Cummins Inc (CMI)vsLuxfer Holdings PLC (LXFR)
CMI
Cummins Inc
$553.36
-0.25%
INDUSTRIALS · Cap: $76.65B
LXFR
Luxfer Holdings PLC
$12.69
+2.67%
INDUSTRIALS · Cap: $323.87M
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 8655% more annual revenue ($33.67B vs $384.60M). CMI leads profitability with a 8.4% profit margin vs 2.0%. LXFR appears more attractively valued with a PEG of 1.47. CMI earns a higher WallStSmart Score of 61/100 (C+).
CMI
Buy61
out of 100
Grade: C+
LXFR
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.7%
Fair Value
$960.80
Current Price
$553.36
$407.44 discount
Margin of Safety
-377.6%
Fair Value
$3.26
Current Price
$12.69
$9.43 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
Reasonable price relative to book value
Areas to Watch
Moderate valuation
1.1% revenue growth
Moderate valuation
Smaller company, higher risk/reward
ROE of 5.9% — below average capital efficiency
2.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth. PEG of 1.47 suggests the stock is reasonably priced for its growth.
Bull Case : LXFR
The strongest argument for LXFR centers on Price/Book. PEG of 1.47 suggests the stock is reasonably priced for its growth.
Bear Case : CMI
The primary concerns for CMI are P/E Ratio, Revenue Growth.
Bear Case : LXFR
The primary concerns for LXFR are P/E Ratio, Market Cap, Return on Equity. Thin 2.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
CMI carries more volatility with a beta of 1.13 — expect wider price swings.
CMI is growing revenue faster at 1.1% — 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 (61/100 vs 49/100). 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.
Luxfer Holdings PLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Luxfer Holdings PLC designs, manufactures and supplies high performance high pressure gas containment materials, components and devices for defense and emergency response, healthcare, transportation and general industrial end market applications. The company is headquartered in Manchester, the United Kingdom.
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