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ATMU vs CMI
Which Stock Would AI Choose? Atmus Filtration Technologies (ATMU) vs. Cummins (CMI) Stock Comparison
Key Takeaways
- ATMU is a pure-play filtration business spun off from Cummins in 2023, while CMI is a diversified global power leader spanning engines, components, distribution, power systems, and electrification.
- Cummins carries a market capitalization of roughly $72.7 billion versus about $3.7 billion for Atmus, making this a large-cap versus small-cap comparison with very different risk and liquidity profiles.
- Over the past year, CMI's relative performance has been notably stronger (up roughly 24%) compared with ATMU's modest single-digit gain and a double-digit year-to-date decline.
- Cummins is benefiting from surging data-center and power-generation demand, while Atmus remains more closely tied to replacement-driven filtration demand across commercial and industrial vehicle fleets.
- Both companies share a historical link to heavy-duty trucking cycles, but their recent momentum, catalysts, and sentiment have diverged meaningfully.
Introduction
Atmus Filtration Technologies and Cummins Inc. are two industrials with intertwined histories yet sharply different market positions. Atmus was separated from Cummins in 2023, making this stock comparison particularly instructive for investors weighing a focused, smaller-cap filtration name against its former parent's diversified power platform. Traders and longer-term investors alike may find the contrast useful: Atmus offers concentrated exposure to aftermarket and original-equipment filtration demand, while Cummins spans engine manufacturing, components, distribution, and fast-growing power-generation markets. Understanding how each company's business model, growth drivers, and market positioning compare can clarify which profile better suits different risk appetites and sector views.
ATMU Overview and Recent Performance
ATMU, or Atmus Filtration Technologies, designs, manufactures, and sells filtration products under the Fleetguard brand, including fuel, lube, air, crankcase ventilation, and hydraulic filters for commercial vehicles and industrial applications. Following its 2023 spin-off from Cummins, the company has built a global footprint serving original equipment manufacturers (OEMs), dealers, and end users across transportation, agriculture, construction, mining, and power generation.
Recent market activity has been mixed. Atmus closed full-year 2025 with solid fundamentals—sales of roughly $1.76 billion, net income near $207 million, and adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) of about $354 million, implying margins around 20%. However, shares have pulled back from their 52-week high, trading in the mid-$40s after earlier topping $66. The stock has posted a negative year-to-date return and a roughly mid-single-digit gain over the trailing year. Softer sentiment appears tied to cyclical industrial demand concerns and the broader shift toward electric vehicles, even as replacement demand for filtration remains relatively steady.
CMI Overview and Recent Performance
CMI, or Cummins Inc., is a diversified power leader headquartered in Columbus, Indiana, operating five segments: Engine, Components, Distribution, Power Systems, and Accelera (its electrification and zero-emissions unit). The company generated roughly $33.7 billion in 2025 sales and employs approximately 67,400 people worldwide.
Cummins has delivered comparatively stronger momentum. In the most recent quarter, revenue rose about 9% year over year to a record level, driven in large part by a 19% increase in its Power Systems segment tied to surging data-center backup and prime-power demand. Management has repeatedly raised full-year revenue and profitability guidance, citing strength in North American on-highway markets, China, and power generation. Shares have returned roughly 24% over the trailing year and hold a solidly positive year-to-date performance, though the stock remains below its 52-week high after recent volatility. Sentiment has been shaped by the dual forces of a recovering truck cycle and rapidly expanding AI-related electricity demand.
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Head-to-Head Comparison
The core contrast between these two names is scale and diversification. Cummins operates across multiple powertrain and power-generation markets, giving it a breadth of demand drivers—including data centers, China, and international construction—that can offset weakness in any single segment. Atmus, by contrast, is a focused filtration specialist whose fortunes are more tightly linked to fleet replacement cycles and OEM production volumes.
Growth drivers also diverge. Cummins' most visible catalyst is AI-driven electricity demand, which has lifted Power Systems revenue and margins and prompted multiple guidance increases. Atmus' growth is steadier and more replacement-driven, supported by durable aftermarket demand but lacking a comparably powerful secular tailwind.
