CMI vs TT
Cummins vs Trane Technologies — AI-powered side-by-side comparison
VS
TT
Trane Technologies
67
Buy
| Metric | CMI | TT |
|---|
| AI Score |
49
|
67
|
| Price |
$571.47
|
$452.83
|
| P/E Ratio |
29.09×
|
34.16×
|
| ROE |
23.0%
|
33.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
25.3%
|
35.4%
|
| Debt / Equity |
0.65×
|
0.53×
|
| Dividend Yield |
1.4%
|
0.9%
|
| RSI (14) |
18.6
|
31.7
|
| Beta |
1.246
|
1.205
|
| Expected Upside |
+8.1%
|
+1.3%
|
AI Committee View
Current Innellis committee reasoning for CMI versus TT.
TT leads by 18 points.
TT scores 67/100 (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
TT Committee View
75% agreement
4 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
- News sentiment is positive (+0.33 across 21 articles, 14d) — News
Bear Case
- MACD histogram negative -- bearish momentum — Technical