Cummins Inc (CMI)vsInnovative Solutions and Support (ISSC)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
ISSC
Innovative Solutions and Support
$20.23
+0.80%
INDUSTRIALS · Cap: $372.81M
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 37255% more annual revenue ($33.67B vs $90.14M). ISSC leads profitability with a 21.0% profit margin vs 8.4%. ISSC appears more attractively valued with a PEG of 0.83. ISSC earns a higher WallStSmart Score of 75/100 (B+).
CMI
Buy59
out of 100
Grade: C
ISSC
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-61.7%
Fair Value
$370.38
Current Price
$671.01
$300.63 premium
Margin of Safety
+16.9%
Fair Value
$22.85
Current Price
$20.23
$2.62 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Earnings expanding 41.4% YoY
Every $100 of equity generates 33 in profit
Revenue surging 36.6% year-over-year
Earnings expanding 450.0% YoY
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 28.9%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : ISSC
The strongest argument for ISSC centers on Return on Equity, Revenue Growth, EPS Growth. Profitability is solid with margins at 21.0% and operating margin at 28.9%. Revenue growth of 36.6% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : ISSC
The primary concerns for ISSC are Market Cap.
Key Dynamics to Monitor
CMI profiles as a value stock while ISSC is a growth play — different risk/reward profiles.
CMI carries more volatility with a beta of 1.14 — expect wider price swings.
ISSC is growing revenue faster at 36.6% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Bottom Line
ISSC scores higher overall (75/100 vs 59/100), backed by strong 21.0% margins and 36.6% revenue growth. Both earn "Strong 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.
Innovative Solutions and Support
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Innovative Solutions and Support, Inc., a systems integrator, designs, develops, manufactures, sells, and provides flight guidance, auto-throttle, and cockpit display systems services in the United States and internationally. The company is headquartered in Exton, Pennsylvania.
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