CUMMINS INC vs LAM RESEARCH CORPORATION, two Industrial Machinery stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CMI and LRCX diverge most: on revenue growth, CMI reads +0.1% and LRCX reads +26.8%; on debt / equity, CMI reads 0.03 and LRCX reads 0.35. The rest of the comparable metrics sit closer together. What CMI's price implies is a somewhat stretched bet versus history (whole-company basis). What LRCX'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 | CMI | LRCX |
|---|---|---|
| Price | $675.92 | $350.21 |
| Market cap | $93.8B | $440.3B |
| Sector | Industrial Machinery | Industrial Machinery |
| Stage | Mature | Mature |
| P/E | 35.1 | 66.2 |
| P/B | 7.02 | 41.60 |
| P/S | 2.77 | 20.31 |
| EV/EBITDA | 22.1 | 58.4 |
| Revenue growth | +0.1% | +26.8% |
| Gross margin | 26.7% | 49.8% |
| Operating margin | 11.3% | 35.0% |
| Net margin | 8.2% | 30.9% |
| Return on equity | 20.8% | 63.4% |
| Return on assets | 8.1% | 32.3% |
| Return on invested capital | 20.4% | 47.1% |
| FCF yield | 2.9% | 1.4% |
| Dividend yield | 1.1% | 0.3% |
| Debt / equity | 0.03 | 0.35 |
| Current ratio | 1.71 | 2.54 |
| Altman Z (solvency) | 4.93 | 10.00 |
| Piotroski F (quality) | 6 / 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.