Cummins Inc (CMI)vsCSW Industrials, Inc. (CSW)
CMI
Cummins Inc
$651.22
-3.96%
INDUSTRIALS · Cap: $92.82B
CSW
CSW Industrials, Inc.
$266.37
-1.24%
INDUSTRIALS · Cap: $4.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 3031% more annual revenue ($33.89B vs $1.08B). CSW leads profitability with a 10.3% profit margin vs 7.9%. CMI appears more attractively valued with a PEG of 1.58. CSW earns a higher WallStSmart Score of 54/100 (C-).
CMI
Hold47
out of 100
Grade: D+
CSW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CMI.
Margin of Safety
-86.3%
Fair Value
$172.86
Current Price
$266.37
$93.51 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Revenue surging 34.0% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.7% revenue growth
7.9% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 41.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity.
Bull Case : CSW
The strongest argument for CSW centers on Revenue Growth. Revenue growth of 34.0% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : CSW
The primary concerns for CSW are Piotroski F-Score, PEG Ratio, P/E Ratio. A P/E of 40.7x leaves little room for execution misses.
Key Dynamics to Monitor
CMI profiles as a value stock while CSW is a growth play — different risk/reward profiles.
CMI carries more volatility with a beta of 1.27 — expect wider price swings.
CSW is growing revenue faster at 34.0% — sustainability is the question.
CMI generates stronger free cash flow (120M), providing more financial flexibility.
Bottom Line
CSW scores higher overall (54/100 vs 47/100) and 34.0% 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.
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.
CSW Industrials, Inc.
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
CSW Industrials, Inc. provides various industrial products in the United States and internationally. The company is headquartered in Dallas, Texas.
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