Cummins Inc (CMI)vsRB Global Inc. (RBA)
CMI
Cummins Inc
$651.22
-3.96%
INDUSTRIALS · Cap: $92.82B
RBA
RB Global Inc.
$104.49
-0.99%
INDUSTRIALS · Cap: $20.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 619% more annual revenue ($33.89B vs $4.72B). RBA leads profitability with a 9.6% profit margin vs 7.9%. RBA appears more attractively valued with a PEG of 0.95. RBA earns a higher WallStSmart Score of 61/100 (C+).
CMI
Hold47
out of 100
Grade: D+
RBA
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CMI.
Margin of Safety
+62.9%
Fair Value
$307.09
Current Price
$104.49
$202.60 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Earnings expanding 20.0% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.7% revenue growth
7.9% margin — thin
ROE of 7.4% — below average capital efficiency
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity.
Bull Case : RBA
The strongest argument for RBA centers on PEG Ratio, EPS Growth. Revenue growth of 11.4% demonstrates continued momentum. PEG of 0.95 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 : RBA
The primary concerns for RBA are Return on Equity, P/E Ratio, Altman Z-Score. A P/E of 50.1x leaves little room for execution misses.
Key Dynamics to Monitor
CMI carries more volatility with a beta of 1.27 — expect wider price swings.
RBA is growing revenue faster at 11.4% — sustainability is the question.
RBA generates stronger free cash flow (170M), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RBA scores higher overall (61/100 vs 47/100) and 11.4% revenue growth. Both earn "Buy" 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.
RB Global Inc.
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Ritchie Bros. The company is headquartered in Burnaby, Canada.
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