Cummins Inc (CMI)vsTFI International Inc (TFII)
CMI
Cummins Inc
$651.22
-3.96%
INDUSTRIALS · Cap: $92.82B
TFII
TFI International Inc
$159.50
-0.51%
INDUSTRIALS · Cap: $13.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 331% more annual revenue ($33.89B vs $7.87B). CMI leads profitability with a 7.9% profit margin vs 3.8%. CMI trades at a lower P/E of 35.0x. CMI earns a higher WallStSmart Score of 47/100 (D+).
CMI
Hold47
out of 100
Grade: D+
TFII
Avoid35
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 22 in profit
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.7% revenue growth
7.9% margin — thin
3.8% margin — thin
Operating margin of 4.4%
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity.
Bull Case : TFII
TFII has a balanced fundamental profile.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : TFII
The primary concerns for TFII are Profit Margin, Operating Margin, Debt/Equity. A P/E of 44.4x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
TFII carries more volatility with a beta of 1.46 — expect wider price swings.
CMI is growing revenue faster at 2.7% — sustainability is the question.
CMI generates stronger free cash flow (120M), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CMI scores higher overall (47/100 vs 35/100). Both earn "Hold" and "Avoid" 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.
TFI International Inc
INDUSTRIALS · TRUCKING · USA
TFI International Inc. provides transportation and logistics services in the United States, Canada, and Mexico. The company is headquartered in Saint-Laurent, Canada.
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