Cummins Inc (CMI)vsPool Corporation (POOL)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
POOL
Pool Corporation
$213.32
+1.77%
INDUSTRIALS · Cap: $7.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 529% more annual revenue ($33.67B vs $5.36B). CMI leads profitability with a 8.4% profit margin vs 7.6%. POOL appears more attractively valued with a PEG of 1.60. CMI earns a higher WallStSmart Score of 59/100 (C).
CMI
Buy59
out of 100
Grade: C
POOL
Buy53
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
-35.5%
Fair Value
$200.33
Current Price
$213.32
$12.99 premium
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
Every $100 of equity generates 34 in profit
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Expensive relative to growth rate
2.1% earnings growth
7.6% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : POOL
The strongest argument for POOL centers on Return on Equity, Debt/Equity.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : POOL
The primary concerns for POOL are PEG Ratio, EPS Growth, Profit Margin.
Key Dynamics to Monitor
POOL carries more volatility with a beta of 1.26 — expect wider price swings.
POOL is growing revenue faster at 6.2% — 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
CMI scores higher overall (59/100 vs 53/100). 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.
Pool Corporation
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Pool Corporation is a major distributor of swimming pool supplies, equipment, and related outdoor products.
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