Cummins Inc (CMI)vsInfosys Ltd ADR (INFY)
CMI
Cummins Inc
$679.55
-0.49%
INDUSTRIALS · Cap: $94.23B
INFY
Infosys Ltd ADR
$12.83
+2.07%
TECHNOLOGY · Cap: $50.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 68% more annual revenue ($33.89B vs $20.16B). INFY leads profitability with a 16.4% profit margin vs 7.9%. CMI appears more attractively valued with a PEG of 1.85. INFY earns a higher WallStSmart Score of 58/100 (C).
CMI
Hold47
out of 100
Grade: D+
INFY
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-58.4%
Fair Value
$378.02
Current Price
$679.55
$301.53 premium
Margin of Safety
+85.0%
Fair Value
$104.73
Current Price
$12.83
$91.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Every $100 of equity generates 31 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Strong operational efficiency at 20.9%
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
Trading at 10.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity.
Bull Case : INFY
The strongest argument for INFY centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 16.4% and operating margin at 20.9%.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Price/Book.
Key Dynamics to Monitor
CMI profiles as a value stock while INFY is a mature play — different risk/reward profiles.
CMI carries more volatility with a beta of 1.27 — expect wider price swings.
INFY is growing revenue faster at 6.6% — sustainability is the question.
INFY generates stronger free cash flow (833M), providing more financial flexibility.
Bottom Line
INFY scores higher overall (58/100 vs 47/100), backed by strong 16.4% margins. 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.
Infosys Ltd ADR
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Infosys Limited offers next generation digital consulting, technology, outsourcing and services in North America, Europe, India and internationally. The company is headquartered in Bengaluru, India.
Compare with Other SPECIALTY INDUSTRIAL MACHINERY Stocks
Want to dig deeper into these stocks?