WallStSmart

Cummins Inc (CMI)vsDover Corporation (DOV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Cummins Inc generates 316% more annual revenue ($33.67B vs $8.09B). DOV leads profitability with a 13.5% 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

Buy

61

out of 100

Grade: C+

Growth: 6.7Profit: 6.5Value: 10.0Quality: 6.8
Piotroski: 6/9Altman Z: 2.91

DOV

Buy

56

out of 100

Grade: C

Growth: 6.0Profit: 7.0Value: 7.3Quality: 5.0
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CMIUndervalued (+37.7%)

Margin of Safety

+37.7%

Fair Value

$960.80

Current Price

$553.36

$407.44 discount

UndervaluedFair: $960.80Overvalued
DOVSignificantly Overvalued (-329.5%)

Margin of Safety

-329.5%

Fair Value

$54.26

Current Price

$215.16

$160.90 premium

UndervaluedFair: $54.26Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMI3 strengths · Avg: 8.7/10
Market CapQuality
$76.65B9/10

Large-cap with strong market position

Return on EquityProfitability
23.9%9/10

Every $100 of equity generates 24 in profit

EPS GrowthGrowth
41.4%8/10

Earnings expanding 41.4% YoY

DOV0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

CMI2 concerns · Avg: 4.0/10
P/E RatioValuation
27.0x4/10

Moderate valuation

Revenue GrowthGrowth
1.1%4/10

1.1% revenue growth

DOV4 concerns · Avg: 3.3/10
PEG RatioValuation
1.864/10

Expensive relative to growth rate

P/E RatioValuation
27.0x4/10

Moderate valuation

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-80.1%2/10

Earnings declined 80.1%

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : DOV

DOV has a balanced fundamental profile.

Bear Case : CMI

The primary concerns for CMI are P/E Ratio, Revenue Growth.

Bear Case : DOV

The primary concerns for DOV are PEG Ratio, P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

DOV carries more volatility with a beta of 1.25 — expect wider price swings.

DOV is growing revenue faster at 8.8% — 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 56/100). 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.

Dover Corporation

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Dover Corporation is an American conglomerate manufacturer of industrial products. Founded in 1955 in New York City, Dover is now based in Downers Grove, Illinois.

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