Cummins Inc (CMI)vsRev Group Inc (REVG)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
REVG
Rev Group Inc
$63.90
0.00%
INDUSTRIALS · Cap: $3.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 1267% more annual revenue ($33.67B vs $2.46B). CMI leads profitability with a 8.4% profit margin vs 3.9%. REVG appears more attractively valued with a PEG of 0.95. CMI earns a higher WallStSmart Score of 59/100 (C).
CMI
Buy59
out of 100
Grade: C
REVG
Buy54
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
-14.8%
Fair Value
$55.64
Current Price
$63.90
$8.26 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
Safe zone — low bankruptcy risk
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Premium valuation, high expectations priced in
3.9% margin — thin
Earnings declined 27.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : REVG
The strongest argument for REVG centers on Altman Z-Score, Return on Equity, PEG Ratio. Revenue growth of 11.1% demonstrates continued momentum. PEG of 0.95 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 : REVG
The primary concerns for REVG are P/E Ratio, Profit Margin, EPS Growth. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
CMI carries more volatility with a beta of 1.14 — expect wider price swings.
REVG is growing revenue faster at 11.1% — 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 54/100). 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.
Rev Group Inc
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
REV Group, Inc. designs, manufactures and distributes specialty vehicles and aftermarket related parts and services in the United States, Canada, Europe, Africa and internationally. The company is headquartered in Brookfield, Wisconsin.
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