Cummins Inc (CMI)vsShengfeng Development Limited Class A Ordinary Shares (SFWL)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
SFWL
Shengfeng Development Limited Class A Ordinary Shares
$0.90
+0.11%
INDUSTRIALS · Cap: $73.43M
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 5781% more annual revenue ($33.67B vs $572.48M). CMI leads profitability with a 8.4% profit margin vs 2.1%. SFWL trades at a lower P/E of 6.4x. CMI earns a higher WallStSmart Score of 59/100 (C).
CMI
Buy59
out of 100
Grade: C
SFWL
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-61.7%
Fair Value
$370.38
Current Price
$671.01
$300.63 premium
Intrinsic value data unavailable for SFWL.
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
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
3.8% earnings growth
Smaller company, higher risk/reward
2.1% margin — thin
Operating margin of 2.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : SFWL
The strongest argument for SFWL centers on P/E Ratio, Price/Book. Revenue growth of 11.6% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : SFWL
The primary concerns for SFWL are EPS Growth, Market Cap, Profit Margin. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
CMI carries more volatility with a beta of 1.14 — expect wider price swings.
SFWL is growing revenue faster at 11.6% — 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 43/100). 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.
Shengfeng Development Limited Class A Ordinary Shares
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Shengfeng Development Limited, provides contract logistics services in the People's Republic of China. The company is headquartered in Fuzhou, the People's Republic of China.
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