Cummins Inc (CMI)vsWaste Connections Inc (WCN)
CMI
Cummins Inc
$671.01
+5.02%
INDUSTRIALS · Cap: $88.34B
WCN
Waste Connections Inc
$164.72
+0.59%
INDUSTRIALS · Cap: $41.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 250% more annual revenue ($33.67B vs $9.61B). WCN leads profitability with a 11.0% 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
WCN
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
-1.3%
Fair Value
$169.53
Current Price
$164.72
$4.81 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
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.1% revenue growth
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 7.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth.
Bull Case : WCN
WCN has a balanced fundamental profile.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : WCN
The primary concerns for WCN are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 40.0x leaves little room for execution misses.
Key Dynamics to Monitor
CMI carries more volatility with a beta of 1.14 — expect wider price swings.
WCN is growing revenue faster at 6.4% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
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.
Waste Connections Inc
INDUSTRIALS · WASTE MANAGEMENT · USA
Waste Connections, Inc. provides waste collection, transfer, disposal and recycling services in the United States and Canada. The company is headquartered in Vaughan, Canada.
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