On risk factors, Atmus carries a beta (a measure of price volatility relative to the market) above 1.0, reflecting higher relative volatility typical of small caps, alongside exposure to the longer-term electric-vehicle transition. Cummins faces cyclical truck-market exposure and ongoing losses in its Accelera segment, but benefits from lower volatility, a diversified revenue base, and a larger, more established dividend. In short, CMI offers broader, momentum-rich exposure, while ATMU represents a more concentrated value-oriented play on industrial filtration.
Tickeron AI Verdict
Based on observable trend consistency, stability, and relative positioning, Tickeron's AI would likely favor CMI in the current environment. Cummins exhibits more consistent positive momentum over the trailing year, stronger recent catalysts in the form of data-center and power-generation demand, and the stability that comes from a diversified, large-cap franchise with consistent earnings growth. Atmus' solid margins and steady replacement demand are constructive, but its negative year-to-date trend and greater cyclical sensitivity present a less compelling setup for momentum-oriented models at present. This assessment is probabilistic rather than definitive—market conditions can shift quickly, and AI models may update their preferences as new price and fundamental data arrive.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ATMU is a Hold and CMI is a Hold.
ATMU's RSI Indicator recovers from oversold territory
The RSI Indicator for ATMU moved out of oversold territory on October 01, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 17 similar instances when the indicator left oversold territory. In 16 of the 17 cases the stock moved higher. This puts the odds of a move higher at 90%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 26 of 41 cases where ATMU's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 63%.
The Moving Average Convergence Divergence (MACD) for ATMU just turned positive on October 13, 2026. Looking at past instances where ATMU's MACD turned positive, the stock continued to rise in 23 of 28 cases over the following month. The odds of a continued upward trend are 82%.
Following a +2.22% 3-day Advance, the price is estimated to grow further. Considering data from situations where ATMU advanced for three days, in 158 of 214 cases, the price rose further within the following month. The odds of a continued upward trend are 74%.
ATMU may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 07, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on ATMU as a result. In 29 of 61 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 48%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where ATMU declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 57%.
The Aroon Indicator for ATMU entered a downward trend on October 13, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 19 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 58 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (7.899) is normal, around the industry mean (6.969). P/E Ratio (16.874) is within average values for comparable stocks, (71.549). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (1.471). Dividend Yield (0.005) settles around the average of (0.011) among similar stocks. P/S Ratio (1.917) is also within normal values, averaging (49.084).
The Tickeron PE Growth Rating for this company is 58 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 63 (best 1 - 100 worst), indicating steady price growth. ATMU’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. ATMU’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 88, placing this stock worse than average.
CMI's MACD Histogram just turned positive
The Moving Average Convergence Divergence (MACD) for CMI turned positive on September 21, 2026. Looking at past instances where CMI's MACD turned positive, the stock continued to rise in 33 of 48 cases over the following month. The odds of a continued upward trend are 69%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where CMI's RSI Oscillator exited the oversold zone, 14 of 21 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 67%.
The Momentum Indicator moved above the 0 level on October 12, 2026. You may want to consider a long position or call options on CMI as a result. In 55 of 85 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 65%.
Following a +1.14% 3-day Advance, the price is estimated to grow further. Considering data from situations where CMI advanced for three days, in 218 of 333 cases, the price rose further within the following month. The odds of a continued upward trend are 65%.
CMI may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 39 of 63 cases where CMI's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 62%.
The 50-day moving average for CMI moved below the 200-day moving average on September 23, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CMI declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 56%.
The Aroon Indicator for CMI entered a downward trend on October 12, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 15 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 27 (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (5.549) is normal, around the industry mean (5.342). P/E Ratio (26.474) is within average values for comparable stocks, (66.065). Projected Growth (PEG Ratio) (1.044) is also within normal values, averaging (1.879). Dividend Yield (0.016) settles around the average of (0.014) among similar stocks. P/S Ratio (2.110) is also within normal values, averaging (186.943).
The Tickeron Profit vs. Risk Rating rating for this company is 30 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 75, placing this stock better than average.
