Cummins Inc (CMI)vsRentokil Initial PLC (RTO)
CMI
Cummins Inc
$679.55
-0.49%
INDUSTRIALS · Cap: $94.23B
RTO
Rentokil Initial PLC
$33.65
-1.61%
INDUSTRIALS · Cap: $16.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 391% more annual revenue ($33.89B vs $6.91B). CMI leads profitability with a 7.9% profit margin vs 6.8%. RTO appears more attractively valued with a PEG of 0.99. RTO earns a higher WallStSmart Score of 57/100 (C).
CMI
Hold47
out of 100
Grade: D+
RTO
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-59.1%
Fair Value
$376.46
Current Price
$679.55
$303.09 premium
Margin of Safety
-6.2%
Fair Value
$30.60
Current Price
$33.65
$3.05 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
Earnings expanding 95.2% YoY
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.7% revenue growth
7.9% margin — thin
ROE of 5.4% — below average capital efficiency
6.8% margin — thin
Elevated debt levels
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 : RTO
The strongest argument for RTO centers on EPS Growth, PEG Ratio. PEG of 0.99 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 : RTO
The primary concerns for RTO are Return on Equity, Profit Margin, Debt/Equity. A P/E of 59.0x leaves little room for execution misses.
Key Dynamics to Monitor
CMI carries more volatility with a beta of 1.27 — expect wider price swings.
RTO is growing revenue faster at 5.8% — sustainability is the question.
RTO generates stronger free cash flow (401M), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RTO scores higher overall (57/100 vs 47/100). 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.
Rentokil Initial PLC
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Rentokil Initial plc offers route-based services in North America, the UK, the rest of Europe, Asia, the Pacific and internationally. The company is headquartered in Crawley, the United Kingdom.
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