WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Cummins Inc generates 1999% more annual revenue ($33.89B vs $1.61B). CMI leads profitability with a 7.9% profit margin vs 1.5%. PKOH appears more attractively valued with a PEG of 1.09. PKOH earns a higher WallStSmart Score of 49/100 (D+).

CMI

Hold

47

out of 100

Grade: D+

Growth: 4.0Profit: 6.0Value: 4.3Quality: 6.5
Piotroski: 4/9Altman Z: 2.99

PKOH

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 5.0Value: 5.7Quality: 6.0
Piotroski: 2/9Altman Z: 2.23

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMI2 strengths · Avg: 9.0/10
Market CapQuality
$92.82B9/10

Large-cap with strong market position

Return on EquityProfitability
21.6%9/10

Every $100 of equity generates 22 in profit

PKOH1 strengths · Avg: 10.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Areas to Watch

CMI4 concerns · Avg: 3.8/10
PEG RatioValuation
1.584/10

Expensive relative to growth rate

P/E RatioValuation
35.0x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

Profit MarginProfitability
7.9%3/10

7.9% margin — thin

PKOH4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.8%4/10

3.8% revenue growth

Market CapQuality
$482.63M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.5%3/10

ROE of 6.5% — below average capital efficiency

Profit MarginProfitability
1.5%3/10

1.5% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : CMI

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

Bull Case : PKOH

The strongest argument for PKOH centers on Price/Book. PEG of 1.09 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 : PKOH

The primary concerns for PKOH are Revenue Growth, Market Cap, Return on Equity. Debt-to-equity of 1.82 is elevated, increasing financial risk. Thin 1.5% margins leave little buffer for downturns.

Key Dynamics to Monitor

CMI carries more volatility with a beta of 1.27 — expect wider price swings.

PKOH is growing revenue faster at 3.8% — sustainability is the question.

CMI generates stronger free cash flow (120M), providing more financial flexibility.

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

Bottom Line

PKOH scores higher overall (49/100 vs 47/100). Both earn "Hold" 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.

Park Ohio Holdings Corp

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

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

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