Cummins Inc (CMI)vsStandardAero, Inc. (SARO)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
SARO
StandardAero, Inc.
$24.86
+1.72%
INDUSTRIALS · Cap: $8.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 455% more annual revenue ($33.67B vs $6.06B). CMI leads profitability with a 8.4% profit margin vs 4.6%. SARO appears more attractively valued with a PEG of 0.70. SARO earns a higher WallStSmart Score of 63/100 (C+).
CMI
Buy59
out of 100
Grade: C
SARO
Buy63
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
+33.1%
Fair Value
$44.65
Current Price
$24.86
$19.79 discount
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
Earnings expanding 234.8% YoY
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Moderate valuation
Distress zone — elevated risk
4.6% 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 : SARO
The strongest argument for SARO centers on EPS Growth, PEG Ratio. Revenue growth of 13.5% demonstrates continued momentum. PEG of 0.70 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 : SARO
The primary concerns for SARO are P/E Ratio, Altman Z-Score, Profit Margin. Thin 4.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
SARO is growing revenue faster at 13.5% — 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
SARO scores higher overall (63/100 vs 59/100) and 13.5% revenue growth. 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.
StandardAero, Inc.
INDUSTRIALS · AEROSPACE & DEFENSE · USA
StandardAero, Inc. provides aerospace engine aftermarket services for fixed and rotary wing aircraft in the United States, Canada, the United Kingdom, Rest of Europe, Asia, and internationally. The company is headquartered in Scottsdale, Arizona.
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