.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
ATCOL Sales vs. its Competitors, Q4 2024
Atlas reported revenue growth of 26.33 % year on year in Q4 2024, above its competitors' combined revenue growth of 24.62 %.
With a net margin of 58.10 %, Atlas achieved higher profitability than its competitors (11.51 %).
Atlas generated 33.61 % of the combined sales of its peer group, up from 33.31 % a year earlier.
Atlas vs. its Competitors, Q4 2024
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Atlas and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Atlas Corp | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (4) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Atlas's competitor groups requires a Commercial License.
For context: the Marine Transportation industry grew revenue 2.4% year over year, combined, vs 26.3% for Atlas. Atlas's share of combined industry revenue moved from 4.19% to 5.17%, a gain of 0.98 percentage points.
Atlas's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Atlas Corp | - | - | - | - |
| Competitors combined (7) | ||||
| High-Confidence Competitors (5) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
ATCOL Stock Performance relative to its Competitors
ATCOL Stock Performance relative to High-Confidence Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Enersys | 282.9% | Outperformed |
| 2 | Air Transport Services Group Inc | 282.9% | Outperformed |
| 3 | Sun Country Airlines Holdings Inc | 282.9% | Outperformed |
| 4 | Sei Investments Company | 282.9% | Outperformed |
| 5 | Ingersoll Rand Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Atlas's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Atlas's Comment on Competition and Industry Peers
Publicly Traded Peers of Atlas Corp
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Atlas Corp | - | 2,300.10 |
| Ingersoll Rand Inc | 29,308.24 | 7,941.10 |
| Sei Investments Company | 12,644.20 | 2,450.24 |
| Enersys | 6,857.84 | 3,643.05 |
| Jbt Marel Corporation | 5,500.84 | 3,779.30 |
| Air Transport Services Group Inc | 1,513.11 | 1,961.97 |
| SUBTOTAL | 56,797.91 | 23,280.50 |
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Sources: Atlas Corp's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Atlas Corp versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Atlas's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Leatt Corporation | Named by the company | 85% |
| Jbt Marel Corporation | Named by the company | 85% |
| Ingersoll Rand Inc | Named by the company | 85% |
| Danaos Corporation | Named by the company | 85% |
| JBT | Named by the company | 85% |
| Fairmount Santrol Holdings Inc. | Named by the company | 85% |
| Sei Investments Company | Named by the company | 85% |
| Air Transport Services Group Inc | Named by the company | 85% |
| Sun Country Airlines Holdings Inc | Named by the company | 85% |
| Enersys | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Atlas's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Atlas's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Atlas Corp | Vessel Leasing 100.00 % |
| Ingersoll Rand Inc | Industrial Technologies and Services 79.17 % |
| Sei Investments Company | Investment Managers 35.49 % |
| Jbt Marel Corporation | Prepared Food and Beverage Solutions 50.85 % |
| Sun Country Airlines Holdings Inc | Passenger 86.38 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Atlas's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Atlas Corp | - | - | - |
| Ingersoll Rand Inc | 29,308 | 378,148 | 46,000 |
| Sei Investments Company | 12,644 | 487,221 | 142,230 |
| Enersys | 6,858 | 376,270 | 36,413 |
| Jbt Marel Corporation | 5,501 | 328,635 | 17,313 |
| Air Transport Services Group Inc | 1,513 | 672,830 | 9,408 |
| PEERS TOTAL | 56,798 | 392,186 | 43,077 |
Atlas's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Ingersoll Rand Inc | United States 39.51 % |
| Sei Investments Company | United States 85.02 % |
| Sun Country Airlines Holdings Inc | United States 93.73 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Atlas's Position in Industry Market Structure
Market-capitalization share and concentration across all 55 companies in Atlas's industry classification, broader than the peer set above. Market cap in millions of $.Atlas ranks #0 of 55 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 980, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Expeditors International Of Washington Inc | 24,506 | 22.19 % |
| 2 | C h Robinson Worldwide Inc | 17,797 | 16.11 % |
| 3 | Frontline Plc | 11,061 | 10.01 % |
| 4 | Cmb tech Nv | 4,426 | 4.01 % |
| 5 | Brink s Co | 1,234 | 5.2% |
| 6 | Scorpio Tankers Inc | 1,234 | 5.2% |
| 7 | Torm Plc | 1,234 | 5.2% |
| 8 | Dht Holdings Inc | 1,234 | 5.2% |
| 9 | Zim Integrated Shipping Services Ltd | 1,234 | 5.2% |
| 10 | Star Bulk Carriers Corp | 1,234 | 5.2% |
| 0 | Atlas Corp | - | 0.00 % |
Market cap and industry share for the rest of Atlas's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2025-07-03.
Atlas's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 980 (see Industry Market Structure & Concentration above) |
| Supplier Power | Not covered on this page | See Atlas's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Atlas's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Atlas's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-13.4% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Atlas's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Atlas Corp | 0.86 | 1.09 | 2.07 |
| Ingersoll Rand Inc | 0.57 | 1.98 | 0.59 |
| Sei Investments Company | 0.34 | 4.75 | 0.00 |
| Enersys | 0.55 | 2.73 | 0.72 |
| Jbt Marel Corporation | 0.04 | 1.03 | 0.41 |
| Air Transport Services Group Inc | 0.10 | 0.81 | 1.11 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Atlas's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Atlas Corp | Q4 2024 | +26.3 % | +231.6 % |
| Ingersoll Rand Inc | Q2 2026 | +8.5 % | - |
| Sei Investments Company | Q2 2026 | +14.7 % | -12.1 % |
| Enersys | Q2 2026 | +14.2 % | +102.7 % |
| Jbt Marel Corporation | Q2 2026 | +4.9 % | +929.4 % |
| Air Transport Services Group Inc | Q4 2024 | 0.0 % | - |
| PEERS TOTAL | +13.0 % | +231.3 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Atlas's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Atlas Corp | Q4 2024 | - | -97.9 % |
| Ingersoll Rand Inc | Q2 2026 | +11.6 % | -23.5 % |
| Sei Investments Company | Q2 2026 | - | +30.5 % |
| Enersys | Q2 2026 | +9.9 % | -62.4 % |
| Jbt Marel Corporation | Q2 2026 | +3.6 % | +35.1 % |
| Air Transport Services Group Inc | Q4 2024 | -61.8 % | -48.1 % |
Atlas's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Atlas Corp | 7.79% | 8.46% | 27.25% |
| Ingersoll Rand Inc | 5.30% | 5.45% | 9.46% |
| Sei Investments Company | 48.74% | 27.54% | 29.54% |
| Enersys | 8.81% | 10.28% | 18.39% |
| Jbt Marel Corporation | 2.45% | 3.25% | 4.46% |
| Air Transport Services Group Inc | 0.70% | 0.78% | 1.89% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Atlas's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Atlas Corp | - | - |
| Ingersoll Rand Inc | 30.90 | 3.69 |
| Sei Investments Company | 18.15 | 5.16 |
| Enersys | 19.56 | 1.88 |
| Jbt Marel Corporation | 28.64 | 1.46 |
| Air Transport Services Group Inc | 54.83 | 0.77 |
| PEERS AVERAGE | 15.60 | 2.44 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.