Cummins Inc (CMI)vsSunbelt Rentals Holdings, Inc. (SUNB)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
SUNB
Sunbelt Rentals Holdings, Inc.
$76.55
+4.46%
INDUSTRIALS · Cap: $31.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 208% more annual revenue ($33.67B vs $10.93B). SUNB leads profitability with a 12.7% profit margin vs 8.4%. SUNB appears more attractively valued with a PEG of 1.33. CMI earns a higher WallStSmart Score of 59/100 (C).
CMI
Buy59
out of 100
Grade: C
SUNB
Buy53
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 SUNB.
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
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
2.7% revenue growth
Earnings declined 6.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : SUNB
The strongest argument for SUNB centers on Free Cash Flow. PEG of 1.33 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 : SUNB
The primary concerns for SUNB are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
SUNB carries more volatility with a beta of 1.66 — expect wider price swings.
SUNB is growing revenue faster at 2.7% — sustainability is the question.
SUNB generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CMI scores higher overall (59/100 vs 53/100). 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.
Sunbelt Rentals Holdings, Inc.
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Sunbelt Rentals Holdings, Inc., engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada. The company is headquartered in Fort Mill, South Carolina.
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