CMI vs POOL
Cummins vs Pool Corporation — AI-powered side-by-side comparison
VS
POOL
Pool Corporation
69
Buy
| Metric | CMI | POOL |
|---|
| AI Score |
49
|
69
|
| Price |
$571.47
|
$188.28
|
| P/E Ratio |
29.09×
|
17.29×
|
| ROE |
23.0%
|
34.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
25.3%
|
29.6%
|
| Debt / Equity |
0.65×
|
1.35×
|
| Dividend Yield |
1.4%
|
2.7%
|
| RSI (14) |
18.6
|
39.4
|
| Beta |
1.246
|
1.054
|
| Expected Upside |
+8.1%
|
+17.3%
|
AI Committee View
Current Innellis committee reasoning for CMI versus POOL.
POOL leads by 20 points.
POOL 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
POOL Committee View
80% agreement
5 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
- News sentiment is positive (+0.57 across 7 articles, 14d) — News
Bear Case
- Price structure making lower highs and lower lows — Technical
- MACD histogram negative -- bearish momentum — Technical