WallStSmart

Cummins Inc (CMI)vsMolson Coors Beverage Company (TAP-A)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Cummins Inc generates 203% more annual revenue ($33.89B vs $11.19B). CMI leads profitability with a 7.9% profit margin vs -18.9%. CMI appears more attractively valued with a PEG of 1.85. TAP-A earns a higher WallStSmart Score of 50/100 (D+).

CMI

Hold

47

out of 100

Grade: D+

Growth: 4.0Profit: 6.0Value: 3.3Quality: 6.8
Piotroski: 6/9Altman Z: 2.91

TAP-A

Hold

50

out of 100

Grade: D+

Growth: 6.0Profit: 4.0Value: 4.0Quality: 3.5
Piotroski: 3/9Altman Z: 0.90
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CMISignificantly Overvalued (-59.1%)

Margin of Safety

-59.1%

Fair Value

$376.46

Current Price

$679.55

$303.09 premium

UndervaluedFair: $376.46Overvalued

Intrinsic value data unavailable for TAP-A.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMI2 strengths · Avg: 9.0/10
Market CapQuality
$94.23B9/10

Large-cap with strong market position

Return on EquityProfitability
22.0%9/10

Every $100 of equity generates 22 in profit

TAP-A2 strengths · Avg: 9.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

EPS GrowthGrowth
35.6%8/10

Earnings expanding 35.6% YoY

Areas to Watch

CMI4 concerns · Avg: 3.8/10
PEG RatioValuation
1.854/10

Expensive relative to growth rate

P/E RatioValuation
35.5x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

Profit MarginProfitability
7.9%3/10

7.9% margin — thin

TAP-A4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
2.0%4/10

2.0% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
4.422/10

Expensive relative to growth rate

Return on EquityProfitability
-18.1%2/10

ROE of -18.1% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : CMI

The strongest argument for CMI centers on Market Cap, Return on Equity.

Bull Case : TAP-A

The strongest argument for TAP-A centers on Price/Book, EPS Growth.

Bear Case : CMI

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

Bear Case : TAP-A

The primary concerns for TAP-A are Revenue Growth, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

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

CMI carries more volatility with a beta of 1.27 — expect wider price swings.

CMI is growing revenue faster at 2.7% — sustainability is the question.

CMI generates stronger free cash flow (120M), providing more financial flexibility.

Bottom Line

TAP-A scores higher overall (50/100 vs 47/100). Both earn "Hold" and "Hold" 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.

Molson Coors Beverage Company

CONSUMER DEFENSIVE · BEVERAGES - BREWERS · USA

The Molson Coors Beverage Company, commonly known as Molson Coors, is a multinational drink and brewing company headquartered in Chicago in the United States.

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