Cummins Inc (CMI)vsIntuit Inc (INTU)
CMI
Cummins Inc
$679.55
-0.49%
INDUSTRIALS · Cap: $94.23B
INTU
Intuit Inc
$396.31
-2.57%
TECHNOLOGY · Cap: $110.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 68% more annual revenue ($33.89B vs $20.12B). INTU leads profitability with a 21.6% profit margin vs 7.9%. INTU appears more attractively valued with a PEG of 1.02. INTU earns a higher WallStSmart Score of 71/100 (B).
CMI
Hold47
out of 100
Grade: D+
INTU
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-59.1%
Fair Value
$376.46
Current Price
$679.55
$303.09 premium
Margin of Safety
-0.5%
Fair Value
$404.62
Current Price
$396.31
$8.31 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Keeps 22 of every $100 in revenue as profit
17.4% revenue growth
Earnings expanding 48.5% YoY
Generating 1.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.7% revenue growth
7.9% margin — thin
Moderate valuation
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity.
Bull Case : INTU
The strongest argument for INTU centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 21.6% and operating margin at 18.4%. Revenue growth of 17.4% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : INTU
The primary concerns for INTU are P/E Ratio.
Key Dynamics to Monitor
CMI profiles as a value stock while INTU is a growth play — different risk/reward profiles.
CMI carries more volatility with a beta of 1.27 — expect wider price swings.
INTU is growing revenue faster at 17.4% — sustainability is the question.
INTU generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
INTU scores higher overall (71/100 vs 47/100), backed by strong 21.6% margins and 17.4% revenue growth. Both earn "Strong 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.
Intuit Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Intuit Inc. is an American business that specializes in financial software. Intuit's products include the tax preparation application TurboTax, personal finance app Mint and the small business accounting program QuickBooks.
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