Cummins Inc (CMI)vsWESCO International Inc (WCC)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
WCC
WESCO International Inc
$305.27
-0.38%
INDUSTRIALS · Cap: $14.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 43% more annual revenue ($33.67B vs $23.51B). CMI leads profitability with a 8.4% profit margin vs 2.7%. CMI appears more attractively valued with a PEG of 1.76. WCC earns a higher WallStSmart Score of 59/100 (C).
CMI
Buy59
out of 100
Grade: C
WCC
Buy59
out of 100
Grade: C
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
+74.4%
Fair Value
$1181.71
Current Price
$305.27
$876.44 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
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Expensive relative to growth rate
2.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : WCC
The strongest argument for WCC centers on Price/Book. Revenue growth of 10.3% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : WCC
The primary concerns for WCC are PEG Ratio, Profit Margin. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
WCC carries more volatility with a beta of 1.45 — expect wider price swings.
WCC is growing revenue faster at 10.3% — 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 59/100). WCC offers better value entry with a 74.4% margin of safety. Both earn "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.
WESCO International Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
WESCO International, Inc. provides business-to-business distribution, logistics, and supply chain solutions in the United States, Canada, and internationally. The company is headquartered in Pittsburgh, Pennsylvania.
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