Cummins Inc (CMI)vsLimbach Holdings Inc (LMB)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
LMB
Limbach Holdings Inc
$99.77
+9.19%
INDUSTRIALS · Cap: $1.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 5106% more annual revenue ($33.67B vs $646.80M). CMI leads profitability with a 8.4% profit margin vs 6.0%. CMI appears more attractively valued with a PEG of 1.76. LMB earns a higher WallStSmart Score of 61/100 (C+).
CMI
Buy59
out of 100
Grade: C
LMB
Buy61
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
-38.0%
Fair Value
$68.57
Current Price
$99.77
$31.20 premium
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
Revenue surging 30.1% year-over-year
Every $100 of equity generates 22 in profit
Earnings expanding 23.9% YoY
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
Smaller company, higher risk/reward
6.0% 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 : LMB
The strongest argument for LMB centers on Revenue Growth, Return on Equity, EPS Growth. Revenue growth of 30.1% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : LMB
The primary concerns for LMB are PEG Ratio, P/E Ratio, Market Cap.
Key Dynamics to Monitor
CMI profiles as a value stock while LMB is a hypergrowth play — different risk/reward profiles.
LMB carries more volatility with a beta of 1.43 — expect wider price swings.
LMB is growing revenue faster at 30.1% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Bottom Line
LMB scores higher overall (61/100 vs 59/100) and 30.1% revenue growth. 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.
Limbach Holdings Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Limbach Holdings, Inc. is an integrated building systems solutions company in the United States. The company is headquartered in Pittsburgh, Pennsylvania.
Compare with Other SPECIALTY INDUSTRIAL MACHINERY Stocks
Want to dig deeper into these stocks?