Cummins Inc (CMI)vsHayward Holdings Inc (HAYW)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
HAYW
Hayward Holdings Inc
$14.90
-5.70%
INDUSTRIALS · Cap: $3.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 2832% more annual revenue ($33.67B vs $1.15B). HAYW leads profitability with a 14.0% profit margin vs 8.4%. HAYW appears more attractively valued with a PEG of 1.68. HAYW earns a higher WallStSmart Score of 67/100 (B-).
CMI
Buy59
out of 100
Grade: C
HAYW
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-61.7%
Fair Value
$370.38
Current Price
$671.01
$300.63 premium
Margin of Safety
-30.7%
Fair Value
$12.93
Current Price
$14.90
$1.97 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
Earnings expanding 79.1% YoY
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : HAYW
The strongest argument for HAYW centers on EPS Growth, Price/Book. Revenue growth of 11.5% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : HAYW
The primary concerns for HAYW are PEG Ratio, Altman Z-Score, Free Cash Flow.
Key Dynamics to Monitor
HAYW carries more volatility with a beta of 1.18 — expect wider price swings.
HAYW is growing revenue faster at 11.5% — 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
HAYW scores higher overall (67/100 vs 59/100) and 11.5% revenue growth. Both earn "Strong 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.
Hayward Holdings Inc
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Hayward Holdings, Inc. is a designer, manufacturer and marketer of various pool equipment and associated automation systems. The company is headquartered in Berkeley Heights, New Jersey.
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