Cummins Inc (CMI)vsLegence Corp. Class A Common stock (LGN)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
LGN
Legence Corp. Class A Common stock
$80.74
+0.20%
INDUSTRIALS · Cap: $13.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 1220% more annual revenue ($33.67B vs $2.55B). CMI leads profitability with a 8.4% profit margin vs -2.3%. CMI earns a higher WallStSmart Score of 59/100 (C).
CMI
Buy59
out of 100
Grade: C
LGN
Avoid35
out of 100
Grade: F
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
+34.0%
Fair Value
$81.29
Current Price
$80.74
$0.55 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
Revenue surging 34.6% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Trading at 13.1x book value
0.0% earnings growth
Operating margin of 1.2%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : LGN
The strongest argument for LGN centers on Revenue Growth. Revenue growth of 34.6% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : LGN
The primary concerns for LGN are Price/Book, EPS Growth, Operating Margin.
Key Dynamics to Monitor
CMI profiles as a value stock while LGN is a hypergrowth play — different risk/reward profiles.
LGN is growing revenue faster at 34.6% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CMI scores higher overall (59/100 vs 35/100). LGN offers better value entry with a 34.0% margin of safety. Both earn "Buy" and "Avoid" 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.
Legence Corp. Class A Common stock
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Legence Corp. The company is headquartered in San Jose, California.
Compare with Other SPECIALTY INDUSTRIAL MACHINERY Stocks
Want to dig deeper into these stocks?