Cummins Inc (CMI)vsJacobs Solutions Inc. (J)
CMI
Cummins Inc
$679.55
-0.49%
INDUSTRIALS · Cap: $94.23B
J
Jacobs Solutions Inc.
$118.43
-3.53%
INDUSTRIALS · Cap: $14.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 157% more annual revenue ($33.89B vs $13.17B). CMI leads profitability with a 7.9% profit margin vs 2.9%. J appears more attractively valued with a PEG of 0.49. J earns a higher WallStSmart Score of 52/100 (C-).
CMI
Hold47
out of 100
Grade: D+
J
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-59.1%
Fair Value
$376.46
Current Price
$679.55
$303.09 premium
Margin of Safety
-28.5%
Fair Value
$110.78
Current Price
$118.43
$7.65 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
Growing faster than its price suggests
Revenue surging 27.0% 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
Premium valuation, high expectations priced in
Grey zone — moderate risk
2.9% margin — thin
Earnings declined 63.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity.
Bull Case : J
The strongest argument for J centers on PEG Ratio, Revenue Growth. Revenue growth of 27.0% demonstrates continued momentum. PEG of 0.49 suggests the stock is reasonably priced for its growth.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : J
The primary concerns for J are P/E Ratio, Altman Z-Score, Profit Margin. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
CMI profiles as a value stock while J is a growth play — different risk/reward profiles.
CMI carries more volatility with a beta of 1.27 — expect wider price swings.
J is growing revenue faster at 27.0% — sustainability is the question.
CMI generates stronger free cash flow (120M), providing more financial flexibility.
Bottom Line
J scores higher overall (52/100 vs 47/100) and 27.0% 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.
Jacobs Solutions Inc.
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Jacobs Engineering Group Inc. (NYSE: J) is an American international technical professional services firm. The company provides technical, professional and construction services, as well as scientific and specialty consulting for a broad range of clients globally, including companies, organizations, and government agencies.
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