Cummins Inc (CMI)vsMYR Group Inc (MYRG)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
MYRG
MYR Group Inc
$433.49
+7.08%
INDUSTRIALS · Cap: $5.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 820% more annual revenue ($33.67B vs $3.66B). CMI leads profitability with a 8.4% profit margin vs 3.2%. CMI appears more attractively valued with a PEG of 1.76. CMI earns a higher WallStSmart Score of 59/100 (C).
CMI
Buy59
out of 100
Grade: C
MYRG
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-61.1%
Fair Value
$371.78
Current Price
$671.01
$299.23 premium
Margin of Safety
-38.8%
Fair Value
$195.01
Current Price
$433.49
$238.48 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
Earnings expanding 137.1% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
17.3% revenue growth
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Trading at 10.2x book value
3.2% margin — thin
Operating margin of 4.7%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : MYRG
The strongest argument for MYRG centers on EPS Growth, Altman Z-Score, Debt/Equity. Revenue growth of 17.3% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : MYRG
The primary concerns for MYRG are Price/Book, Profit Margin, Operating Margin. A P/E of 44.7x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
CMI profiles as a value stock while MYRG is a growth play — different risk/reward profiles.
CMI carries more volatility with a beta of 1.14 — expect wider price swings.
MYRG is growing revenue faster at 17.3% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Bottom Line
CMI scores higher overall (59/100 vs 53/100). 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.
MYR Group Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
MYR Group Inc., provides electrical construction services in the United States and Canada. The company is headquartered in Henderson, Colorado.
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