ATS Corporation (ATS)vsCummins Inc (CMI)
ATS
ATS Corporation
$19.10
+1.11%
INDUSTRIALS · Cap: $1.88B
CMI
Cummins Inc
$525.06
+0.77%
INDUSTRIALS · Cap: $72.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 1085% more annual revenue ($34.71B vs $2.93B). CMI leads profitability with a 7.8% profit margin vs 1.6%. CMI trades at a lower P/E of 26.9x. CMI earns a higher WallStSmart Score of 55/100 (C).
ATS
Hold49
out of 100
Grade: D+
CMI
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-16.5%
Fair Value
$26.41
Current Price
$19.10
$7.31 premium
Intrinsic value data unavailable for CMI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 358.0% YoY
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Generating 1.3B in free cash flow
Areas to Watch
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 4.0% — below average capital efficiency
1.6% margin — thin
Moderate valuation
4.7% earnings growth
7.8% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : ATS
The strongest argument for ATS centers on Price/Book, EPS Growth.
Bull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, Free Cash Flow. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bear Case : ATS
The primary concerns for ATS are Altman Z-Score, Market Cap, Return on Equity. A P/E of 56.2x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Bear Case : CMI
The primary concerns for CMI are P/E Ratio, EPS Growth, Profit Margin.
Key Dynamics to Monitor
CMI carries more volatility with a beta of 1.23 — expect wider price swings.
CMI is growing revenue faster at 9.4% — sustainability is the question.
CMI generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CMI scores higher overall (55/100 vs 49/100). 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.
ATS Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
ATS Corporation is a leading provider of automated manufacturing solutions, specializing in systems integration and advanced automation technologies across a variety of sectors, including automotive, medical devices, and electronics. The company is renowned for its ability to design and deliver tailored manufacturing equipment that boosts productivity and enhances operational efficiency. With a strong global presence and a dedication to innovation and sustainability, ATS is well-positioned to meet the evolving demands of its clients while capitalizing on the rapidly expanding automation market. This unique positioning makes ATS an attractive investment opportunity for institutional investors looking to engage in the future of manufacturing.
Visit Website →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.
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