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CMI vs PH stock comparison

CUMMINS INC vs PARKER-HANNIFIN CORPORATION, two Industrial Machinery stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.

Cummins and Parker-Hannifin price almost on top of each other, near 33 times earnings apiece, which is unusual enough to make the rest of the comparison interesting. The income statements do not match the multiples: Parker keeps about 17 cents of net profit per sales dollar to Cummins near 8, and earns 24% on equity to Cummins' 21% and 11% on assets to Cummins' 8%. So for the same price you are buying meaningfully more profitability in Parker, with Cummins offering the larger dividend, 1.2% to 0.7%, as the trade. Parker also converts more of its price into free cash, a 3.2% yield against 2.9%. The market has rated the two as equals; the ratios suggest it is paying the same for more.

Comparison updated 2026-06-15.

CMI vs PH: the numbers

MetricCMIPH
Price$675.92$960.77
Market cap$93.8B$123.0B
SectorIndustrial MachineryIndustrial Machinery
StageMatureMature
P/E35.135.4
P/B7.028.41
P/S2.775.86
EV/EBITDA22.124.3
Revenue growth+0.1%+6.1%
Gross margin26.7%
Operating margin11.3%22.4%
Net margin8.2%16.6%
Return on equity20.8%23.8%
Return on assets8.1%11.3%
Return on invested capital20.4%23.1%
FCF yield2.9%3.0%
Dividend yield1.1%0.7%
Debt / equity0.030.14
Current ratio1.711.13
Altman Z (solvency)4.936.52
Piotroski F (quality)6 / 98 / 9
Full CMI report → Full PH report →
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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.