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CMI$660.55+2.65%
Fair $660.55+0.0%

CMI

Cummins Inc.

Industrials / Specialty Industrial MachineryNYSE

$660.55

+17.05 (+2.65%)

Fairly Valued+0.0%Fair Value $660.55Fund rank 33/100 · Data gapFallback financials|
SA 58/C
F-Score: 5/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.4B · quality 65.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

58/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 0unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · CMILocal privado en este navegador · Cummins Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$91.1B

P/E

34.3x

↑

EV/EBITDA

18.0x

↑

ROE

23.0%

↑

Gross Margin

25.3%

↑

Debt/Equity

0.66

↑
52-Week Range$661
$308$718

TradingView lightweight chart

CMI price, volumen y niveles de valoración

Último $660.55Periodo +5484.6%
Fair value: $660.55

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+5.4%

FCF CAGR

+9.6%

FCF margin

7.1%

FCF / Net income

0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.67B · net income $2.84B · FCF $2.39B

2007-FY → 2025-FY

Gross margin

25.3%+5.7% pts

Operating margin

11.5%+2.6% pts

Net margin

8.4%+2.8% pts

FCF margin

7.1%+3.6% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$33.67B$33.67B$34.10B$34.06B$28.07B$24.02B$19.81B$23.57B$23.77B$20.43B$17.51B$19.11B$19.22B$17.30B$17.33B$18.05B$13.23B$10.80B$14.34B$13.05B
Net Income$2.84B$2.84B$3.95B$735.0M$2.15B$2.16B$1.81B$2.27B$2.19B$994.0M$1.46B$1.47B$1.74B$1.59B$1.74B$1.95B$1.04B$428.0M$755.0M$739.0M
EBITDA$5.40B$5.40B$6.34B$3.02B$3.80B$3.37B$2.94B$3.37B$3.40B$2.92B$2.41B$2.57B$2.82B$2.51B$2.62B$3.01B$1.92B$1.01B$1.59B$1.45B
EPS20.5020.5028.375.1515.1214.6112.0114.4813.155.978.237.849.027.918.679.555.282.163.843.70
Gross Margin25.3%25.3%24.7%24.2%23.9%23.7%24.7%25.4%24.1%25.0%25.5%25.9%25.3%24.7%25.5%25.4%24.0%20.1%20.5%19.6%
Operating Margin11.5%11.5%9.9%3.8%9.2%11.3%11.5%11.5%11.7%11.4%10.7%10.8%12.3%12.1%13.0%14.9%12.1%6.3%8.9%8.9%
Net Margin8.4%8.4%11.6%2.2%7.7%9.0%9.1%9.6%9.2%4.9%8.3%7.7%9.0%9.2%10.0%10.8%7.9%4.0%5.3%5.7%
Balance Sheet
Debt/Equity0.660.660.740.810.93————————0.220.100.120.140.15——
Current Ratio1.711.71——————————————————
Cash Flow
Free Cash Flow$2.39B$2.39B$279.0M$2.75B$1.05B$1.52B$2.19B$2.48B$1.67B$1.77B$1.41B$1.32B$1.52B———$642.0M$827.0M$444.0M$457.0M
Returns
ROE23.0%23.0%38.4%8.3%24.0%26.6%22.5%30.2%29.8%13.7%21.2%19.8%22.4%21.1%26.3%35.4%22.3%11.3%23.3%—
Valuation
P/E34.3334.3312.4946.2416.13———————————————
EV/EBITDA17.9517.958.7112.9010.77———————————————
P/B7.427.424.803.843.87———————————————
Growth & Yield
Revenue Growth-1.3%-1.3%0.1%21.3%—21.3%-16.0%-0.8%16.4%16.7%-8.4%-0.6%11.1%-0.2%-4.0%36.5%22.5%-24.7%9.9%—
EPS Growth-27.7%-27.7%450.9%-65.9%—21.6%-17.1%10.1%120.3%-27.5%5.0%-13.1%14.0%-8.8%-9.2%80.9%144.4%-43.7%3.8%—
Dividend Yield1.2%1.2%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

41.9%

muy exigente

EPS terminal req.

$58.61

Spread vs growth

-69.7%

5Y implied EPS CAGR

28.2%

muy exigente

EPS terminal req.

$70.92

Spread vs growth

-55.9%

10Y implied EPS CAGR

18.7%

exigente

EPS terminal req.

$114.22

Spread vs growth

-46.5%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +109.5%

Total return

+109.5%

Start / end P/E

11.2x → 32.2x

EPS bridge

28.37 → 20.50

Residual

-52.2%

EPS growth-27.7%
Multiple rerating+188.2%
Dividend+1.2%
Residual / FX / buybacks / cross-term-52.2%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.