Cummins Inc (CMI)vsSiteOne Landscape Supply Inc (SITE)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
SITE
SiteOne Landscape Supply Inc
$126.05
+4.20%
INDUSTRIALS · Cap: $5.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 616% more annual revenue ($33.67B vs $4.70B). CMI leads profitability with a 8.4% profit margin vs 3.2%. CMI appears more attractively valued with a PEG of 1.76. CMI earns a higher WallStSmart Score of 59/100 (C).
CMI
Buy59
out of 100
Grade: C
SITE
Hold49
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
Margin of Safety
+19.5%
Fair Value
$202.78
Current Price
$126.05
$76.73 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
Safe zone — low bankruptcy risk
Earnings expanding 35.1% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Premium valuation, high expectations priced in
3.2% revenue growth
3.2% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : SITE
The strongest argument for SITE centers on Altman Z-Score, EPS Growth.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : SITE
The primary concerns for SITE are P/E Ratio, Revenue Growth, Profit Margin. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
SITE carries more volatility with a beta of 1.57 — expect wider price swings.
SITE is growing revenue faster at 3.2% — 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 49/100). SITE offers better value entry with a 19.5% margin of safety. 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.
SiteOne Landscape Supply Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
SiteOne Landscape Supply, Inc. is engaged in the wholesale distribution of garden supplies in the United States and Canada. The company is headquartered in Roswell, Georgia.
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