CMI vs IR
Cummins vs Ingersoll Rand — AI-powered side-by-side comparison
| Metric | CMI | IR |
|---|
| AI Score |
49
|
65
|
| Price |
$571.47
|
$79.98
|
| P/E Ratio |
29.09×
|
32.65×
|
| ROE |
23.0%
|
5.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
25.3%
|
37.9%
|
| Debt / Equity |
0.65×
|
0.47×
|
| Dividend Yield |
1.4%
|
0.1%
|
| RSI (14) |
18.6
|
31.8
|
| Beta |
1.246
|
1.161
|
| Expected Upside |
+8.1%
|
+5.8%
|
AI Committee View
Current Innellis committee reasoning for CMI versus IR.
IR leads by 16 points.
IR scores 65/100 (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
IR Committee View
75% agreement
4 analysts
The primary driver is 3 consecutive earnings beats -- consistent execution. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- News sentiment is positive (+0.25 across 4 articles, 14d) — News
Bear Case
- MACD histogram negative -- bearish momentum — Technical