The Tickeron SMR rating for this company is 44 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 59 (best 1 - 100 worst), indicating steady price growth. CMI’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
CMI | ||
|---|---|---|
OUTLOOK RATING 1..100 | 22 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 27 Undervalued | |
PROFIT vs RISK RATING 1..100 | 30 | |
SMR RATING 1..100 | 44 | |
PRICE GROWTH RATING 1..100 | 59 | |
P/E GROWTH RATING 1..100 | 15 | |
SEASONALITY SCORE 1..100 | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| ATMU | CMI | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 2 days ago 67% |
| Stochastic ODDS (%) | 2 days ago 63% | 2 days ago 62% |
| Momentum ODDS (%) | 2 days ago 48% | 2 days ago 65% |
| MACD ODDS (%) | 2 days ago 82% | 2 days ago 69% |
| TrendWeek ODDS (%) | 2 days ago 66% | 2 days ago 60% |
| TrendMonth ODDS (%) | 2 days ago 69% | 2 days ago 61% |
| Advances ODDS (%) | 2 days ago 74% | 2 days ago 65% |
| Declines ODDS (%) | 7 days ago 57% | 21 days ago 56% |
| BollingerBands ODDS (%) | 2 days ago 65% | 2 days ago 59% |
| Aroon ODDS (%) | 2 days ago 62% | 2 days ago 54% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ATMU’s FA Score shows that 1 FA rating(s) are green while CMI’s FA Score has 3 green FA rating(s).
- ATMU’s FA Score: 1 green, 4 red.
- CMI’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ATMU’s TA Score shows that 5 TA indicator(s) are bullish while CMI’s TA Score has 5 bullish TA indicator(s).
- ATMU’s TA Score: 5 bullish, 3 bearish.
- CMI’s TA Score: 5 bullish, 4 bearish.
Price Growth
ATMU (@Auto Parts: OEM) experienced а -4.79% price change this week, while CMI (@Industrial Machinery) price change was -1.11% for the same time period.
The average weekly price growth across all stocks in the @Auto Parts: OEM industry was -2.93%. For the same industry, the average monthly price growth was -9.59%, and the average quarterly price growth was -16.75%.
The average weekly price growth across all stocks in the @Industrial Machinery industry was -7.55%. For the same industry, the average monthly price growth was -8.05%, and the average quarterly price growth was -16.76%.
Reported Earning Dates
ATMU is expected to report earnings on Nov 06, 2026.
CMI is expected to report earnings on Nov 05, 2026.
Industries' Descriptions
@Auto Parts: OEM (-2.93% weekly)OEM or Original Equipment Manufacturer of auto parts refers to the original producer of a vehicles components, and so OEM car parts are usually identical to the parts used in producing the vehicle in the first place. OEM parts tend to fit the specifications of a particular model, and their compatibility is often guaranteed by the automaker itself. OEM parts could be more expensive to buy (compared to other vendors’ products) when a consumer goes for replacement. However, increased competition from aftermarket parts/third-party vendors could, in some cases, keep EOM prices in check. The industry might progress further in adopting newer technologies like 3D printing to boost supply chain performance and quality. Aptiv PLC, Magna International Inc. and BorgWarner Inc. are major OEMs for autos.
@Industrial Machinery (-7.55% weekly)The industry makes and maintains machines for consumers, the industry, and most other companies. While it has traditionally been categorized as heavy industry, some smaller companies are also branching into the light category. The industry is pivotal in providing the equipment for production in businesses like agriculture, mining, industry and construction, gas, electricity and water utilities. It also supplies supporting equipment for almost all sectors of the economy, such as equipment for heating, and air conditioning of buildings. Illinois Tool Works Inc., Parker-Hannifin Corporation and Rockwell Automation Inc are some of the major U.S. companies operating in this industry.
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ATMU and
Correlation & Price change
A.I.dvisor indicates that over the last year, ATMU has been closely correlated with PH. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if ATMU jumps, then PH could also see price increases.
| Ticker / NAME | Correlation To ATMU | 1D Price Change % | ||
|---|---|---|---|---|
| ATMU | 100% | +1.55% | ||
| PH - ATMU | 73% Closely correlated | -0.36% | ||
| DOV - ATMU | 69% Closely correlated | +0.84% | ||
| ITT - ATMU | 68% Closely correlated | -0.12% | ||
| CMI - ATMU | 67% Closely correlated | +0.28% | ||
| DCI - ATMU | 67% Closely correlated | +0.80% | ||
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