WallStSmart

Cummins Inc (CMI)vsSCHMID Group N.V. Class A Ordinary Shares (SHMD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Cummins Inc generates 55246% more annual revenue ($33.67B vs $60.84M). CMI leads profitability with a 8.4% profit margin vs -138.3%. CMI earns a higher WallStSmart Score of 61/100 (C+).

CMI

Buy

61

out of 100

Grade: C+

Growth: 6.7Profit: 6.5Value: 10.0Quality: 6.8
Piotroski: 6/9Altman Z: 2.91

SHMD

Avoid

26

out of 100

Grade: F

Growth: 4.7Profit: 3.0Value: 5.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CMIUndervalued (+37.7%)

Margin of Safety

+37.7%

Fair Value

$960.80

Current Price

$553.36

$407.44 discount

UndervaluedFair: $960.80Overvalued

Intrinsic value data unavailable for SHMD.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMI3 strengths · Avg: 8.7/10
Market CapQuality
$76.65B9/10

Large-cap with strong market position

Return on EquityProfitability
23.9%9/10

Every $100 of equity generates 24 in profit

EPS GrowthGrowth
41.4%8/10

Earnings expanding 41.4% YoY

SHMD0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

CMI2 concerns · Avg: 4.0/10
P/E RatioValuation
27.0x4/10

Moderate valuation

Revenue GrowthGrowth
1.1%4/10

1.1% revenue growth

SHMD4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$340.29M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Operating MarginProfitability
1.9%3/10

Operating margin of 1.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : CMI

The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth. PEG of 1.47 suggests the stock is reasonably priced for its growth.

Bull Case : SHMD

SHMD has a balanced fundamental profile.

Bear Case : CMI

The primary concerns for CMI are P/E Ratio, Revenue Growth.

Bear Case : SHMD

The primary concerns for SHMD are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

CMI profiles as a value stock while SHMD is a turnaround play — different risk/reward profiles.

CMI carries more volatility with a beta of 1.13 — expect wider price swings.

CMI is growing revenue faster at 1.1% — sustainability is the question.

CMI generates stronger free cash flow (990M), providing more financial flexibility.

Bottom Line

CMI scores higher overall (61/100 vs 26/100). Both earn "Buy" and "Avoid" 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.

SCHMID Group N.V. Class A Ordinary Shares

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

SCHMID Group N.V. (SHMD) is a leading innovator in advanced technological solutions, focusing on the design and manufacturing of high-performance machinery and equipment for sectors including electronics, telecommunications, and renewable energy. The company's dedication to innovation and quality enables it to provide tailored solutions that enhance operational efficiency while promoting sustainability. With a robust portfolio and a strong global presence, SCHMID Group is well-positioned to capitalize on emerging market opportunities and technological advancements, making it an attractive investment for institutional investors aiming to tap into growth within the industrial technology sector.

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