Cummins Inc (CMI)vsMasco Corporation (MAS)
CMI
Cummins Inc
$638.95
-0.54%
INDUSTRIALS · Cap: $88.34B
MAS
Masco Corporation
$71.26
-4.14%
INDUSTRIALS · Cap: $14.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 338% more annual revenue ($33.67B vs $7.68B). MAS leads profitability with a 10.9% profit margin vs 8.4%. MAS appears more attractively valued with a PEG of 1.67. MAS earns a higher WallStSmart Score of 67/100 (B-).
CMI
Buy59
out of 100
Grade: C
MAS
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-61.7%
Fair Value
$370.38
Current Price
$638.95
$268.57 premium
Intrinsic value data unavailable for MAS.
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 85 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Earnings expanding 20.0% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : MAS
The strongest argument for MAS centers on Return on Equity, Debt/Equity, P/E Ratio.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : MAS
The primary concerns for MAS are PEG Ratio, Free Cash Flow.
Key Dynamics to Monitor
MAS carries more volatility with a beta of 1.29 — expect wider price swings.
MAS is growing revenue faster at 6.5% — 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
MAS scores higher overall (67/100 vs 59/100). Both earn "Strong 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.
Masco Corporation
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Masco Corporation is a manufacturer of products for the home improvement and new home construction markets.
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