WallStSmart

Cummins Inc (CMI)vsJBTMarel Corp (JBTM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Cummins Inc generates 786% more annual revenue ($33.67B vs $3.80B). CMI leads profitability with a 8.4% profit margin vs -1.3%. JBTM appears more attractively valued with a PEG of 1.22. 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

JBTM

Buy

57

out of 100

Grade: C

Growth: 8.7Profit: 3.5Value: 6.7Quality: 6.0
Piotroski: 3/9Altman Z: 2.75
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

Intrinsic value data unavailable for JBTM.

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

JBTM2 strengths · Avg: 9.0/10
Revenue GrowthGrowth
115.6%10/10

Revenue surging 115.6% year-over-year

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

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

JBTM3 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-1.7%2/10

ROE of -1.7% — below average capital efficiency

Profit MarginProfitability
-1.3%1/10

Currently unprofitable

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 : JBTM

The strongest argument for JBTM centers on Revenue Growth, Price/Book. Revenue growth of 115.6% demonstrates continued momentum. PEG of 1.22 suggests the stock is reasonably priced for its growth.

Bear Case : CMI

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

Bear Case : JBTM

The primary concerns for JBTM are Piotroski F-Score, Return on Equity, Profit Margin.

Key Dynamics to Monitor

CMI profiles as a value stock while JBTM is a hypergrowth play — different risk/reward profiles.

CMI carries more volatility with a beta of 1.13 — expect wider price swings.

JBTM is growing revenue faster at 115.6% — sustainability is the question.

CMI generates stronger free cash flow (990M), providing more financial flexibility.

Bottom Line

CMI scores higher overall (61/100 vs 57/100). 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.

JBTMarel Corp

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

JBT Marel Corporation provides technology solutions to food and beverage industry in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company is headquartered in Chicago, Illinois.

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