Cummins Inc (CMI)vsPreformed Line Products Company (PLPC)
CMI
Cummins Inc
$702.66
+3.40%
INDUSTRIALS · Cap: $94.23B
PLPC
Preformed Line Products Company
$356.98
+3.10%
INDUSTRIALS · Cap: $1.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 4762% more annual revenue ($33.89B vs $697.08M). CMI leads profitability with a 7.9% profit margin vs 4.9%. CMI trades at a lower P/E of 35.5x. CMI earns a higher WallStSmart Score of 47/100 (D+).
CMI
Hold47
out of 100
Grade: D+
PLPC
Hold35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-58.4%
Fair Value
$378.02
Current Price
$702.66
$324.64 premium
Margin of Safety
-69.7%
Fair Value
$164.47
Current Price
$356.98
$192.51 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
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
18.7% revenue growth
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.7% revenue growth
7.9% margin — thin
Smaller company, higher risk/reward
ROE of 7.5% — below average capital efficiency
4.9% margin — thin
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 : PLPC
The strongest argument for PLPC centers on Altman Z-Score, Debt/Equity, Revenue Growth. Revenue growth of 18.7% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : PLPC
The primary concerns for PLPC are Market Cap, Return on Equity, Profit Margin. A P/E of 49.8x leaves little room for execution misses. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
CMI profiles as a value stock while PLPC is a growth play — different risk/reward profiles.
CMI carries more volatility with a beta of 1.27 — expect wider price swings.
PLPC is growing revenue faster at 18.7% — sustainability is the question.
CMI generates stronger free cash flow (120M), providing more financial flexibility.
Bottom Line
CMI scores higher overall (47/100 vs 35/100). 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.
Preformed Line Products Company
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Preformed Line Products Company, designs and manufactures products and systems used in the construction and maintenance of overhead, ground mounted and underground networks for the power, telecommunications, cable operator, information and other industries. The company is headquartered in Mayfield, Ohio.
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