Cummins Inc (CMI)vsKimball Electronics (KE)
CMI
Cummins Inc
$682.88
-4.59%
INDUSTRIALS · Cap: $90.90B
KE
Kimball Electronics
$25.95
+3.14%
INDUSTRIALS · Cap: $660.79M
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 2203% more annual revenue ($33.67B vs $1.46B). CMI leads profitability with a 8.4% profit margin vs 1.6%. KE appears more attractively valued with a PEG of 1.11. CMI earns a higher WallStSmart Score of 59/100 (C).
CMI
Buy59
out of 100
Grade: C
KE
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-60.5%
Fair Value
$373.25
Current Price
$682.88
$309.63 premium
Margin of Safety
+59.8%
Fair Value
$60.55
Current Price
$25.95
$34.60 discount
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
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Moderate valuation
Smaller company, higher risk/reward
ROE of 4.3% — below average capital efficiency
1.6% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : KE
The strongest argument for KE centers on Price/Book, Altman Z-Score, Debt/Equity. PEG of 1.11 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 : KE
The primary concerns for KE are P/E Ratio, Market Cap, Return on Equity. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
KE carries more volatility with a beta of 1.25 — expect wider price swings.
CMI is growing revenue faster at 1.1% — 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
CMI scores higher overall (59/100 vs 50/100). KE offers better value entry with a 59.8% margin of safety. 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.
Kimball Electronics
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Kimball Electronics, Inc. provides electronic contract manufacturing services and diversified manufacturing services to clients in the automotive, medical, industrial and public safety end markets. The company is headquartered in Jasper, Indiana.
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