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CMI vs EMR
Which Stock Would AI Choose? Cummins Inc. (CMI) vs. Emerson Electric Co. (EMR) Stock Comparison
Key Takeaways
- CMI has delivered stronger year-to-date returns of approximately 25% compared to EMR’s 13.8%, driven by raised full-year guidance and demand in data center power and on-highway markets.
- Both stocks are scheduled to report quarterly results on August 4, with CMI expecting robust EPS growth of 14% year-over-year and EMR projecting revenue of $4.79 billion.
- Recent market activity shows CMI experiencing a pullback of roughly 9-11% over the past month, while EMR posted gains of about 7% in the same period amid analyst upgrades.
- CMI operates in engine manufacturing and power solutions with exposure to cyclical truck and industrial demand, whereas EMR focuses on industrial automation and software with growing AI integration.
- Sector positioning highlights trade-offs: CMI benefits from data center tailwinds but faces higher volatility, while EMR offers relative stability through diversified automation solutions.
- Market sentiment remains constructive for both amid broader industrial recovery themes, though CMI’s recent guidance raise provides a clearer near-term catalyst.
Introduction
This comparison examines CMI and EMR, two established industrial companies whose stocks appeal to investors seeking exposure to manufacturing, automation, and power infrastructure. Traders monitoring earnings momentum, sector rotation, and relative valuation may find the analysis useful for assessing positioning in the current market environment. The review emphasizes verifiable recent performance metrics and business fundamentals without forward-looking speculation.
CMI Overview and Recent Performance
Cummins Inc. designs, manufactures, and distributes engines, power generation systems, and related components primarily for on-highway, off-highway, and power generation applications. In recent weeks, the stock has shown resilience over broader timeframes with year-to-date gains near 25%, supported by an earlier upward revision to full-year 2026 revenue guidance citing stronger data center and North American truck demand. Recent market activity includes a pullback of approximately 9-11% over the past month amid broader sector movements, though longer-term returns remain positive with a 1-year advance exceeding 70%. Upcoming second-quarter results on August 4 are anticipated to reflect continued growth, with analysts projecting EPS of $7.33, up 14% year-over-year, and revenue of $9.33 billion. Dividend increases and consistent shareholder returns have also contributed to sentiment.
EMR Overview and Recent Performance
Emerson Electric Co. provides automation solutions, software platforms, and process management technologies across industrial, commercial, and residential markets. Recent market activity has featured steadier momentum, with the stock posting gains of roughly 7% over the past month and year-to-date returns of approximately 13.8%. Analyst upgrades and optimism around backlog have supported sentiment, alongside advancements in AI-enabled software offerings. The company is set to report third-quarter fiscal results on August 4, with consensus estimates calling for revenue of $4.79 billion and EPS of $1.68. Broader timeframe performance shows more modest 1-year returns near 5%, reflecting a comparatively stable profile within the industrial sector amid evolving automation demand.
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Head-to-Head Comparison
CMI and EMR operate in overlapping industrial spaces but differ in core drivers. CMI centers on engine and power solutions with notable sensitivity to cyclical truck markets and data center power demand, contributing to higher recent volatility and stronger year-to-date momentum. In contrast, EMR emphasizes automation software and process control, offering greater exposure to steady industrial spending and AI integration that has attracted recent analyst attention. Growth profiles contrast as well: CMI has demonstrated more pronounced recent guidance lifts tied to specific end markets, while EMR has highlighted margin and backlog stability. Risk factors include CMI’s higher cyclical exposure versus EMR’s broader diversification. Market sentiment has favored CMI on growth metrics but shown steadier support for EMR amid upgrades.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings momentum, and relative positioning, Tickeron’s AI would currently assign a higher probabilistic preference to CMI due to its stronger year-to-date performance, raised guidance, and alignment with data center demand themes. EMR remains competitive through automation stability and recent analyst support, suggesting a balanced outlook depending on individual risk tolerance and timeframe.
