Cummins Inc (CMI)vsThomson Reuters Corporation Common Shares (TRI)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
TRI
Thomson Reuters Corporation Common Shares
$95.69
+2.57%
INDUSTRIALS · Cap: $41.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 350% more annual revenue ($33.67B vs $7.48B). TRI leads profitability with a 20.1% profit margin vs 8.4%. CMI appears more attractively valued with a PEG of 1.76. CMI earns a higher WallStSmart Score of 59/100 (C).
CMI
Buy59
out of 100
Grade: C
TRI
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-61.7%
Fair Value
$370.38
Current Price
$671.01
$300.63 premium
Margin of Safety
-44.3%
Fair Value
$61.80
Current Price
$95.69
$33.89 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
Strong operational efficiency at 26.6%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Moderate valuation
Expensive relative to growth rate
Earnings declined 42.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : TRI
The strongest argument for TRI centers on Profit Margin, Operating Margin. Profitability is solid with margins at 20.1% and operating margin at 26.6%.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : TRI
The primary concerns for TRI are P/E Ratio, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
CMI profiles as a value stock while TRI is a mature play — different risk/reward profiles.
CMI carries more volatility with a beta of 1.14 — expect wider price swings.
TRI is growing revenue faster at 5.2% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Bottom Line
CMI scores higher overall (59/100 vs 49/100). 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.
Thomson Reuters Corporation Common Shares
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Thomson Reuters Corporation provides business information services in the Americas, Europe, the Middle East, Africa, and Asia Pacific.
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