CMI vs INSW
Cummins vs International Seaways, Inc. — AI-powered side-by-side comparison
VS
INSW
International Seaways, Inc.
69
Buy
| Metric | CMI | INSW |
|---|
| AI Score |
49
|
69
|
| Price |
$571.47
|
$99.97
|
| P/E Ratio |
29.09×
|
6.34×
|
| ROE |
23.0%
|
15.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
25.3%
|
66.0%
|
| Debt / Equity |
0.65×
|
0.29×
|
| Dividend Yield |
1.4%
|
8.3%
|
| RSI (14) |
18.6
|
72.5
|
| Beta |
1.246
|
-0.1
|
| Expected Upside |
+8.1%
|
—
|
AI Committee View
Current Innellis committee reasoning for CMI versus INSW.
INSW leads by 20 points.
INSW scores 69/100 (Buy) versus CMI at 49/100 (Watch).
CMI Committee View
40% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Growth Analyst remains cautious — eps declining -8.0% yoy despite any revenue growth. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 21.9% shows genuine earnings power backing the valuation — Value
- Dividend yield of 3.0% pays you to wait — Value
Bear Case
- P/E of 32.3 is moderate-to-rich — Value
- Price-to-book of 5.7x prices in significant intangible value — Value
- EPS declining -8.0% YoY despite any revenue growth — Growth
INSW Committee View
100% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.28) -- balance sheet can absorb a shock. The main limiting factor is sector concentration is already high (hhi 3063.01). The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 8.6 is inexpensive for the broad market — Value
- Price-to-book of 1.2x is a discount to asset value — Value
- ROE of 27.1% shows genuine earnings power backing the valuation — Value
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- RSI at 70 is in overbought territory — Technical