Cummins Inc (CMI)vsKirby Corporation (KEX)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
KEX
Kirby Corporation
$152.59
+1.09%
INDUSTRIALS · Cap: $8.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 901% more annual revenue ($33.67B vs $3.36B). KEX leads profitability with a 10.5% profit margin vs 8.4%. CMI appears more attractively valued with a PEG of 1.76. KEX earns a higher WallStSmart Score of 63/100 (C+).
CMI
Buy59
out of 100
Grade: C
KEX
Buy63
out of 100
Grade: C+
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
+6.5%
Fair Value
$130.77
Current Price
$152.59
$21.82 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
Earnings expanding 128.1% 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
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : KEX
The strongest argument for KEX centers on EPS Growth, Price/Book.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : KEX
The primary concerns for KEX are Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
CMI carries more volatility with a beta of 1.14 — expect wider price swings.
KEX is growing revenue faster at 6.2% — 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
KEX scores higher overall (63/100 vs 59/100). 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.
Kirby Corporation
INDUSTRIALS · MARINE SHIPPING · USA
Kirby Corporation operates domestic tank barges in the United States. The company is headquartered in Houston, Texas.
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