Cummins Inc (CMI)vsVeralto Corporation (VLTO)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
VLTO
Veralto Corporation
$88.20
-1.42%
INDUSTRIALS · Cap: $21.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 502% more annual revenue ($33.67B vs $5.59B). VLTO leads profitability with a 17.3% profit margin vs 8.4%. CMI appears more attractively valued with a PEG of 1.76. VLTO earns a higher WallStSmart Score of 62/100 (C+).
CMI
Buy59
out of 100
Grade: C
VLTO
Buy62
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
Margin of Safety
-70.3%
Fair Value
$55.80
Current Price
$88.20
$32.40 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
Every $100 of equity generates 37 in profit
Strong operational efficiency at 23.8%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : VLTO
The strongest argument for VLTO centers on Return on Equity, Operating Margin. Profitability is solid with margins at 17.3% and operating margin at 23.8%.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : VLTO
The primary concerns for VLTO are Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
CMI profiles as a value stock while VLTO is a mature play — different risk/reward profiles.
VLTO carries more volatility with a beta of 1.15 — expect wider price swings.
VLTO is growing revenue faster at 6.8% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Bottom Line
VLTO scores higher overall (62/100 vs 59/100), backed by strong 17.3% margins. 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.
Veralto Corporation
INDUSTRIALS · POLLUTION & TREATMENT CONTROLS · USA
Veralto Corporation provides water supply services.
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