Cummins Inc (CMI)vsDonaldson Company Inc (DCI)
CMI
Cummins Inc
$556.75
+1.22%
INDUSTRIALS · Cap: $76.64B
DCI
Donaldson Company Inc
$89.25
+1.21%
INDUSTRIALS · Cap: $10.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 793% more annual revenue ($34.71B vs $3.89B). DCI leads profitability with a 11.7% profit margin vs 7.8%. CMI appears more attractively valued with a PEG of 1.11. DCI earns a higher WallStSmart Score of 62/100 (C+).
CMI
Buy55
out of 100
Grade: C
DCI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CMI.
Margin of Safety
-68.1%
Fair Value
$65.77
Current Price
$89.25
$23.48 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Generating 1.3B in free cash flow
Every $100 of equity generates 24 in profit
Areas to Watch
Moderate valuation
4.7% earnings growth
7.8% margin — thin
Expensive relative to growth rate
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, Free Cash Flow. PEG of 1.11 suggests the stock is reasonably priced for its growth.
Bull Case : DCI
The strongest argument for DCI centers on Return on Equity.
Bear Case : CMI
The primary concerns for CMI are P/E Ratio, EPS Growth, Profit Margin.
Bear Case : DCI
The primary concerns for DCI are PEG Ratio, Piotroski F-Score.
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
DCI scores higher overall (62/100 vs 55/100). 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.
Donaldson Company Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company is headquartered in Bloomington, Minnesota.
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