Cummins Inc (CMI)vsUL Solutions Inc. (ULS)
CMI
Cummins Inc
$651.22
-3.96%
INDUSTRIALS · Cap: $92.82B
ULS
UL Solutions Inc.
$96.81
-2.41%
INDUSTRIALS · Cap: $19.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 991% more annual revenue ($33.89B vs $3.11B). ULS leads profitability with a 11.3% profit margin vs 7.9%. CMI appears more attractively valued with a PEG of 1.58. ULS earns a higher WallStSmart Score of 62/100 (C+).
CMI
Hold47
out of 100
Grade: D+
ULS
Buy62
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Every $100 of equity generates 26 in profit
Earnings expanding 36.4% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.7% revenue growth
7.9% margin — thin
Expensive relative to growth rate
Trading at 14.8x book value
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.
Bull Case : ULS
The strongest argument for ULS centers on Return on Equity, EPS Growth.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : ULS
The primary concerns for ULS are PEG Ratio, Price/Book, P/E Ratio. A P/E of 57.3x leaves little room for execution misses.
Key Dynamics to Monitor
CMI carries more volatility with a beta of 1.27 — expect wider price swings.
ULS is growing revenue faster at 7.5% — sustainability is the question.
ULS generates stronger free cash flow (150M), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ULS scores higher overall (62/100 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.
UL Solutions Inc.
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
UL Solutions Inc. provides safety science services globally. The company is headquartered in Northbrook, Illinois with additional offices in North America, Asia Pacific, Africa, Europe, Latin America, and Middle East.
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