Cummins Inc (CMI)vsL3Harris Technologies Inc (LHX)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
LHX
L3Harris Technologies Inc
$320.55
-0.26%
INDUSTRIALS · Cap: $59.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 162% more annual revenue ($33.67B vs $12.86B). LHX leads profitability with a 10.4% profit margin vs 8.4%. CMI appears more attractively valued with a PEG of 1.76. CMI earns a higher WallStSmart Score of 59/100 (C).
CMI
Buy59
out of 100
Grade: C
LHX
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-61.7%
Fair Value
$370.38
Current Price
$671.01
$300.63 premium
Intrinsic value data unavailable for LHX.
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 190.0% year-over-year
Large-cap with strong market position
Generating 1.8B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 6.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : LHX
The strongest argument for LHX centers on Revenue Growth, Market Cap, Free Cash Flow. Revenue growth of 190.0% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : LHX
The primary concerns for LHX are PEG Ratio, P/E Ratio, EPS Growth.
Key Dynamics to Monitor
CMI profiles as a value stock while LHX is a growth play — different risk/reward profiles.
CMI carries more volatility with a beta of 1.14 — expect wider price swings.
LHX is growing revenue faster at 190.0% — sustainability is the question.
LHX generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
CMI scores higher overall (59/100 vs 49/100). 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.
L3Harris Technologies Inc
INDUSTRIALS · AEROSPACE & DEFENSE · USA
L3Harris Technologies (L3Harris) is an American technology company, defense contractor and information technology services provider that produces C6ISR systems and products, wireless equipment, tactical radios, avionics and electronic systems, night vision equipment, and both terrestrial and spaceborne antennas for use in the government, defense, and commercial sectors.
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