Cummins Inc vs GE Vernova Inc

Cummins Inc (CMI) is slightly overvalued and we do not publish a verdict for GE Vernova Inc (GEV).

We publish an intrinsic value for CMI but not for GEV, so the two cannot be ranked on price.

Values as of the 22 Sept 2026 close.

Cummins Inc (CMI)

Discounting its cash flows at 10.3% (average of 3 methods) values the shares at $475.37; the price of $526.13 is 11% above that value, and 73% of that value comes from beyond year five.

Leak Score 46/100 on 10 of 12 signals

GE Vernova Inc (GEV)

We do not publish a value for this company: it has no growth history of its own to project.

Leak Score 37/100 on 6 of 12 signals

MetricCMIGEV
VerdictSlightly overvaluedNot valued
Price$526.13$950.28
Intrinsic value$475.37
Margin of safety-11%
Leak Score46/100 (10/12)37/100 (6/12)
Market cap$72.4B$253.1B
Revenue growth, 5 years11.2%
Operating margin11.4%5.3%
Net margin7.8%23.1%
Return on equity22.0%91.5%
Debt to equity0.640.24
P/E26.9x27.2x
Forward P/E15.2x38.7x
P/B5.6x21.2x
Dividend yield1.7%0.2%

All stocks in Specialty Industrial Machinery