Cummins Inc (CMI)vsPitney Bowes Inc (PBI)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
PBI
Pitney Bowes Inc
$15.75
-0.44%
INDUSTRIALS · Cap: $2.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 1679% more annual revenue ($33.67B vs $1.89B). CMI leads profitability with a 8.4% profit margin vs 7.7%. PBI appears more attractively valued with a PEG of 0.67. PBI earns a higher WallStSmart Score of 62/100 (C+).
CMI
Buy59
out of 100
Grade: C
PBI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-61.7%
Fair Value
$370.38
Current Price
$671.01
$300.63 premium
Margin of Safety
+22.8%
Fair Value
$13.40
Current Price
$15.75
$2.35 discount
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 461.4% YoY
Growing faster than its price suggests
Strong operational efficiency at 24.4%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
7.7% margin — thin
Revenue declined 7.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : PBI
The strongest argument for PBI centers on EPS Growth, PEG Ratio, Operating Margin. PEG of 0.67 suggests the stock is reasonably priced for its growth.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : PBI
The primary concerns for PBI are Profit Margin, Revenue Growth.
Key Dynamics to Monitor
PBI carries more volatility with a beta of 1.38 — expect wider price swings.
CMI is growing revenue faster at 1.1% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PBI scores higher overall (62/100 vs 59/100). 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.
Pitney Bowes Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Pitney Bowes Inc., a technology company, offers business solutions in the United States and internationally. The company is headquartered in Stamford, Connecticut.
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