ASML HOLDING NV vs CUMMINS INC, two Industrial Machinery stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ASML and CMI diverge most: on revenue growth, ASML reads +15.5% and CMI reads +0.1%; on debt / equity, ASML reads 0.22 and CMI reads 0.03. The rest of the comparable metrics sit closer together. What ASML's price implies is a demanding bet versus history and the cohort (whole-company basis). What CMI's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ASML | CMI |
|---|---|---|
| Price | $1797.32 | $675.92 |
| Market cap | $699.0B | $93.8B |
| Sector | Industrial Machinery | Industrial Machinery |
| Stage | Mature | Mature |
| P/E | 66.9 | 35.1 |
| P/B | 32.79 | 7.02 |
| P/S | 19.69 | 2.77 |
| EV/EBITDA | 51.5 | 22.1 |
| Revenue growth | +15.5% | +0.1% |
| Gross margin | 52.8% | 26.7% |
| Operating margin | 34.6% | 11.3% |
| Net margin | 29.4% | 8.2% |
| Return on equity | 49.0% | 20.8% |
| Return on assets | 19.0% | 8.1% |
| Return on invested capital | 37.2% | 20.4% |
| FCF yield | 1.7% | 2.9% |
| Dividend yield | 0.4% | 1.1% |
| Debt / equity | 0.22 | 0.03 |
| Current ratio | 1.26 | 1.71 |
| Altman Z (solvency) | 8.02 | 4.93 |
| Piotroski F (quality) | 8 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.