Cummins Inc (CMI)vsJB Hunt Transport Services Inc (JBHT)
CMI
Cummins Inc
$651.22
-3.96%
INDUSTRIALS · Cap: $92.82B
JBHT
JB Hunt Transport Services Inc
$283.31
-2.14%
INDUSTRIALS · Cap: $27.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 179% more annual revenue ($33.89B vs $12.13B). CMI leads profitability with a 7.9% profit margin vs 5.1%. CMI appears more attractively valued with a PEG of 1.58. JBHT earns a higher WallStSmart Score of 51/100 (C-).
CMI
Hold47
out of 100
Grade: D+
JBHT
Buy51
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Safe zone — low bankruptcy risk
Earnings expanding 27.4% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.7% revenue growth
7.9% margin — thin
4.6% revenue growth
5.1% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity.
Bull Case : JBHT
The strongest argument for JBHT centers on Altman Z-Score, EPS Growth.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : JBHT
The primary concerns for JBHT are Revenue Growth, Profit Margin, PEG Ratio. A P/E of 44.9x leaves little room for execution misses.
Key Dynamics to Monitor
JBHT carries more volatility with a beta of 1.30 — expect wider price swings.
JBHT is growing revenue faster at 4.6% — sustainability is the question.
JBHT generates stronger free cash flow (243M), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JBHT scores higher overall (51/100 vs 47/100). 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.
JB Hunt Transport Services Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
J.B. Hunt Transport Services, Inc. is an American transportation and logistics company based in Lowell, Arkansas.
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