Cummins Inc (CMI)vsWillscot Mobile Mini Holdings Corp A (WSC)
CMI
Cummins Inc
$638.95
-0.54%
INDUSTRIALS · Cap: $88.34B
WSC
Willscot Mobile Mini Holdings Corp A
$22.06
-3.58%
INDUSTRIALS · Cap: $3.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 1376% more annual revenue ($33.67B vs $2.28B). CMI leads profitability with a 8.4% profit margin vs -2.3%. WSC appears more attractively valued with a PEG of 1.50. CMI earns a higher WallStSmart Score of 59/100 (C).
CMI
Buy59
out of 100
Grade: C
WSC
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-61.7%
Fair Value
$370.38
Current Price
$638.95
$268.57 premium
Margin of Safety
+43.8%
Fair Value
$38.92
Current Price
$22.06
$16.86 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
Strong operational efficiency at 27.7%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Weak financial health signals
ROE of -5.7% — below average capital efficiency
Revenue declined 6.1%
Earnings declined 20.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : WSC
The strongest argument for WSC centers on Operating Margin.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : WSC
The primary concerns for WSC are Piotroski F-Score, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
CMI profiles as a value stock while WSC is a turnaround play — different risk/reward profiles.
WSC carries more volatility with a beta of 1.16 — expect wider price swings.
CMI is growing revenue faster at 1.1% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Bottom Line
CMI scores higher overall (59/100 vs 42/100). WSC offers better value entry with a 43.8% margin of safety. 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.
Willscot Mobile Mini Holdings Corp A
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
WillScot Mobile Mini Holdings Corp. The company is headquartered in Phoenix, Arizona.
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