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CMI vs NPO
Which Stock Would AI Choose? Cummins Inc. (CMI) vs. Enpro Inc. (NPO) Stock Comparison
Key Takeaways
- Cummins is a large-cap power and engine leader benefiting from surging data-center power demand, while Enpro is a mid-cap industrial technology firm leveraged to semiconductor and aerospace recovery.
- Both companies reported solid recent results, but their scale, sector exposure, and growth profiles differ sharply.
- Cummins offers a mature dividend profile and cyclical truck exposure; Enpro offers higher-margin niches and a smaller, more acquisition-driven footprint.
- Relative performance and momentum favor Cummins in recent market activity, supported by raised guidance.
- Risk factors diverge: truck-cycle softness and tariffs for Cummins versus semiconductor variability and acquisition integration for Enpro.
Introduction
Investors comparing CMI and NPO are weighing two very different ways to gain exposure to industrial and technology-driven growth. Cummins Inc. is a diversified power, engine, and components giant with deep ties to commercial vehicles and, increasingly, electricity generation for data centers. Enpro Inc. (formerly EnPro Industries) is a specialized industrial technology company serving semiconductor, aerospace, biopharma, and sealing markets. This stock comparison is most relevant to investors evaluating market positioning, relative performance, and risk across cyclical large-cap industrials versus smaller, higher-margin technology-oriented peers.
CMI Overview and Recent Performance
CMI, Cummins Inc., is a global leader in power solutions operating through five segments: Engine, Components, Distribution, Power Systems, and Accelera. In recent quarters, sentiment has been shaped by a contrast between soft North American heavy- and medium-duty truck demand and sharply rising power generation sales tied to data-center buildouts. The Power Systems segment posted notable sales growth of roughly 19% in the most recent quarter, while Engine and Components segments declined as truck volumes weakened. Management raised its full-year revenue outlook to 8–11% growth, citing strengthening demand across North America on-highway and power generation markets. The company has also continued returning capital to shareholders through dividends and buybacks, reinforcing its profile as a large-cap income and industrial growth name.
NPO Overview and Recent Performance
NPO, Enpro Inc., is an industrial technology company organized into two segments: Sealing Technologies (Garlock, STEMCO, Technetics) and Advanced Surface Technologies, or AST (NxEdge, Technetics Semi, LeanTeq, Alluxa). Recent performance has been driven by strength in aerospace, food and biopharma, and precision cleaning for leading-edge semiconductor production, offsetting weakness in commercial vehicle OEM (original equipment manufacturer) demand and international industrial markets. Full-year sales grew roughly 9% organically in the mid-to-high single digits, and adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) margin held near 24%. Enpro also completed strategic acquisitions—AlpHa Measurement Solutions and Overlook Industries—while introducing 2026 guidance for 8–12% revenue growth and continued margin expansion, supported by an anticipated semiconductor recovery in the second half.
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Head-to-Head Comparison
The core contrast between these two names is scale and sector concentration. Cummins is a roughly $70-billion-market-cap diversified industrial with a dividend yield near 1.6% and a forward valuation that reflects expectations for multi-year data-center power growth. Enpro is a roughly $5–6 billion company whose value hinges on higher-margin, technology-adjacent niches, with Sealing Technologies consistently generating adjusted segment EBITDA margins above 30% and AST margins around 20%. Growth drivers differ accordingly: Cummins' upside is concentrated in electricity generation and power systems, while Enpro's is tied to semiconductor capital equipment, aerospace, and biopharma. On risk, Cummins faces truck-cycle volatility and tariff exposure, whereas Enpro carries acquisition-integration risk and customer concentration in AST. Market sentiment has leaned constructive on both, though Cummins' raised guidance and analyst consensus (a "Buy" with a higher average price target) signal stronger near-term conviction.
Tickeron AI Verdict
Based on observable factors such as trend consistency, guidance momentum, and relative positioning, Tickeron's AI would likely favor CMI in the current environment. Cummins combines a more established uptrend, a broadened catalyst in data-center power demand, and an upwardly revised outlook, all of which tend to support algorithmic trend signals. Enpro's fundamentals are improving and its semiconductor exposure offers leverage to a cyclical recovery, but its smaller scale and near-term variability in AST create a less consistent trend profile. This assessment is probabilistic rather than definitive, and positioning could shift as quarterly results and market conditions evolve.
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 Hold and NPO is a Hold.
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 47 cases over the following month. The odds of a continued upward trend are 70%.
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 20, 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 +3.85% 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%.
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 42 of 62 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 68%.
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 57%.
