Cummins Inc (CMI)vsNordson Corporation (NDSN)
CMI
Cummins Inc
$651.22
-3.96%
INDUSTRIALS · Cap: $92.82B
NDSN
Nordson Corporation
$282.73
-1.31%
INDUSTRIALS · Cap: $16.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 1067% more annual revenue ($33.89B vs $2.90B). NDSN leads profitability with a 18.2% profit margin vs 7.9%. CMI appears more attractively valued with a PEG of 1.58. NDSN earns a higher WallStSmart Score of 59/100 (C).
CMI
Hold47
out of 100
Grade: D+
NDSN
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CMI.
Margin of Safety
-88.8%
Fair Value
$155.94
Current Price
$282.73
$126.79 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Strong operational efficiency at 23.5%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.7% revenue growth
7.9% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity.
Bull Case : NDSN
The strongest argument for NDSN centers on Operating Margin. Profitability is solid with margins at 18.2% and operating margin at 23.5%.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : NDSN
The primary concerns for NDSN are PEG Ratio, P/E Ratio.
Key Dynamics to Monitor
CMI profiles as a value stock while NDSN is a mature play — different risk/reward profiles.
CMI carries more volatility with a beta of 1.27 — expect wider price swings.
NDSN is growing revenue faster at 8.5% — sustainability is the question.
NDSN generates stronger free cash flow (175M), providing more financial flexibility.
Bottom Line
NDSN scores higher overall (59/100 vs 47/100), backed by strong 18.2% margins. 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.
Nordson Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Nordson Corporation designs, manufactures, and markets products and systems for dispensing, applying, and controlling adhesives, coatings, polymers, sealants, biomaterials, and other fluids globally. The company is headquartered in Westlake, Ohio.
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