WallStSmart

Cummins Inc (CMI)vsEnpro Industries (NPO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Cummins Inc generates 2736% more annual revenue ($34.71B vs $1.22B). CMI leads profitability with a 7.8% profit margin vs 3.6%. CMI appears more attractively valued with a PEG of 1.11. CMI earns a higher WallStSmart Score of 55/100 (C).

CMI

Buy

55

out of 100

Grade: C

Growth: 5.3Profit: 6.0Value: 5.7Quality: 6.5
Piotroski: 4/9Altman Z: 2.99

NPO

Hold

46

out of 100

Grade: D+

Growth: 5.3Profit: 5.5Value: 3.7Quality: 7.5
Piotroski: 4/9Altman Z: 2.11

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMI3 strengths · Avg: 8.7/10
Market CapQuality
$76.64B9/10

Large-cap with strong market position

Return on EquityProfitability
21.1%9/10

Every $100 of equity generates 21 in profit

Free Cash FlowQuality
$1.25B8/10

Generating 1.3B in free cash flow

NPO1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
17.6%8/10

17.6% revenue growth

Areas to Watch

CMI3 concerns · Avg: 3.7/10
P/E RatioValuation
28.1x4/10

Moderate valuation

EPS GrowthGrowth
4.7%4/10

4.7% earnings growth

Profit MarginProfitability
7.8%3/10

7.8% margin — thin

NPO4 concerns · Avg: 3.5/10
PEG RatioValuation
1.814/10

Expensive relative to growth rate

EPS GrowthGrowth
1.6%4/10

1.6% earnings growth

Return on EquityProfitability
2.8%3/10

ROE of 2.8% — below average capital efficiency

Profit MarginProfitability
3.6%3/10

3.6% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull 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 : NPO

The strongest argument for NPO centers on Revenue Growth. Revenue growth of 17.6% demonstrates continued momentum.

Bear Case : CMI

The primary concerns for CMI are P/E Ratio, EPS Growth, Profit Margin.

Bear Case : NPO

The primary concerns for NPO are PEG Ratio, EPS Growth, Return on Equity. A P/E of 144.8x leaves little room for execution misses. Thin 3.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

CMI profiles as a value stock while NPO is a growth play — different risk/reward profiles.

NPO carries more volatility with a beta of 1.55 — expect wider price swings.

NPO is growing revenue faster at 17.6% — sustainability is the question.

CMI generates stronger free cash flow (1.3B), providing more financial flexibility.

Bottom Line

CMI scores higher overall (55/100 vs 46/100). 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.

Enpro Industries

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

EnPro Industries, Inc. is dedicated to the design, development, manufacture, marketing and service of engineered industrial products worldwide. The company is headquartered in Charlotte, North Carolina.

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