Cummins Inc (CMI)vsMueller Industries Inc (MLI)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
MLI
Mueller Industries Inc
$132.87
-2.04%
INDUSTRIALS · Cap: $14.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 670% more annual revenue ($33.67B vs $4.37B). MLI leads profitability with a 19.4% profit margin vs 8.4%. CMI appears more attractively valued with a PEG of 1.76. MLI earns a higher WallStSmart Score of 71/100 (B).
CMI
Buy59
out of 100
Grade: C
MLI
Strong Buy71
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
-53.1%
Fair Value
$78.76
Current Price
$132.87
$54.11 premium
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
Earnings expanding 55.4% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 28 in profit
Attractively priced relative to earnings
Strong operational efficiency at 23.0%
19.3% revenue growth
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : MLI
The strongest argument for MLI centers on EPS Growth, Debt/Equity, Return on Equity. Profitability is solid with margins at 19.4% and operating margin at 23.0%. Revenue growth of 19.3% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : MLI
The primary concerns for MLI are PEG Ratio.
Key Dynamics to Monitor
CMI profiles as a value stock while MLI is a growth play — different risk/reward profiles.
CMI carries more volatility with a beta of 1.14 — expect wider price swings.
MLI is growing revenue faster at 19.3% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Bottom Line
MLI scores higher overall (71/100 vs 59/100), backed by strong 19.4% margins and 19.3% 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.
Mueller Industries Inc
INDUSTRIALS · METAL FABRICATION · USA
Mueller Industries, Inc. manufactures and sells copper, brass, aluminum, and plastic products in the United States, United Kingdom, Canada, South Korea, the Middle East, China, and Mexico. The company is headquartered in Collierville, Tennessee.
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