Smith AO Corporation (AOS)vsCummins Inc (CMI)
AOS
Smith AO Corporation
$57.20
+0.33%
INDUSTRIALS · Cap: $8.14B
CMI
Cummins Inc
$651.22
-3.96%
INDUSTRIALS · Cap: $92.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 789% more annual revenue ($33.89B vs $3.81B). AOS leads profitability with a 13.8% profit margin vs 7.9%. AOS appears more attractively valued with a PEG of 1.55. AOS earns a higher WallStSmart Score of 53/100 (C-).
AOS
Buy53
out of 100
Grade: C-
CMI
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.8%
Fair Value
$78.07
Current Price
$57.20
$20.87 premium
Intrinsic value data unavailable for CMI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Every $100 of equity generates 28 in profit
Attractively priced relative to earnings
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Areas to Watch
Expensive relative to growth rate
Revenue declined 1.9%
Earnings declined 10.5%
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.7% revenue growth
7.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : AOS
The strongest argument for AOS centers on Altman Z-Score, Return on Equity, P/E Ratio.
Bull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity.
Bear Case : AOS
The primary concerns for AOS are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
AOS profiles as a declining stock while CMI is a value play — different risk/reward profiles.
CMI carries more volatility with a beta of 1.27 — expect wider price swings.
CMI is growing revenue faster at 2.7% — sustainability is the question.
CMI generates stronger free cash flow (120M), providing more financial flexibility.
Bottom Line
AOS scores higher overall (53/100 vs 47/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Smith AO Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
A. O. Smith Corporation is an American manufacturer of both residential and commercial water heaters and boilers and the largest manufacturer and marketer of water heaters in North America. It also supplies water treatment products in the Asian market.
Visit Website →Cummins Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Cummins is a Columbus, Indiana based multinational corporation that designs, manufactures, and distributes engines, filtration, and power generation products. Cummins also services engines and related equipment, including fuel systems, controls, air handling, filtration, emission control, electrical power generation systems, and trucks.
Compare with Other SPECIALTY INDUSTRIAL MACHINERY Stocks
Want to dig deeper into these stocks?