Cummins Inc (CMI)vsTaylor Devices Inc (TAYD)
CMI
Cummins Inc
$553.36
-0.25%
INDUSTRIALS · Cap: $76.65B
TAYD
Taylor Devices Inc
$79.90
+2.23%
INDUSTRIALS · Cap: $142.01M
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 75405% more annual revenue ($33.67B vs $44.59M). TAYD leads profitability with a 20.0% profit margin vs 8.4%. TAYD trades at a lower P/E of 16.6x. CMI earns a higher WallStSmart Score of 61/100 (C+).
CMI
Buy61
out of 100
Grade: C+
TAYD
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.7%
Fair Value
$960.80
Current Price
$553.36
$407.44 discount
Margin of Safety
-323.9%
Fair Value
$18.50
Current Price
$79.90
$61.40 premium
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
Keeps 20 of every $100 in revenue as profit
Attractively priced relative to earnings
Strong operational efficiency at 22.6%
Areas to Watch
Moderate valuation
1.1% revenue growth
Smaller company, higher risk/reward
Revenue declined 14.6%
Earnings declined 18.6%
Comparative Analysis Report
WallStSmart ResearchBull 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 : TAYD
The strongest argument for TAYD centers on Profit Margin, P/E Ratio, Operating Margin. Profitability is solid with margins at 20.0% and operating margin at 22.6%.
Bear Case : CMI
The primary concerns for CMI are P/E Ratio, Revenue Growth.
Bear Case : TAYD
The primary concerns for TAYD are Market Cap, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
CMI profiles as a value stock while TAYD is a declining 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 42/100). Both earn "Buy" 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.
Taylor Devices Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Taylor Devices, Inc. designs, develops, manufactures, and markets shock absorption, speed control, and energy storage devices for use in machinery, equipment, and structures in North America, Asia, and internationally. The company is headquartered in North Tonawanda, New York.
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