Cummins Inc (CMI)vsRedwire Corp (RDW)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
RDW
Redwire Corp
$9.19
+6.86%
INDUSTRIALS · Cap: $1.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 9939% more annual revenue ($33.67B vs $335.38M). CMI leads profitability with a 8.4% profit margin vs -67.5%. CMI earns a higher WallStSmart Score of 59/100 (C).
CMI
Buy59
out of 100
Grade: C
RDW
Hold35
out of 100
Grade: F
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
-35.9%
Fair Value
$6.63
Current Price
$9.19
$2.56 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
Revenue surging 56.4% year-over-year
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -41.8% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : RDW
The strongest argument for RDW centers on Revenue Growth, Price/Book. Revenue growth of 56.4% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : RDW
The primary concerns for RDW are EPS Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
CMI profiles as a value stock while RDW is a hypergrowth play — different risk/reward profiles.
RDW carries more volatility with a beta of 2.50 — expect wider price swings.
RDW is growing revenue faster at 56.4% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Bottom Line
CMI scores higher overall (59/100 vs 35/100). 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.
Redwire Corp
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Redwire Corp (RDW) is a leading aerospace company focused on enhancing space infrastructure through innovative systems and services. The firm specializes in delivering essential solutions for next-generation space missions, encompassing satellite components, in-space robotics, and spacecraft operations. With a commitment to quality and cutting-edge technology, Redwire is poised to capitalize on the growing demand for commercial space applications and government contracts. Its experienced leadership team and diverse portfolio reinforce its competitive position within the rapidly evolving aerospace sector.
Visit Website →Compare with Other SPECIALTY INDUSTRIAL MACHINERY Stocks
Want to dig deeper into these stocks?