Cummins Inc (CMI)vsSPX Corp (SPXC)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
SPXC
SPX Corp
$211.36
-2.31%
INDUSTRIALS · Cap: $10.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 1386% more annual revenue ($33.67B vs $2.27B). SPXC leads profitability with a 10.8% profit margin vs 8.4%. SPXC appears more attractively valued with a PEG of 1.50. SPXC earns a higher WallStSmart Score of 61/100 (C+).
CMI
Buy59
out of 100
Grade: C
SPXC
Buy61
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
Intrinsic value data unavailable for SPXC.
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
Conservative balance sheet, low leverage
19.4% revenue growth
Earnings expanding 27.1% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
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, EPS Growth.
Bull Case : SPXC
The strongest argument for SPXC centers on Debt/Equity, Revenue Growth, EPS Growth. Revenue growth of 19.4% demonstrates continued momentum.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : SPXC
The primary concerns for SPXC are P/E Ratio. A P/E of 41.9x leaves little room for execution misses.
Key Dynamics to Monitor
CMI profiles as a value stock while SPXC is a growth play — different risk/reward profiles.
SPXC carries more volatility with a beta of 1.34 — expect wider price swings.
SPXC is growing revenue faster at 19.4% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Bottom Line
SPXC scores higher overall (61/100 vs 59/100) and 19.4% revenue growth. 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.
SPX Corp
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
SPX Corporation supplies infrastructure equipment for the heating, ventilation and cooling (HVAC), sensing and measurement, power transmission and generation, and industrial markets in the United States, China, South Africa, the United Kingdom, and internationally. The company is headquartered in Charlotte, North Carolina.
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