Cummins Inc (CMI)vsGE Vernova LLC (GEV)
CMI
Cummins Inc
$635.96
-1.99%
INDUSTRIALS · Cap: $91.18B
GEV
GE Vernova LLC
$1,007.47
+1.73%
INDUSTRIALS · Cap: $263.75B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 22% more annual revenue ($41.37B vs $33.89B). GEV leads profitability with a 23.0% profit margin vs 7.9%. CMI appears more attractively valued with a PEG of 1.57. GEV earns a higher WallStSmart Score of 69/100 (B-).
CMI
Hold47
out of 100
Grade: D+
GEV
Strong Buy69
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Mega-cap, among the largest globally
Every $100 of equity generates 80 in profit
Keeps 23 of every $100 in revenue as profit
Revenue surging 21.9% year-over-year
Earnings expanding 32.8% YoY
Generating 5.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.7% revenue growth
7.9% margin — thin
Expensive relative to growth rate
Moderate valuation
Trading at 22.4x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity.
Bull Case : GEV
The strongest argument for GEV centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 23.0% and operating margin at 7.5%. Revenue growth of 21.9% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : GEV
The primary concerns for GEV are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
CMI profiles as a value stock while GEV is a growth play — different risk/reward profiles.
CMI carries more volatility with a beta of 1.22 — expect wider price swings.
GEV is growing revenue faster at 21.9% — sustainability is the question.
GEV generates stronger free cash flow (5.1B), providing more financial flexibility.
Bottom Line
GEV scores higher overall (69/100 vs 47/100), backed by strong 23.0% margins and 21.9% revenue growth. Both earn "Strong 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.
GE Vernova LLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
GE Vernova LLC, an energy business company, generates electricity.
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