Cummins Inc (CMI)vsGE Aerospace (GE)
CMI
Cummins Inc
$644.26
+0.04%
INDUSTRIALS · Cap: $87.76B
GE
GE Aerospace
$370.08
-1.19%
INDUSTRIALS · Cap: $391.45B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 49% more annual revenue ($50.64B vs $33.89B). GE leads profitability with a 17.7% profit margin vs 7.9%. CMI appears more attractively valued with a PEG of 1.51. GE earns a higher WallStSmart Score of 65/100 (C+).
CMI
Hold47
out of 100
Grade: D+
GE
Buy65
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Mega-cap, among the largest globally
Every $100 of equity generates 51 in profit
Strong operational efficiency at 20.6%
Revenue surging 21.1% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.7% revenue growth
7.9% margin — thin
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity.
Bull Case : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.7% and operating margin at 20.6%. Revenue growth of 21.1% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : GE
The primary concerns for GE are Altman Z-Score, Debt/Equity, PEG Ratio. A P/E of 43.5x leaves little room for execution misses.
Key Dynamics to Monitor
CMI profiles as a value stock while GE is a growth play — different risk/reward profiles.
GE carries more volatility with a beta of 1.37 — expect wider price swings.
GE is growing revenue faster at 21.1% — sustainability is the question.
CMI generates stronger free cash flow (120M), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 47/100), backed by strong 17.7% margins and 21.1% revenue growth. 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.
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.
GE Aerospace
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Electric Company (GE) is an American multinational conglomerate incorporated in New York City and headquartered in Boston. As of 2018, the company operates through the following segments: aviation, healthcare, power, renewable energy, digital industry, additive manufacturing and venture capital and finance.
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