Cummins Inc (CMI)vsDonaldson Company Inc (DCI)
CMI
Cummins Inc
$553.36
-0.25%
INDUSTRIALS · Cap: $76.65B
DCI
Donaldson Company Inc
$87.12
+0.95%
INDUSTRIALS · Cap: $10.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 797% more annual revenue ($33.67B vs $3.75B). DCI leads profitability with a 10.1% profit margin vs 8.4%. CMI appears more attractively valued with a PEG of 1.47. CMI earns a higher WallStSmart Score of 61/100 (C+).
CMI
Buy61
out of 100
Grade: C+
DCI
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.7%
Fair Value
$960.80
Current Price
$553.36
$407.44 discount
Margin of Safety
-408.1%
Fair Value
$21.76
Current Price
$87.12
$65.36 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Earnings expanding 41.4% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 24 in profit
Areas to Watch
Moderate valuation
1.1% revenue growth
Expensive relative to growth rate
Moderate valuation
3.0% revenue growth
Earnings declined 1.3%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : DCI
The strongest argument for DCI centers on Altman Z-Score, Return on Equity.
Bear Case : CMI
The primary concerns for CMI are P/E Ratio, Revenue Growth.
Bear Case : DCI
The primary concerns for DCI are PEG Ratio, P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
CMI carries more volatility with a beta of 1.13 — expect wider price swings.
DCI is growing revenue faster at 3.0% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CMI scores higher overall (61/100 vs 51/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
Donaldson Company Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company is headquartered in Bloomington, Minnesota.
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