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ATMU vs CMI
Which Stock Would AI Choose? Atmus Filtration Technologies Inc. (ATMU) vs. Cummins Inc. (CMI) Stock Comparison
Key Takeaways
- CMI demonstrates superior year-to-date performance at approximately 29%, outpacing ATMU's 1.5% gain amid recent market volatility.
- ATMU reported stronger quarterly revenue growth of 14.6% year-over-year in Q1 2026, surpassing estimates, though shares declined post-earnings.
- CMI offers a higher dividend yield of 1.19% with recent increases, appealing to income-focused investors, compared to ATMU's 0.42%.
- Both stocks operate in the industrial sector, with CMI benefiting from broader powertrain exposure and ATMU specializing in filtration solutions originally spun off from Cummins.
- CMI trades at a higher P/E ratio (price-to-earnings) of 32.07 versus ATMU's 21.06, reflecting greater market expectations for growth.
Introduction
In the industrial and power systems sector, ATMU and CMI offer distinct opportunities for traders and investors tracking manufacturing, engines, and filtration trends. Atmus Filtration Technologies, a recent spin-off from Cummins, focuses on specialized filtration products, while Cummins provides comprehensive powertrain solutions. This stock comparison analyzes their recent market positioning, performance metrics, and growth drivers, aiding decisions in a volatile environment influenced by tariffs, acquisitions, and earnings cycles. Investors seeking relative performance insights in industrials will find value in evaluating momentum, valuations, and sector tailwinds.
ATMU Overview and Recent Performance
Atmus Filtration Technologies Inc. (ATMU) designs and manufactures filtration solutions for engines and industrial applications, serving global on-highway, off-highway, and aviation markets. With a market capitalization of about $4.3 billion, the company has navigated recent market activity with volatility. Shares have declined roughly 12% over the past month and 13% in three months, trading near $52.65 within a 52-week range of $34.58 to $66.50. In recent weeks, Q1 2026 results exceeded expectations, posting $477.5 million in revenue (up 14.6% year-over-year) and earnings of $56.58 million, bolstered by industrial acquisitions. However, tariff shifts and market uncertainties tempered sentiment, contributing to post-earnings pressure despite a high ROE (return on equity) of 63.13%. Dividend yield stands at 0.42%, with quarterly payouts recently declared.
CMI Overview and Recent Performance
Cummins Inc. (CMI) is a leading provider of diesel, natural gas, electric, and hybrid powertrains, with operations spanning engines, components, and distribution. Boasting a $90.9 billion market cap, CMI has shown robust momentum in recent market activity. Shares have risen about 19% over the past month and 10% in three months, closing at $657.44 in a 52-week range of $290.73 to $674.75. Year-to-date gains reach 29%, driven by strong EPS (earnings per share) growth of 41.9% quarterly. Ahead of Q1 2026 earnings on May 5, analysts note mixed signals including insider sales, yet recent dividend hikes to $2.00 quarterly support a 1.19% yield. Lower debt-to-equity at 60.52% enhances stability relative to peers.
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Head-to-Head Comparison
ATMU and CMI share industrial roots—Atmus as a filtration specialist post-spin-off—but diverge in scale and focus. Cummins’ diversified powertrain model drives broader growth catalysts like electrification shifts, contrasting Atmus’ niche in high-performance filters amid supply chain demands. Recent momentum favors CMI with positive monthly gains versus ATMU’s declines, though Atmus shows superior revenue acceleration. Valuation trade-offs include CMI’s premium P/E reflecting stability (PEG 1.80) against ATMU’s value tilt but elevated debt (262% debt-to-equity). Risk factors: ATMU faces tariff exposure; CMI navigates insider sales and EPS expectations. Market sentiment leans toward Cummins’ size and yield in uncertain conditions.
Tickeron AI Verdict
Tickeron’s AI analysis, grounded in trend consistency and relative metrics, currently leans toward CMI. Superior YTD gains, recent upward momentum, lower leverage, and dividend reliability position it favorably amid sector rotations, while ATMU’s earnings strength offers catch-up potential if uncertainties ease. This probabilistic edge reflects observable stability over short-term volatility.
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 Disclaimers and Limitations.
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 StrongBuy.
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 undervalued. 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 3 FA rating(s) are green whileCMI’s FA Score has 3 green FA rating(s).
- ATMU’s FA Score: 3 green, 2 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 4 TA indicator(s) are bullish while CMI’s TA Score has 5 bullish TA indicator(s).
- ATMU’s TA Score: 4 bullish, 3 bearish.
- CMI’s TA Score: 5 bullish, 4 bearish.
Price Growth
ATMU (@Auto Parts: OEM) experienced а +8.47% price change this week, while CMI (@Industrial Machinery) price change was +1.28% for the same time period.
The average weekly price growth across all stocks in the @Auto Parts: OEM industry was +1.43%. For the same industry, the average monthly price growth was +3.36%, and the average quarterly price growth was +11.54%.
The average weekly price growth across all stocks in the @Industrial Machinery industry was +1.88%. For the same industry, the average monthly price growth was +0.62%, and the average quarterly price growth was +4.30%.
Reported Earning Dates
ATMU is expected to report earnings on Aug 06, 2026.
CMI is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Auto Parts: OEM (+1.43% 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 (+1.88% 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.
| ATMU | CMI | ATMU / CMI | |
| Capitalization | 4.07B | 91B | 4% |
| EBITDA | 344M | 5.23B | 7% |
| Gain YTD | -3.875 | 30.057 | -13% |
| P/E Ratio | 19.53 | 34.26 | 57% |
| Revenue | 1.83B | 33.9B | 5% |
| Total Cash | 210M | 3.18B | 7% |
| Total Debt | 1.06B | 8.24B | 13% |
CMI | ||
|---|---|---|
OUTLOOK RATING 1..100 | 73 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 27 Undervalued | |
PROFIT vs RISK RATING 1..100 | 6 | |
SMR RATING 1..100 | 42 | |
PRICE GROWTH RATING 1..100 | 41 | |
P/E GROWTH RATING 1..100 | 9 | |
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 (%) | 3 days ago 90% | 3 days ago 57% |
| Stochastic ODDS (%) | 3 days ago 44% | 3 days ago 64% |
| Momentum ODDS (%) | 3 days ago 87% | 3 days ago 63% |
| MACD ODDS (%) | 3 days ago 80% | 3 days ago 46% |
| TrendWeek ODDS (%) | 3 days ago 77% | 3 days ago 65% |
| TrendMonth ODDS (%) | 3 days ago 68% | 3 days ago 55% |
| Advances ODDS (%) | 3 days ago 75% | 3 days ago 65% |
| Declines ODDS (%) | 10 days ago 54% | 5 days ago 54% |
| BollingerBands ODDS (%) | N/A | 3 days ago 66% |
| Aroon ODDS (%) | 3 days ago 68% | 3 days ago 62% |
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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% | +3.36% | ||
| PH - ATMU | 73% Closely correlated | +0.12% | ||
| DOV - ATMU | 69% Closely correlated | -0.50% | ||
| ITT - ATMU | 68% Closely correlated | +2.23% | ||
| CMI - ATMU | 67% Closely correlated | +0.59% | ||
| DCI - ATMU | 67% Closely correlated | +1.18% | ||
More | ||||
CMI and
Correlation & Price change
A.I.dvisor indicates that over the last year, CMI has been closely correlated with DOV. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if CMI jumps, then DOV could also see price increases.