Cummins Inc (CMI)vsSociedad Quimica y Minera de Chile SA ADR B (SQM)
CMI
Cummins Inc
$553.36
-0.25%
INDUSTRIALS · Cap: $76.65B
SQM
Sociedad Quimica y Minera de Chile SA ADR B
$79.16
+2.89%
BASIC MATERIALS · Cap: $21.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 636% more annual revenue ($33.67B vs $4.58B). SQM leads profitability with a 12.9% profit margin vs 8.4%. SQM appears more attractively valued with a PEG of 0.46. SQM earns a higher WallStSmart Score of 66/100 (B-).
CMI
Buy61
out of 100
Grade: C+
SQM
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.7%
Fair Value
$960.80
Current Price
$553.36
$407.44 discount
Margin of Safety
+22.0%
Fair Value
$96.41
Current Price
$79.16
$17.25 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
Growing faster than its price suggests
Earnings expanding 52.3% YoY
Strong operational efficiency at 28.3%
Revenue surging 23.3% year-over-year
Areas to Watch
Moderate valuation
1.1% revenue growth
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, EPS Growth. PEG of 1.47 suggests the stock is reasonably priced for its growth.
Bull Case : SQM
The strongest argument for SQM centers on PEG Ratio, EPS Growth, Operating Margin. Revenue growth of 23.3% demonstrates continued momentum. PEG of 0.46 suggests the stock is reasonably priced for its growth.
Bear Case : CMI
The primary concerns for CMI are P/E Ratio, Revenue Growth.
Bear Case : SQM
The primary concerns for SQM are P/E Ratio.
Key Dynamics to Monitor
CMI profiles as a value stock while SQM is a growth play — different risk/reward profiles.
CMI carries more volatility with a beta of 1.13 — expect wider price swings.
SQM is growing revenue faster at 23.3% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Bottom Line
SQM scores higher overall (66/100 vs 61/100) and 23.3% revenue growth. CMI offers better value entry with a 37.7% margin of safety. Both earn "Strong 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.
Sociedad Quimica y Minera de Chile SA ADR B
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Sociedad Qumica y Minera de Chile SA produces and distributes specialty plant nutrients, iodine and its derivatives, lithium and its derivatives, potassium chloride and sulfate, industrial chemicals and other products and services worldwide. The company is headquartered in Santiago, Chile.
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