Cummins Inc (CMI)vsGriffon Corporation (GFF)
CMI
Cummins Inc
$679.55
-0.49%
INDUSTRIALS · Cap: $94.23B
GFF
Griffon Corporation
$88.02
-2.93%
INDUSTRIALS · Cap: $4.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 1236% more annual revenue ($33.89B vs $2.54B). CMI leads profitability with a 7.9% profit margin vs 1.8%. GFF appears more attractively valued with a PEG of 0.54. GFF earns a higher WallStSmart Score of 55/100 (C).
CMI
Hold47
out of 100
Grade: D+
GFF
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-59.1%
Fair Value
$376.46
Current Price
$679.55
$303.09 premium
Intrinsic value data unavailable for GFF.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Every $100 of equity generates 27 in profit
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.7% revenue growth
7.9% margin — thin
2.6% revenue growth
1.8% margin — thin
Premium valuation, high expectations priced in
Trading at 37.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity.
Bull Case : GFF
The strongest argument for GFF centers on Return on Equity, PEG Ratio. PEG of 0.54 suggests the stock is reasonably priced for its growth.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : GFF
The primary concerns for GFF are Revenue Growth, Profit Margin, P/E Ratio. A P/E of 89.8x leaves little room for execution misses. Debt-to-equity of 15.68 is elevated, increasing financial risk.
Key Dynamics to Monitor
GFF carries more volatility with a beta of 1.42 — 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.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GFF scores higher overall (55/100 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.
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.
Griffon Corporation
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Griffon Corporation engages in the consumer and professional products, home and construction products, and defense electronics businesses primarily in the United States, Europe, Canada, Australia, the United Kingdom, Mexico, and China. The company is headquartered in New York, New York.
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