Cummins vs Deere
CMI and DE side by side, both in industrial and commercial machinery and computer equipment. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CMI and DE compare
Deere is the larger company, worth 2.9 times as much as Cummins ($183B against $62.7B).
On earnings, Cummins is cheaper: it trades at 19.0× trailing earnings, against 37.7× for Deere.
Deere grew revenue faster over the last twelve months (8.0% versus 6.7% for Cummins).
Both pay dividends: Cummins yields 1.8% and Deere 0.95%.
Cummins scores higher on the StockData Score (13 against 11 for Deere), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CMI | DE |
|---|---|---|
| Size and price | ||
| Market cap | $62.7B | $183B |
| Share price | $455.40 | $678.79 |
| Change, 1 year | −4.3% | 42.0% |
| Change, 5 years | 103% | 96.1% |
| Beta (5Y) | 1.00 | 0.79 |
| Employees | 67K | 73K |
| StockData Score | ||
| Total score | 13 (better) | 11 |
| Valuation score | 2 (better) | 0 |
| Growth score | 3 (better) | 1 |
| Performance score | 1 | 4 (better) |
| Health score | 4 (better) | 2 |
| Dividend score | 3 | 4 (better) |
| Valuation | ||
| P/E | 19.0× (better) | 37.7× |
| P/S | 1.7× (better) | 3.8× |
| P/B | 4.7× (better) | 6.5× |
| EV/EBITDA | 11.9× (better) | 16.4× |
| P/FCF | 18.1× (better) | 30.4× |
| PEG | 1.78 | – |
| FCF yield | 5.5% (better) | 3.3% |
| Fair value | $519.97 | $450.66 |
| Margin of safety | 12.4% (better) | −50.6% |
| Growth | ||
| Revenue growth (TTM) | 6.7% | 8.0% (better) |
| Revenue growth, 5Y average | 11.2% (better) | 5.2% |
| Net income growth (TTM) | – | −6.4% |
| EPS growth (TTM) | 24.3% (better) | −5.9% |
| EPS growth, 5Y average | 11.3% | 16.3% (better) |
| Profitability | ||
| Gross margin | 25.9% | – |
| Operating margin | 12.5% | – |
| Net margin | – | 10.2% |
| FCF margin | 9.7% | 12.5% (better) |
| Return on equity | – | 18.3% |
| Return on invested capital | 21.4% | – |
| Financial health | ||
| Debt / equity | 0.54 (better) | 0.61 |
| Net debt / EBITDA | 0.53 (better) | 0.70 |
| Interest coverage | 14.1× | – |
| Current ratio | 1.74 | – |
| Altman Z-score | 4.28 (better) | 2.63 |
| Piotroski F-score | – | 5 |
| Dividends and buybacks | ||
| Dividend yield | 1.8% (better) | 0.95% |
| Payout ratio | – | 36.0% |
| Years of dividend growth | 8 (better) | 5 |
| Dividend growth, 5Y average | 7.7% | 15.8% (better) |
| Buyback yield | – | 0.38% |
| Shareholder yield | 1.8% (better) | 1.3% |
| Ownership | ||
| Held by institutions | 86.0% | 75.4% |
| Held by insiders | 0.30% | 0.16% |
| Insider net buying, 12 months | −$28.6M (better) | −$50.4M |
| Superinvestors holding | 1 | 4 (better) |
| Short interest, % of float | 3.2% | 2.0% |
Go deeper
- CMI stock overview
- CMI income statement
- CMI valuation and score
- DE stock overview
- DE income statement
- DE valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.