Cummins Inc (CMI)vsNordson Corporation (NDSN)
CMI
Cummins Inc
$556.75
+1.22%
INDUSTRIALS · Cap: $76.64B
NDSN
Nordson Corporation
$314.47
+2.28%
INDUSTRIALS · Cap: $17.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 1065% more annual revenue ($34.71B vs $2.98B). NDSN leads profitability with a 18.6% profit margin vs 7.8%. CMI appears more attractively valued with a PEG of 1.11. NDSN earns a higher WallStSmart Score of 65/100 (C+).
CMI
Buy55
out of 100
Grade: C
NDSN
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CMI.
Margin of Safety
-79.8%
Fair Value
$163.73
Current Price
$314.47
$150.74 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Generating 1.3B in free cash flow
Strong operational efficiency at 27.4%
Earnings expanding 23.0% YoY
Areas to Watch
Moderate valuation
4.7% earnings growth
7.8% 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, Free Cash Flow. PEG of 1.11 suggests the stock is reasonably priced for its growth.
Bull Case : NDSN
The strongest argument for NDSN centers on Operating Margin, EPS Growth. Profitability is solid with margins at 18.6% and operating margin at 27.4%. Revenue growth of 10.3% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are P/E Ratio, EPS Growth, Profit Margin.
Bear Case : NDSN
The primary concerns for NDSN are PEG Ratio, P/E Ratio.
Key Dynamics to Monitor
CMI profiles as a value stock while NDSN is a mature play — different risk/reward profiles.
CMI carries more volatility with a beta of 1.23 — expect wider price swings.
NDSN is growing revenue faster at 10.3% — sustainability is the question.
CMI generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
NDSN scores higher overall (65/100 vs 55/100), backed by strong 18.6% margins and 10.3% revenue growth. Both earn "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.
Nordson Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Nordson Corporation designs, manufactures, and markets products and systems for dispensing, applying, and controlling adhesives, coatings, polymers, sealants, biomaterials, and other fluids globally. The company is headquartered in Westlake, Ohio.
Compare with Other SPECIALTY INDUSTRIAL MACHINERY Stocks
Want to dig deeper into these stocks?