Cummins Inc (CMI)vsRB Global Inc. (RBA)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
RBA
RB Global Inc.
$104.30
-0.90%
INDUSTRIALS · Cap: $19.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 633% more annual revenue ($33.67B vs $4.59B). RBA leads profitability with a 9.3% profit margin vs 8.4%. RBA appears more attractively valued with a PEG of 0.88. CMI earns a higher WallStSmart Score of 59/100 (C).
CMI
Buy59
out of 100
Grade: C
RBA
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
+63.7%
Fair Value
$314.07
Current Price
$104.30
$209.77 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
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
ROE of 7.3% — below average capital efficiency
Premium valuation, high expectations priced in
Earnings declined 10.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : RBA
The strongest argument for RBA centers on PEG Ratio. PEG of 0.88 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 : RBA
The primary concerns for RBA are Return on Equity, P/E Ratio, EPS Growth. A P/E of 51.6x leaves little room for execution misses.
Key Dynamics to Monitor
CMI carries more volatility with a beta of 1.14 — expect wider price swings.
RBA is growing revenue faster at 5.4% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CMI scores higher overall (59/100 vs 51/100). RBA offers better value entry with a 63.7% 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.
RB Global Inc.
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Ritchie Bros. The company is headquartered in Burnaby, Canada.
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