Babcock & Wilcox Enterprises Inc (BW)vsCummins Inc (CMI)
BW
Babcock & Wilcox Enterprises Inc
$14.42
+2.41%
INDUSTRIALS · Cap: $1.98B
CMI
Cummins Inc
$553.36
-0.25%
INDUSTRIALS · Cap: $76.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 5629% more annual revenue ($33.67B vs $587.68M). CMI leads profitability with a 8.4% profit margin vs -6.2%. CMI earns a higher WallStSmart Score of 61/100 (C+).
BW
Avoid23
out of 100
Grade: F
CMI
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BW.
Margin of Safety
+37.7%
Fair Value
$960.80
Current Price
$553.36
$407.44 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Earnings expanding 41.4% YoY
Areas to Watch
2.0% revenue growth
Smaller company, higher risk/reward
ROE of -3.5% — below average capital efficiency
Earnings declined 93.5%
Moderate valuation
1.1% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : BW
BW has a balanced fundamental profile.
Bull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth. PEG of 1.47 suggests the stock is reasonably priced for its growth.
Bear Case : BW
The primary concerns for BW are Revenue Growth, Market Cap, Return on Equity.
Bear Case : CMI
The primary concerns for CMI are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
BW profiles as a turnaround stock while CMI is a value play — different risk/reward profiles.
BW carries more volatility with a beta of 1.48 — expect wider price swings.
BW is growing revenue faster at 2.0% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Bottom Line
CMI scores higher overall (61/100 vs 23/100). Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Babcock & Wilcox Enterprises Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Babcock & Wilcox Enterprises, Inc., provides energy and environmental technologies and services for the energy and industrial markets globally. The company is headquartered in Akron, Ohio.
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.
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