Cummins Inc (CMI)vsMedline Inc. Class A Common Stock (MDLN)
CMI
Cummins Inc
$679.55
-0.49%
INDUSTRIALS · Cap: $94.23B
MDLN
Medline Inc. Class A Common Stock
$39.52
-5.59%
HEALTHCARE · Cap: $35.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 16% more annual revenue ($33.89B vs $29.14B). CMI leads profitability with a 7.9% profit margin vs 3.3%. CMI trades at a lower P/E of 35.5x. MDLN earns a higher WallStSmart Score of 52/100 (C-).
CMI
Hold47
out of 100
Grade: D+
MDLN
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-59.1%
Fair Value
$376.46
Current Price
$679.55
$303.09 premium
Margin of Safety
+69.5%
Fair Value
$147.84
Current Price
$39.52
$108.32 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Earnings expanding 1258.0% YoY
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.7% revenue growth
7.9% margin — thin
Premium valuation, high expectations priced in
ROE of 6.0% — below average capital efficiency
3.3% margin — thin
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.
Bull Case : MDLN
The strongest argument for MDLN centers on EPS Growth, Price/Book. Revenue growth of 10.7% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : MDLN
The primary concerns for MDLN are P/E Ratio, Return on Equity, Profit Margin. Thin 3.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
MDLN is growing revenue faster at 10.7% — sustainability is the question.
CMI generates stronger free cash flow (120M), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MDLN scores higher overall (52/100 vs 47/100) and 10.7% 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.
Medline Inc. Class A Common Stock
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Medline Inc. manufactures med-surg products serving the hospital, surgery centers, physician offices, post-acute facilities, and nursing home sites of care in the United States and Internationally. The company is headquartered in Northfield, Illinois.
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