WallStSmart

Cummins Inc (CMI)vsMiddleby Corp (MIDD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Cummins Inc generates 952% more annual revenue ($33.67B vs $3.20B). CMI leads profitability with a 8.4% profit margin vs -8.7%. CMI appears more attractively valued with a PEG of 1.47. CMI earns a higher WallStSmart Score of 61/100 (C+).

CMI

Buy

61

out of 100

Grade: C+

Growth: 8.7Profit: 6.5Value: 10.0Quality: 6.8
Piotroski: 6/9Altman Z: 2.91

MIDD

Hold

45

out of 100

Grade: D

Growth: 2.0Profit: 5.5Value: 7.3Quality: 8.0
Piotroski: 4/9Altman Z: 2.38
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CMIUndervalued (+37.5%)

Margin of Safety

+37.5%

Fair Value

$958.93

Current Price

$533.54

$425.39 discount

UndervaluedFair: $958.93Overvalued
MIDDSignificantly Overvalued (-252.9%)

Margin of Safety

-252.9%

Fair Value

$46.44

Current Price

$135.81

$89.37 premium

UndervaluedFair: $46.44Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMI4 strengths · Avg: 9.0/10
Revenue GrowthGrowth
110.0%10/10

Revenue surging 110.0% year-over-year

Market CapQuality
$73.72B9/10

Large-cap with strong market position

Return on EquityProfitability
23.9%9/10

Every $100 of equity generates 24 in profit

EPS GrowthGrowth
41.4%8/10

Earnings expanding 41.4% YoY

MIDD1 strengths · Avg: 8.0/10
Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Areas to Watch

CMI1 concerns · Avg: 4.0/10
P/E RatioValuation
26.0x4/10

Moderate valuation

MIDD4 concerns · Avg: 2.3/10
PEG RatioValuation
1.514/10

Expensive relative to growth rate

Revenue GrowthGrowth
-14.5%2/10

Revenue declined 14.5%

EPS GrowthGrowth
-64.2%2/10

Earnings declined 64.2%

Profit MarginProfitability
-8.7%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : CMI

The strongest argument for CMI centers on Revenue Growth, Market Cap, Return on Equity. Revenue growth of 110.0% demonstrates continued momentum. PEG of 1.47 suggests the stock is reasonably priced for its growth.

Bull Case : MIDD

The strongest argument for MIDD centers on Price/Book.

Bear Case : CMI

The primary concerns for CMI are P/E Ratio.

Bear Case : MIDD

The primary concerns for MIDD are PEG Ratio, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

CMI profiles as a hypergrowth stock while MIDD is a turnaround play — different risk/reward profiles.

MIDD carries more volatility with a beta of 1.34 — expect wider price swings.

CMI is growing revenue faster at 110.0% — sustainability is the question.

CMI generates stronger free cash flow (990M), providing more financial flexibility.

Bottom Line

CMI scores higher overall (61/100 vs 45/100) and 110.0% 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.

Middleby Corp

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Middleby Corporation designs, manufactures, markets, distributes and services a variety of residential kitchen, food processing and foodservice equipment in the United States, Canada, Asia, Europe, the Middle East and Latin America. The company is headquartered in Elgin, Illinois.

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