Cummins Inc (CMI)vsLincoln Electric Holdings Inc (LECO)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
LECO
Lincoln Electric Holdings Inc
$257.51
-0.96%
INDUSTRIALS · Cap: $14.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 695% more annual revenue ($33.67B vs $4.23B). LECO leads profitability with a 12.3% profit margin vs 8.4%. LECO appears more attractively valued with a PEG of 1.72. CMI earns a higher WallStSmart Score of 59/100 (C).
CMI
Buy59
out of 100
Grade: C
LECO
Buy56
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
Intrinsic value data unavailable for LECO.
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
Every $100 of equity generates 37 in profit
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Expensive relative to growth rate
Moderate valuation
Trading at 9.6x book value
Earnings declined 0.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : LECO
The strongest argument for LECO centers on Return on Equity, Altman Z-Score.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : LECO
The primary concerns for LECO are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
LECO carries more volatility with a beta of 1.29 — expect wider price swings.
LECO is growing revenue faster at 5.5% — 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
CMI scores higher overall (59/100 vs 56/100). 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.
Lincoln Electric Holdings Inc
INDUSTRIALS · TOOLS & ACCESSORIES · USA
Lincoln Electric Holdings, Inc. designs, develops, manufactures and sells welding, cutting and brazing products worldwide. The company is headquartered in Cleveland, Ohio.
Compare with Other SPECIALTY INDUSTRIAL MACHINERY Stocks
Want to dig deeper into these stocks?