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ATMU vs CMI
Which Stock Would AI Choose? Atmus Filtration Technologies (ATMU) vs. Cummins Inc. (CMI) Stock Comparison
Key Takeaways
- Scale and diversification diverge sharply: CMI (Cummins Inc.) is a diversified power-solutions leader with a market capitalization near $69 billion, while ATMU (Atmus Filtration Technologies) is a focused filtration pure-play valued around $3.7 billion.
- Growth catalysts differ: CMI is riding secular data-center power-generation demand, whereas ATMU depends on commercial-vehicle and off-highway equipment cycles.
- Recent momentum has cooled for both: CMI pulled back sharply from recent highs over the past quarter, while ATMU remains below its 52-week high despite steady execution.
- Tickeron AI Verdict: CMI is the favored ticker, reflecting its broader diversification, stronger secular catalyst, and larger, more stable market positioning.
- Explore ATMU Major News and ATMU Today's Price Move, plus CMI Major News and CMI Today's Price Move, for up-to-date information on each ticker.
- Discover how automated strategies interpret these and other stocks by browsing Trending AI Robots.
Introduction
Investors comparing ATMU and CMI are, in effect, comparing two linked industrial franchises. Atmus Filtration Technologies was spun off from Cummins, and the two retain deep commercial ties even as they now operate independently. This stock comparison is relevant for investors weighing a focused, smaller-cap supplier against a diversified industrial giant, and for traders assessing relative performance across the machinery and transportation ecosystem. Because the companies share exposure to commercial-vehicle and off-highway cycles yet differ in scale, catalysts, and risk profile, examining their market positioning side by side offers a useful lens on both cyclical and secular investment themes.
ATMU Overview and Recent Performance
ATMU, or Atmus Filtration Technologies Inc., designs, manufactures, and sells filtration and coolant products, primarily under the Fleetguard brand, for on-highway commercial vehicles and off-highway agriculture, construction, mining, and power-generation equipment. Headquartered in Nashville, Tennessee, it operates as a small-cap industrial with annual revenue near $1.9 billion.
In recent weeks, ATMU has traded below its 52-week high while holding above its 52-week low, reflecting a challenging demand environment in certain end markets. The company has nonetheless reported resilient execution, with analyst notes citing upgraded guidance and earnings beats in recent quarters. Its price-to-earnings (P/E) ratio in the mid-to-high teens and a modest dividend yield point to a valuation that is neither aggressive nor distressed. Sentiment has been supported by a consensus "Strong Buy" rating and price targets well above recent trading levels, though a higher beta underscores greater volatility than the broader market.
CMI Overview and Recent Performance
CMI, or Cummins Inc., is a diversified provider of engines, power systems, components, and distribution services, organized across five segments including its Accelera clean-energy business. With annual revenue exceeding $34 billion and a market capitalization near $69 billion, it is among the largest players in the commercial and industrial power sector.
Recent market activity has been mixed for CMI. The stock pulled back meaningfully over the past quarter even as its longer-term performance remains positive, with data-center power demand and a record Power Systems segment acting as key bright spots. North American heavy- and medium-duty truck demand has softened, pressuring the Engine and Components segments, while tariff and compensation costs have weighed on margins. A consistent dividend yield above 1.7% and a large analyst "Buy" consensus with an average price target well above recent prices indicate that many observers view the pullback as a reset within a durable secular growth story.
Trending AI Robots
Tickeron maintains a large library of AI Trading Bots that collectively trade thousands of different tickers across varied timeframes, strategies, and risk profiles. Rather than surfacing every available bot, Tickeron curates only the strongest performers into its Trending AI Robots section, where bots are selected for their suitability to current market conditions. These automated systems differ in trading style, from swing and momentum strategies to longer-horizon approaches, and they publish detailed performance statistics so users can evaluate track records and underlying logic. For traders seeking a data-driven complement to fundamental analysis of names like ATMU and CMI, reviewing the Trending AI Robots page offers a structured way to explore automated signals that match an individual strategy and timeframe.
Head-to-Head Comparison
The core contrast between ATMU and CMI is one of focus versus breadth. ATMU is a concentrated filtration supplier whose fortunes hinge on fleet activity and equipment utilization across trucking and off-highway markets. CMI, by comparison, spans engines, power generation, components, distribution, and clean-energy technologies, providing more diversified revenue streams.
Growth drivers also diverge. CMI benefits from a structural tailwind in data-center and backup-power demand, with order visibility extending years out. ATMU leans more heavily on aftermarket replacement cycles and emission-driven filtration content. On risk, ATMU carries a smaller balance sheet and higher relative debt-to-equity, while CMI faces margin pressure from tariffs and compensation costs and ongoing losses in its Accelera segment. Market sentiment favors both on an analyst basis, but CMI offers greater liquidity, scale, and dividend support, whereas ATMU presents higher beta and a more cyclical, concentrated exposure.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would currently lean toward CMI. The reasoning centers on trend consistency and diversification: CMI pairs a resilient, secular data-center power catalyst with multiple revenue streams and a stronger liquidity profile, features that tend to support more stable relative positioning even amid a near-term pullback. ATMU shows attractive valuation and analyst conviction, but its higher beta, concentrated end-market exposure, and smaller scale introduce greater cyclical sensitivity. This assessment is probabilistic rather than definitive, reflecting a preference for the broader, more diversified franchise under current conditions rather than a forecast of specific future returns.
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 StrongBuy and CMI is a Buy.
