CUMMINS INC vs DEERE FUNDING CANADA Corp, two Industrial Machinery stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CMI and DE diverge most: on revenue growth, CMI reads +0.1% and DE reads +5.1%; on debt / equity, CMI reads 0.03 and DE reads 0.79. The rest of the comparable metrics sit closer together. On valuation, today's CMI price has a different growth bar priced in than DE (+20.3% implied for CMI vs +25.4% for DE); the higher figure is the steeper assumption to clear, not a better or worse stock. What CMI's price implies is a bet that sits within the historical range (whole-company basis). What DE's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CMI | DE |
|---|---|---|
| Price | $634.29 | $592.66 |
| Market cap | $88.0B | $160.5B |
| Sector | Industrial Machinery | Industrial Machinery |
| Stage | Mature | Mature |
| Implied growth (priced in) | +20.3% | +25.4% |
| P/E | 33.0 | 33.6 |
| P/B | 6.58 | 5.85 |
| P/S | 2.60 | 3.39 |
| EV/EBITDA | 20.7 | 147.1 |
| Revenue growth | +0.1% | +5.1% |
| Gross margin | 26.7% | — |
| Operating margin | 11.3% | — |
| Net margin | 8.2% | 10.1% |
| Return on equity | 20.8% | 17.4% |
| Return on assets | 8.1% | 4.5% |
| Return on invested capital | 20.4% | — |
| FCF yield | 3.0% | 4.2% |
| Dividend yield | 1.2% | 1.1% |
| Debt / equity | 0.03 | 0.79 |
| Current ratio | 1.71 | — |
| Altman Z (solvency) | 4.77 | 2.45 |
| Piotroski F (quality) | 6 / 9 | 9 / 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.