Cummins Inc (CMI)vsOwens Corning Inc (OC)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
OC
Owens Corning Inc
$121.18
-2.25%
INDUSTRIALS · Cap: $9.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 233% more annual revenue ($33.67B vs $10.10B). CMI leads profitability with a 8.4% profit margin vs -5.2%. OC appears more attractively valued with a PEG of 1.62. CMI earns a higher WallStSmart Score of 59/100 (C).
CMI
Buy59
out of 100
Grade: C
OC
Buy51
out of 100
Grade: C-
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
+55.0%
Fair Value
$307.93
Current Price
$121.18
$186.75 discount
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
Reasonable price relative to book value
Earnings expanding 31.2% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Expensive relative to growth rate
Elevated debt levels
Weak financial health signals
ROE of -4.2% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : OC
The strongest argument for OC centers on Price/Book, EPS Growth.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : OC
The primary concerns for OC are PEG Ratio, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
CMI profiles as a value stock while OC is a turnaround play — different risk/reward profiles.
OC carries more volatility with a beta of 1.34 — expect wider price swings.
CMI is growing revenue faster at 1.1% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Bottom Line
CMI scores higher overall (59/100 vs 51/100). OC offers better value entry with a 55.0% margin of safety. 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.
Owens Corning Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Owens Corning manufactures and markets a range of fiberglass, roofing and insulation composites in the United States, Canada, Europe, Asia Pacific and internationally. The company is headquartered in Toledo, Ohio.
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