Cummins Inc (CMI)vsPlug Power Inc (PLUG)
CMI
Cummins Inc
$656.73
-0.11%
INDUSTRIALS · Cap: $90.90B
PLUG
Plug Power Inc
$3.32
+6.07%
INDUSTRIALS · Cap: $4.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 4643% more annual revenue ($33.67B vs $709.92M). CMI leads profitability with a 8.4% profit margin vs -229.8%. PLUG appears more attractively valued with a PEG of 0.84. CMI earns a higher WallStSmart Score of 59/100 (C).
CMI
Buy59
out of 100
Grade: C
PLUG
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-60.5%
Fair Value
$373.25
Current Price
$656.73
$283.48 premium
Margin of Safety
-47.2%
Fair Value
$1.25
Current Price
$3.32
$2.07 premium
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
Growing faster than its price suggests
17.6% revenue growth
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
0.0% earnings growth
ROE of -120.5% — below average capital efficiency
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : PLUG
The strongest argument for PLUG centers on PEG Ratio, Revenue Growth. Revenue growth of 17.6% demonstrates continued momentum. PEG of 0.84 suggests the stock is reasonably priced for its growth.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : PLUG
The primary concerns for PLUG are EPS Growth, Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
CMI profiles as a value stock while PLUG is a growth play — different risk/reward profiles.
PLUG carries more volatility with a beta of 1.79 — expect wider price swings.
PLUG is growing revenue faster at 17.6% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Bottom Line
CMI scores higher overall (59/100 vs 39/100). 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.
Plug Power Inc
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Plug Power Inc. provides turnkey hydrogen fuel cell solutions for the stationary power and electric mobility markets in North America and Europe. The company is headquartered in Latham, New York.
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