WallStSmart

Cummins Inc (CMI)vsPark Ohio Holdings Corp (PKOH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Cummins Inc generates 1998% more annual revenue ($34.71B vs $1.65B). CMI leads profitability with a 7.8% profit margin vs 1.6%. PKOH appears more attractively valued with a PEG of 1.05. PKOH earns a higher WallStSmart Score of 63/100 (C+).

CMI

Buy

55

out of 100

Grade: C

Growth: 5.3Profit: 6.0Value: 5.7Quality: 6.5
Piotroski: 4/9Altman Z: 2.99

PKOH

Buy

63

out of 100

Grade: C+

Growth: 6.7Profit: 5.0Value: 5.7Quality: 6.0
Piotroski: 2/9Altman Z: 2.20

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMI3 strengths · Avg: 8.7/10
Market CapQuality
$76.64B9/10

Large-cap with strong market position

Return on EquityProfitability
21.1%9/10

Every $100 of equity generates 21 in profit

Free Cash FlowQuality
$1.25B8/10

Generating 1.3B in free cash flow

PKOH2 strengths · Avg: 8.0/10
Price/BookValuation
1.7x8/10

Reasonable price relative to book value

EPS GrowthGrowth
30.2%8/10

Earnings expanding 30.2% YoY

Areas to Watch

CMI3 concerns · Avg: 3.7/10
P/E RatioValuation
28.1x4/10

Moderate valuation

EPS GrowthGrowth
4.7%4/10

4.7% earnings growth

Profit MarginProfitability
7.8%3/10

7.8% margin — thin

PKOH4 concerns · Avg: 3.0/10
Market CapQuality
$673.50M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Profit MarginProfitability
1.6%3/10

1.6% margin — thin

Debt/EquityHealth
1.803/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : CMI

The strongest argument for CMI centers on Market Cap, Return on Equity, Free Cash Flow. PEG of 1.11 suggests the stock is reasonably priced for its growth.

Bull Case : PKOH

The strongest argument for PKOH centers on Price/Book, EPS Growth. PEG of 1.05 suggests the stock is reasonably priced for its growth.

Bear Case : CMI

The primary concerns for CMI are P/E Ratio, EPS Growth, Profit Margin.

Bear Case : PKOH

The primary concerns for PKOH are Market Cap, Return on Equity, Profit Margin. Debt-to-equity of 1.80 is elevated, increasing financial risk. Thin 1.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

CMI carries more volatility with a beta of 1.23 — expect wider price swings.

PKOH is growing revenue faster at 10.0% — sustainability is the question.

CMI generates stronger free cash flow (1.3B), providing more financial flexibility.

Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PKOH scores higher overall (63/100 vs 55/100). 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.

Park Ohio Holdings Corp

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Park-Ohio Holdings Corp. The company is headquartered in Cleveland, Ohio.

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