WallStSmart

Cummins Inc (CMI)vsL3Harris Technologies Inc (LHX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Cummins Inc generates 164% more annual revenue ($33.89B vs $12.86B). LHX leads profitability with a 10.4% profit margin vs 7.9%. CMI appears more attractively valued with a PEG of 1.58. LHX earns a higher WallStSmart Score of 54/100 (C-).

CMI

Hold

47

out of 100

Grade: D+

Growth: 4.0Profit: 6.0Value: 4.3Quality: 6.5
Piotroski: 4/9Altman Z: 2.99

LHX

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 6.0Value: 4.3Quality: 6.5
Piotroski: 6/9Altman Z: 1.46

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMI2 strengths · Avg: 9.0/10
Market CapQuality
$92.82B9/10

Large-cap with strong market position

Return on EquityProfitability
21.6%9/10

Every $100 of equity generates 22 in profit

LHX4 strengths · Avg: 9.0/10
Revenue GrowthGrowth
190.0%10/10

Revenue surging 190.0% year-over-year

Market CapQuality
$57.40B9/10

Large-cap with strong market position

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

Areas to Watch

CMI4 concerns · Avg: 3.8/10
PEG RatioValuation
1.584/10

Expensive relative to growth rate

P/E RatioValuation
35.0x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

Profit MarginProfitability
7.9%3/10

7.9% margin — thin

LHX4 concerns · Avg: 3.0/10
PEG RatioValuation
1.754/10

Expensive relative to growth rate

P/E RatioValuation
33.5x4/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-6.1%2/10

Earnings declined 6.1%

Free Cash FlowQuality
$-194.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : CMI

The strongest argument for CMI centers on Market Cap, Return on Equity.

Bull Case : LHX

The strongest argument for LHX centers on Revenue Growth, Market Cap, Debt/Equity. Revenue growth of 190.0% demonstrates continued momentum.

Bear Case : CMI

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

Bear Case : LHX

The primary concerns for LHX are PEG Ratio, P/E Ratio, EPS Growth.

Key Dynamics to Monitor

CMI profiles as a value stock while LHX is a growth play — different risk/reward profiles.

CMI carries more volatility with a beta of 1.27 — expect wider price swings.

LHX is growing revenue faster at 190.0% — sustainability is the question.

CMI generates stronger free cash flow (120M), providing more financial flexibility.

Bottom Line

LHX scores higher overall (54/100 vs 47/100) and 190.0% revenue growth. 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.

L3Harris Technologies Inc

INDUSTRIALS · AEROSPACE & DEFENSE · USA

L3Harris Technologies (L3Harris) is an American technology company, defense contractor and information technology services provider that produces C6ISR systems and products, wireless equipment, tactical radios, avionics and electronic systems, night vision equipment, and both terrestrial and spaceborne antennas for use in the government, defense, and commercial sectors.

Want to dig deeper into these stocks?