WallStSmart

Cummins Inc (CMI)vsTrane Technologies plc (TT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Cummins Inc generates 57% more annual revenue ($33.89B vs $21.60B). TT leads profitability with a 13.4% profit margin vs 7.9%. CMI appears more attractively valued with a PEG of 1.58. TT earns a higher WallStSmart Score of 54/100 (C-).

CMI

Hold

47

out of 100

Grade: D+

Growth: 4.0Profit: 6.0Value: 4.3Quality: 6.5
Piotroski: 4/9Altman Z: 2.99

TT

Buy

54

out of 100

Grade: C-

Growth: 5.3Profit: 8.0Value: 4.3Quality: 6.5
Piotroski: 7/9Altman Z: 2.77

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMI2 strengths · Avg: 9.0/10
Market CapQuality
$92.82B9/10

Large-cap with strong market position

Return on EquityProfitability
21.6%9/10

Every $100 of equity generates 22 in profit

TT2 strengths · Avg: 9.5/10
Return on EquityProfitability
33.6%10/10

Every $100 of equity generates 34 in profit

Market CapQuality
$101.45B9/10

Large-cap with strong market position

Areas to Watch

CMI4 concerns · Avg: 3.8/10
PEG RatioValuation
1.584/10

Expensive relative to growth rate

P/E RatioValuation
35.0x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

Profit MarginProfitability
7.9%3/10

7.9% margin — thin

TT4 concerns · Avg: 3.5/10
PEG RatioValuation
1.914/10

Expensive relative to growth rate

P/E RatioValuation
35.0x4/10

Premium valuation, high expectations priced in

Price/BookValuation
12.0x4/10

Trading at 12.0x book value

EPS GrowthGrowth
-2.1%2/10

Earnings declined 2.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : CMI

The strongest argument for CMI centers on Market Cap, Return on Equity.

Bull Case : TT

The strongest argument for TT centers on Return on Equity, Market Cap.

Bear Case : CMI

The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.

Bear Case : TT

The primary concerns for TT are PEG Ratio, P/E Ratio, Price/Book.

Key Dynamics to Monitor

CMI carries more volatility with a beta of 1.27 — expect wider price swings.

TT is growing revenue faster at 6.0% — sustainability is the question.

TT generates stronger free cash flow (542M), providing more financial flexibility.

Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

TT scores higher overall (54/100 vs 47/100). 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.

Trane Technologies plc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Trane Technologies plc is an American Irish domiciled diversified industrial manufacturing company. It is headquartered near Dublin, Ireland.

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