Cummins Inc (CMI)vsPerma-Pipe International Holdings Inc (PPIH)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
PPIH
Perma-Pipe International Holdings Inc
$32.73
+3.87%
INDUSTRIALS · Cap: $264.49M
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 15863% more annual revenue ($33.67B vs $210.93M). CMI leads profitability with a 8.4% profit margin vs 8.1%. CMI appears more attractively valued with a PEG of 1.76. PPIH earns a higher WallStSmart Score of 61/100 (C+).
CMI
Buy59
out of 100
Grade: C
PPIH
Buy61
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
-5.1%
Fair Value
$31.78
Current Price
$32.73
$0.95 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
Earnings expanding 171.8% YoY
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 22.5% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Smaller company, higher risk/reward
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : PPIH
The strongest argument for PPIH centers on EPS Growth, Return on Equity, P/E Ratio. Revenue growth of 22.5% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : PPIH
The primary concerns for PPIH are Market Cap, PEG Ratio, Free Cash Flow.
Key Dynamics to Monitor
CMI profiles as a value stock while PPIH is a growth play — different risk/reward profiles.
CMI carries more volatility with a beta of 1.14 — expect wider price swings.
PPIH is growing revenue faster at 22.5% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Bottom Line
PPIH scores higher overall (61/100 vs 59/100) and 22.5% 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.
Perma-Pipe International Holdings Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Perma-Pipe International Holdings, Inc. designs, manufactures, and sells leak detection systems and specialty piping. The company is headquartered in Niles, Illinois.
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