WallStSmart

Cummins Inc (CMI)vsnVent Electric PLC (NVT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Cummins Inc generates 765% more annual revenue ($33.67B vs $3.89B). NVT leads profitability with a 18.2% profit margin vs 8.4%. CMI appears more attractively valued with a PEG of 1.76. NVT earns a higher WallStSmart Score of 67/100 (B-).

CMI

Buy

59

out of 100

Grade: C

Growth: 6.7Profit: 6.5Value: 3.3Quality: 6.8
Piotroski: 6/9Altman Z: 2.91

NVT

Strong Buy

67

out of 100

Grade: B-

Growth: 9.3Profit: 7.0Value: 3.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CMISignificantly Overvalued (-61.7%)

Margin of Safety

-61.7%

Fair Value

$370.38

Current Price

$671.01

$300.63 premium

UndervaluedFair: $370.38Overvalued

Intrinsic value data unavailable for NVT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMI3 strengths · Avg: 8.7/10
Market CapQuality
$88.34B9/10

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

NVT2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
41.8%10/10

Revenue surging 41.8% year-over-year

EPS GrowthGrowth
1112.0%10/10

Earnings expanding 1112.0% YoY

Areas to Watch

CMI3 concerns · Avg: 4.0/10
PEG RatioValuation
1.764/10

Expensive relative to growth rate

P/E RatioValuation
31.1x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
1.1%4/10

1.1% revenue growth

NVT2 concerns · Avg: 3.0/10
PEG RatioValuation
1.874/10

Expensive relative to growth rate

P/E RatioValuation
52.8x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : CMI

The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.

Bull Case : NVT

The strongest argument for NVT centers on Revenue Growth, EPS Growth. Profitability is solid with margins at 18.2% and operating margin at 16.2%. Revenue growth of 41.8% demonstrates continued momentum.

Bear Case : CMI

The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.

Bear Case : NVT

The primary concerns for NVT are PEG Ratio, P/E Ratio. A P/E of 52.8x leaves little room for execution misses.

Key Dynamics to Monitor

CMI profiles as a value stock while NVT is a growth play — different risk/reward profiles.

NVT carries more volatility with a beta of 1.28 — expect wider price swings.

NVT is growing revenue faster at 41.8% — sustainability is the question.

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

Bottom Line

NVT scores higher overall (67/100 vs 59/100), backed by strong 18.2% margins and 41.8% revenue growth. 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.

nVent Electric PLC

INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA

nVent Electric plc designs, manufactures, markets, installs and services electrical connection and protection products in the United States, Canada, Western and Eastern Europe included in the European Union, China, Eastern Europe not included in the European Union, America Latin, Middle East, Southeast Asia, Australia and Japan. The company is headquartered in London, the United Kingdom.

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