Cummins Inc (CMI)vsRelx PLC ADR (RELX)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
RELX
Relx PLC ADR
$36.59
+2.21%
INDUSTRIALS · Cap: $65.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 251% more annual revenue ($33.67B vs $9.59B). RELX leads profitability with a 21.5% profit margin vs 8.4%. RELX appears more attractively valued with a PEG of 1.46. RELX earns a higher WallStSmart Score of 62/100 (C+).
CMI
Buy59
out of 100
Grade: C
RELX
Buy62
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
+60.1%
Fair Value
$72.32
Current Price
$36.59
$35.73 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
Every $100 of equity generates 71 in profit
Strong operational efficiency at 31.4%
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Generating 1.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
1.2% revenue growth
Trading at 83.2x book value
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : RELX
The strongest argument for RELX centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 21.5% and operating margin at 31.4%. PEG of 1.46 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 : RELX
The primary concerns for RELX are Revenue Growth, Price/Book, Debt/Equity. Debt-to-equity of 3.10 is elevated, increasing financial risk.
Key Dynamics to Monitor
CMI carries more volatility with a beta of 1.14 — expect wider price swings.
RELX is growing revenue faster at 1.2% — sustainability is the question.
RELX generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RELX scores higher overall (62/100 vs 59/100), backed by strong 21.5% margins. 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.
Relx PLC ADR
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
RELX PLC provides information-based decision-making and analysis tools for professional and commercial clients in North America, Europe, and internationally. The company is headquartered in London, the United Kingdom.
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