Cummins Inc (CMI)vsMobilicom Limited American Depositary Shares (MOB)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
MOB
Mobilicom Limited American Depositary Shares
$6.29
+5.18%
INDUSTRIALS · Cap: $81.11M
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 1000941% more annual revenue ($33.67B vs $3.36M). CMI leads profitability with a 8.4% profit margin vs 0.0%. CMI earns a higher WallStSmart Score of 59/100 (C).
CMI
Buy59
out of 100
Grade: C
MOB
Avoid24
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
Intrinsic value data unavailable for MOB.
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 39.0% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Trading at 8.7x book value
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : MOB
The strongest argument for MOB centers on Revenue Growth. Revenue growth of 39.0% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : MOB
The primary concerns for MOB are Price/Book, EPS Growth, Market Cap.
Key Dynamics to Monitor
CMI profiles as a value stock while MOB is a hypergrowth play — different risk/reward profiles.
MOB carries more volatility with a beta of 2.11 — expect wider price swings.
MOB is growing revenue faster at 39.0% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Bottom Line
CMI scores higher overall (59/100 vs 24/100). 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.
Mobilicom Limited American Depositary Shares
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Mobilicom Limited (MOB) is a pioneering technology company specializing in advanced connectivity solutions tailored for drones and robotic systems, emphasizing secure and high-performance communication in demanding environments. Its extensive portfolio includes integrated end-to-end communication systems that encompass hardware, software, and services, catering to diverse sectors such as defense, public safety, and telecommunications. With a robust focus on research and development, Mobilicom is strategically positioned to leverage the burgeoning markets surrounding drone technology and autonomous systems, asserting its role as a key player in the digital transformation landscape.
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