WallStSmart

Cummins Inc (CMI)vsPrimech Holdings Ltd. Ordinary Shares (PMEC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Cummins Inc generates 44517% more annual revenue ($33.67B vs $75.47M). CMI leads profitability with a 8.4% profit margin vs -2.1%. CMI earns a higher WallStSmart Score of 59/100 (C).

CMI

Buy

59

out of 100

Grade: C

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

PMEC

Avoid

30

out of 100

Grade: F

Growth: 5.3Profit: 2.0Value: 6.7Quality: 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
PMECUndervalued (+84.2%)

Margin of Safety

+84.2%

Fair Value

$4.81

Current Price

$0.59

$4.22 discount

UndervaluedFair: $4.81Overvalued

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

PMEC1 strengths · Avg: 8.0/10
Price/BookValuation
1.6x8/10

Reasonable price relative to book value

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

PMEC4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.0%4/10

3.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$22.66M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-12.6%2/10

ROE of -12.6% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : CMI

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

Bull Case : PMEC

The strongest argument for PMEC centers on Price/Book.

Bear Case : CMI

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

Bear Case : PMEC

The primary concerns for PMEC are Revenue Growth, EPS Growth, Market Cap.

Key Dynamics to Monitor

CMI profiles as a value stock while PMEC is a turnaround play — different risk/reward profiles.

PMEC carries more volatility with a beta of 1.29 — expect wider price swings.

PMEC is growing revenue faster at 3.0% — sustainability is the question.

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

Bottom Line

CMI scores higher overall (59/100 vs 30/100). PMEC offers better value entry with a 84.2% margin of safety. Both earn "Buy" and "Avoid" 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.

Primech Holdings Ltd. Ordinary Shares

INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA

Primech Holdings Ltd. (PMEC) is a leading entity within the engineering and technical services sectors, specializing in energy and infrastructure development. The company is dedicated to providing innovative solutions and establishing strategic partnerships to address the evolving needs of its diverse clientele. Committed to sustainability and operational excellence, Primech enhances project efficiency and reliability, positioning itself for sustained growth. By leveraging advanced technologies, PMEC seeks to strengthen its market presence and deliver significant value in a competitive landscape, ensuring long-term success and shareholder satisfaction.

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