Cummins Inc (CMI)vsRockwell Automation Inc (ROK)
CMI
Cummins Inc
$556.75
+1.22%
INDUSTRIALS · Cap: $76.64B
ROK
Rockwell Automation Inc
$428.39
+1.67%
INDUSTRIALS · Cap: $47.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 287% more annual revenue ($34.71B vs $8.97B). ROK leads profitability with a 13.4% profit margin vs 7.8%. CMI appears more attractively valued with a PEG of 1.11. ROK earns a higher WallStSmart Score of 66/100 (B-).
CMI
Buy55
out of 100
Grade: C
ROK
Strong Buy66
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Generating 1.3B in free cash flow
Every $100 of equity generates 34 in profit
Strong operational efficiency at 21.0%
Earnings expanding 40.4% YoY
Areas to Watch
Moderate valuation
4.7% earnings growth
7.8% margin — thin
Expensive relative to growth rate
Trading at 13.6x book value
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, Free Cash Flow. PEG of 1.11 suggests the stock is reasonably priced for its growth.
Bull Case : ROK
The strongest argument for ROK centers on Return on Equity, Operating Margin, EPS Growth.
Bear Case : CMI
The primary concerns for CMI are P/E Ratio, EPS Growth, Profit Margin.
Bear Case : ROK
The primary concerns for ROK are PEG Ratio, Price/Book, Debt/Equity. A P/E of 40.2x leaves little room for execution misses.
Key Dynamics to Monitor
ROK carries more volatility with a beta of 1.51 — expect wider price swings.
CMI is growing revenue faster at 9.4% — sustainability is the question.
CMI generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ROK scores higher overall (66/100 vs 55/100). Both earn "Strong 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.
Rockwell Automation Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Rockwell Automation, Inc. is an American provider of industrial automation and information technology. Its brands include Allen-Bradley and Factory Talk software.
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