Cummins Inc (CMI)vsOmnicom Group Inc (OMC)
CMI
Cummins Inc
$679.55
-0.49%
INDUSTRIALS · Cap: $94.23B
OMC
Omnicom Group Inc
$77.06
+0.18%
COMMUNICATION SERVICES · Cap: $21.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 71% more annual revenue ($33.89B vs $19.82B). CMI leads profitability with a 7.9% profit margin vs 0.3%. CMI appears more attractively valued with a PEG of 1.85. OMC earns a higher WallStSmart Score of 51/100 (C-).
CMI
Hold47
out of 100
Grade: D+
OMC
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-59.1%
Fair Value
$376.46
Current Price
$679.55
$303.09 premium
Margin of Safety
+23.7%
Fair Value
$90.88
Current Price
$77.06
$13.82 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Revenue surging 69.2% year-over-year
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.7% revenue growth
7.9% margin — thin
ROE of 2.0% — below average capital efficiency
0.3% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity.
Bull Case : OMC
The strongest argument for OMC centers on Revenue Growth, Price/Book. Revenue growth of 69.2% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : OMC
The primary concerns for OMC are Return on Equity, Profit Margin, Piotroski F-Score. Thin 0.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
CMI profiles as a value stock while OMC is a hypergrowth play — different risk/reward profiles.
CMI carries more volatility with a beta of 1.27 — expect wider price swings.
OMC is growing revenue faster at 69.2% — sustainability is the question.
CMI generates stronger free cash flow (120M), providing more financial flexibility.
Bottom Line
OMC scores higher overall (51/100 vs 47/100) and 69.2% revenue growth. 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.
Omnicom Group Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Omnicom Group Inc. is an American global media, marketing and corporate communications holding company, headquartered in New York City.
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