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 CMI is a StrongBuy and EMR 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).
CMI’s FA Score shows that 2 FA rating(s) are green whileEMR’s FA Score has 2 green FA rating(s).
- CMI’s FA Score: 2 green, 3 red.
- EMR’s FA Score: 2 green, 3 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.
CMI’s TA Score shows that 5 TA indicator(s) are bullish while EMR’s TA Score has 5 bullish TA indicator(s).
- CMI’s TA Score: 5 bullish, 4 bearish.
- EMR’s TA Score: 5 bullish, 4 bearish.
Price Growth
CMI (@Industrial Machinery) experienced а -1.91% price change this week, while EMR (@Industrial Machinery) price change was +0.82% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was +1.26%. For the same industry, the average monthly price growth was +0.32%, and the average quarterly price growth was -3.02%.
Reported Earning Dates
CMI is expected to report earnings on Oct 29, 2026.
EMR is expected to report earnings on Nov 10, 2026.
Industries' Descriptions
@Industrial Machinery (+1.26% 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.
| CMI | EMR | CMI / EMR | |
| Capitalization | 87.8B | 91.4B | 96% |
| EBITDA | 5.23B | 5.05B | 103% |
| Gain YTD | 25.772 | 24.393 | 106% |
| P/E Ratio | 32.61 | 35.84 | 91% |
| Revenue | 33.9B | 18.3B | 185% |
| Total Cash | 3.18B | 1.79B | 178% |
| Total Debt | 8.24B | 14.1B | 58% |
CMI | EMR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 74 | 47 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 50 Fair valued | 40 Fair valued | |
PROFIT vs RISK RATING 1..100 | 7 | 25 | |
SMR RATING 1..100 | 43 | 64 | |
PRICE GROWTH RATING 1..100 | 51 | 13 | |
P/E GROWTH RATING 1..100 | 11 | 44 | |
SEASONALITY SCORE 1..100 | 50 | 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.
EMR's Valuation (40) in the Electrical Products industry is in the same range as CMI (50) in the Trucks Or Construction Or Farm Machinery industry. This means that EMR’s stock grew similarly to CMI’s over the last 12 months.
CMI's Profit vs Risk Rating (7) in the Trucks Or Construction Or Farm Machinery industry is in the same range as EMR (25) in the Electrical Products industry. This means that CMI’s stock grew similarly to EMR’s over the last 12 months.
CMI's SMR Rating (43) in the Trucks Or Construction Or Farm Machinery industry is in the same range as EMR (64) in the Electrical Products industry. This means that CMI’s stock grew similarly to EMR’s over the last 12 months.
EMR's Price Growth Rating (13) in the Electrical Products industry is somewhat better than the same rating for CMI (51) in the Trucks Or Construction Or Farm Machinery industry. This means that EMR’s stock grew somewhat faster than CMI’s over the last 12 months.
CMI's P/E Growth Rating (11) in the Trucks Or Construction Or Farm Machinery industry is somewhat better than the same rating for EMR (44) in the Electrical Products industry. This means that CMI’s stock grew somewhat faster than EMR’s over the last 12 months.
| CMI | EMR | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 81% | 2 days ago 38% |
| Stochastic ODDS (%) | 2 days ago 58% | 2 days ago 55% |
| Momentum ODDS (%) | 2 days ago 67% | 2 days ago 64% |
| MACD ODDS (%) | 2 days ago 74% | 2 days ago 58% |
| TrendWeek ODDS (%) | 2 days ago 57% | 2 days ago 59% |
| TrendMonth ODDS (%) | 2 days ago 56% | 2 days ago 55% |
| Advances ODDS (%) | 11 days ago 66% | 3 days ago 60% |
| Declines ODDS (%) | 3 days ago 55% | N/A |
| BollingerBands ODDS (%) | 2 days ago 76% | 2 days ago 57% |
| Aroon ODDS (%) | 2 days ago 41% | 2 days ago 60% |
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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.