ATS Corporation (ATS)vsCummins Inc (CMI)
ATS
ATS Corporation
$21.13
+2.92%
INDUSTRIALS · Cap: $2.64B
CMI
Cummins Inc
$644.26
+0.04%
INDUSTRIALS · Cap: $87.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 1040% more annual revenue ($33.89B vs $2.97B). CMI leads profitability with a 7.9% profit margin vs 2.4%. CMI trades at a lower P/E of 33.0x. ATS earns a higher WallStSmart Score of 57/100 (C).
ATS
Buy57
out of 100
Grade: C
CMI
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-12.3%
Fair Value
$27.39
Current Price
$21.13
$6.26 premium
Intrinsic value data unavailable for CMI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 30.1% year-over-year
Earnings expanding 358.0% YoY
Reasonable price relative to book value
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Areas to Watch
Distress zone — elevated risk
ROE of 4.0% — below average capital efficiency
2.4% margin — thin
Operating margin of 3.1%
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.7% revenue growth
7.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : ATS
The strongest argument for ATS centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 30.1% demonstrates continued momentum.
Bull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity.
Bear Case : ATS
The primary concerns for ATS are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 52.4x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
ATS profiles as a hypergrowth stock while CMI is a value play — different risk/reward profiles.
ATS carries more volatility with a beta of 1.25 — expect wider price swings.
ATS is growing revenue faster at 30.1% — sustainability is the question.
ATS generates stronger free cash flow (124M), providing more financial flexibility.
Bottom Line
ATS scores higher overall (57/100 vs 47/100) and 30.1% revenue growth. 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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