Momentum Indicator for ATMU turns positive, indicating new upward trend
ATMU saw its Momentum Indicator move above the 0 level on October 21, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 61 similar instances where the indicator turned positive. In 51 of the 61 cases, the stock moved higher in the following days. The odds of a move higher are at 84%.
Technical Analysis (Indicators)
Bullish Trend Analysis
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 21 of 28 cases over the following month. The odds of a continued upward trend are 75%.
ATMU moved above its 50-day moving average on October 29, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +3.24% 3-day Advance, the price is estimated to grow further. Considering data from situations where ATMU advanced for three days, in 158 of 215 cases, the price rose further within the following month. The odds of a continued upward trend are 73%.
Bearish Trend Analysis
The RSI Oscillator demonstrated that the stock has entered the overbought zone. This may point to a price pull-back soon.
The Stochastic Oscillator has been in the overbought zone for 2 days. Expect a price pull-back in the near future.
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 59%.
ATMU broke above its upper Bollinger Band on November 02, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for ATMU entered a downward trend on October 14, 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 Price Growth Rating for this company is 58 (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 PE Growth Rating for this company is 66 (best 1 - 100 worst), pointing to average 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 68 (best 1 - 100 worst) indicates that the company is slightly overvalued 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 (8.551) is normal, around the industry mean (0.753). P/E Ratio (18.122) is within average values for comparable stocks, (40.047). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (1.494). Dividend Yield (0.005) settles around the average of (0.042) among similar stocks. P/S Ratio (1.917) is also within normal values, averaging (49.456).
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 90, placing this stock worse than average.
CMI's RSI Oscillator ascending out of oversold territory
The RSI Indicator for CMI moved out of oversold territory on September 29, 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 21 similar instances when the indicator left oversold territory. In 16 of the 21 cases the stock moved higher. This puts the odds of a move higher at 76%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the oversold zone for 1 day, which means it's wise to expect a price bounce in the near future.
Following a +1.77% 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.
The Aroon Indicator entered an Uptrend today. In 188 of 309 cases where CMI Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 61%.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 29, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on CMI as a result. In 50 of 84 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 60%.
The Moving Average Convergence Divergence Histogram (MACD) for CMI turned negative on October 30, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 48 similar instances when the indicator turned negative. In 27 of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at 56%.
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 57%.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 20 (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 Profit vs. Risk Rating rating for this company is 35 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 74, placing this stock slightly 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 61 (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 Valuation Rating of 71 (best 1 - 100 worst) indicates that the company is slightly overvalued 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 (5.364) is normal, around the industry mean (4.069). P/E Ratio (25.476) is within average values for comparable stocks, (37.908). Projected Growth (PEG Ratio) (1.044) is also within normal values, averaging (1.879). Dividend Yield (0.018) settles around the average of (0.031) among similar stocks. P/S Ratio (2.110) is also within normal values, averaging (186.943).
CMI | ||
|---|---|---|
OUTLOOK RATING 1..100 | 28 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 35 | |
SMR RATING 1..100 | 44 | |
PRICE GROWTH RATING 1..100 | 61 | |
P/E GROWTH RATING 1..100 | 20 | |
SEASONALITY SCORE 1..100 | 50 |
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 59% | 6 days ago 76% |
| Stochastic ODDS (%) | 2 days ago 45% | 2 days ago 60% |
| Momentum ODDS (%) | 2 days ago 84% | 2 days ago 60% |
| MACD ODDS (%) | 2 days ago 75% | 2 days ago 56% |
| TrendWeek ODDS (%) | 2 days ago 77% | 2 days ago 58% |
| TrendMonth ODDS (%) | 2 days ago 70% | 2 days ago 59% |
| Advances ODDS (%) | 6 days ago 73% | 7 days ago 65% |
| Declines ODDS (%) | 9 days ago 59% | 5 days ago 57% |
| BollingerBands ODDS (%) | 2 days ago 50% | 2 days ago 61% |
| Aroon ODDS (%) | 2 days ago 70% | 2 days ago 61% |
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 1 green FA rating(s).
- ATMU’s FA Score: 1 green, 4 red.
- CMI’s FA Score: 1 green, 4 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 4 TA indicator(s) are bullish while CMI’s TA Score has 5 bullish TA indicator(s).
- ATMU’s TA Score: 4 bullish, 5 bearish.
- CMI’s TA Score: 5 bullish, 3 bearish.
Price Growth
ATMU (@Auto Parts: OEM) experienced а +7.20% price change this week, while CMI (@Industrial Machinery) price change was -4.12% for the same time period.
The average weekly price growth across all stocks in the @Auto Parts: OEM industry was -1.19%. For the same industry, the average monthly price growth was -8.84%, and the average quarterly price growth was -19.31%.
The average weekly price growth across all stocks in the @Industrial Machinery industry was +1.43%. For the same industry, the average monthly price growth was -12.31%, and the average quarterly price growth was -18.52%.
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 (-1.19% 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 (+1.43% 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% | +4.31% | ||
| PH - ATMU | 73% Closely correlated | +3.16% | ||
| DOV - ATMU | 69% Closely correlated | +3.93% | ||
| ITT - ATMU | 68% Closely correlated | +1.72% | ||
| CMI - ATMU | 67% Closely correlated | +0.10% | ||
| DCI - ATMU | 67% Closely correlated | +2.86% | ||
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CMI and
Correlation & Price change
A.I.dvisor indicates that over the last year, CMI has been closely correlated with ETN. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if CMI jumps, then ETN could also see price increases.