Cummins Inc (CMI)vsWestinghouse Air Brake Technologies Corp (WAB)
CMI
Cummins Inc
$651.22
-3.96%
INDUSTRIALS · Cap: $92.82B
WAB
Westinghouse Air Brake Technologies Corp
$260.40
-0.81%
INDUSTRIALS · Cap: $45.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 195% more annual revenue ($33.89B vs $11.51B). WAB leads profitability with a 10.5% profit margin vs 7.9%. WAB appears more attractively valued with a PEG of 1.37. WAB earns a higher WallStSmart Score of 64/100 (C+).
CMI
Hold47
out of 100
Grade: D+
WAB
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CMI.
Margin of Safety
+8.5%
Fair Value
$277.92
Current Price
$260.40
$17.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 22 in profit
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.7% revenue growth
7.9% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity.
Bull Case : WAB
Revenue growth of 13.0% demonstrates continued momentum. PEG of 1.37 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 : WAB
The primary concerns for WAB are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
CMI carries more volatility with a beta of 1.27 — expect wider price swings.
WAB is growing revenue faster at 13.0% — sustainability is the question.
WAB generates stronger free cash flow (153M), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WAB scores higher overall (64/100 vs 47/100) and 13.0% revenue growth. 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.
Westinghouse Air Brake Technologies Corp
INDUSTRIALS · RAILROADS · USA
Wabtec Corporation (derived from Westinghouse Air Brake Technologies Corporation) is an American company formed by the merger of the Westinghouse Air Brake Company (WABCO) and MotivePower Industries Corporation in 1999. It is headquartered in Pittsburgh, Pennsylvania.
Visit Website →Compare with Other SPECIALTY INDUSTRIAL MACHINERY Stocks
Want to dig deeper into these stocks?