CMI broke above its upper Bollinger Band on October 21, 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 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 13 (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 28 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 74, 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 57 (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 74 (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 (5.810) is normal, around the industry mean (4.387). P/E Ratio (27.593) is within average values for comparable stocks, (39.178). Projected Growth (PEG Ratio) (1.044) is also within normal values, averaging (1.879). Dividend Yield (0.016) settles around the average of (0.032) among similar stocks. P/S Ratio (2.110) is also within normal values, averaging (186.943).
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.
NPO in upward trend: price may jump up because it broke its lower Bollinger Band on October 15, 2026
NPO may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 35 of 38 cases where NPO's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 90%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where NPO's RSI Oscillator exited the oversold zone, 19 of 22 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 86%.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 47 of 57 cases where NPO'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 82%.
Following a +5.37% 3-day Advance, the price is estimated to grow further. Considering data from situations where NPO advanced for three days, in 240 of 341 cases, the price rose further within the following month. The odds of a continued upward trend are 70%.
The Aroon Indicator entered an Uptrend today. In 163 of 261 cases where NPO Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 62%.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 12, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on NPO as a result. In 60 of 88 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 68%.
The Moving Average Convergence Divergence Histogram (MACD) for NPO turned negative on October 13, 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 52 similar instances when the indicator turned negative. In 41 of the 52 cases the stock turned lower in the days that followed. This puts the odds of success at 79%.
NPO moved below its 50-day moving average on October 08, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for NPO crossed bearishly below the 50-day moving average on October 16, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 14 of 19 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 74%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where NPO 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 68%.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 4 (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 21 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 74, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 55 (best 1 - 100 worst), indicating steady price growth. NPO’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 85 (best 1 - 100 worst) indicates that the company is significantly 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.
The Tickeron SMR rating for this company is 88 (best 1 - 100 worst), indicating weak sales and an unprofitable 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 94 (best 1 - 100 worst) indicates that the company is significantly 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 (3.922) is normal, around the industry mean (4.387). P/E Ratio (141.413) is within average values for comparable stocks, (39.178). Projected Growth (PEG Ratio) (1.887) is also within normal values, averaging (1.879). Dividend Yield (0.004) settles around the average of (0.032) among similar stocks. P/S Ratio (4.998) is also within normal values, averaging (186.943).
CMI | NPO | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 27 | 89 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 74 Overvalued | 94 Overvalued | |
PROFIT vs RISK RATING 1..100 | 28 | 21 | |
SMR RATING 1..100 | 44 | 88 | |
PRICE GROWTH RATING 1..100 | 57 | 55 | |
P/E GROWTH RATING 1..100 | 13 | 4 | |
SEASONALITY SCORE 1..100 | 75 | 85 |
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.
CMI's Valuation (74) in the Trucks Or Construction Or Farm Machinery industry is in the same range as NPO (94) in the Industrial Machinery industry. This means that CMI’s stock grew similarly to NPO’s over the last 12 months.
NPO's Profit vs Risk Rating (21) in the Industrial Machinery industry is in the same range as CMI (28) in the Trucks Or Construction Or Farm Machinery industry. This means that NPO’s stock grew similarly to CMI’s over the last 12 months.
CMI's SMR Rating (44) in the Trucks Or Construction Or Farm Machinery industry is somewhat better than the same rating for NPO (88) in the Industrial Machinery industry. This means that CMI’s stock grew somewhat faster than NPO’s over the last 12 months.
NPO's Price Growth Rating (55) in the Industrial Machinery industry is in the same range as CMI (57) in the Trucks Or Construction Or Farm Machinery industry. This means that NPO’s stock grew similarly to CMI’s over the last 12 months.
NPO's P/E Growth Rating (4) in the Industrial Machinery industry is in the same range as CMI (13) in the Trucks Or Construction Or Farm Machinery industry. This means that NPO’s stock grew similarly to CMI’s over the last 12 months.
| CMI | NPO | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 67% | 2 days ago 86% |
| Stochastic ODDS (%) | 2 days ago 68% | 2 days ago 82% |
| Momentum ODDS (%) | 2 days ago 65% | 2 days ago 68% |
| MACD ODDS (%) | 2 days ago 70% | 2 days ago 79% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 71% |
| TrendMonth ODDS (%) | 2 days ago 67% | 2 days ago 68% |
| Advances ODDS (%) | 2 days ago 65% | 18 days ago 70% |
| Declines ODDS (%) | 4 days ago 57% | 7 days ago 68% |
| BollingerBands ODDS (%) | 2 days ago 50% | 2 days ago 90% |
| Aroon ODDS (%) | 2 days ago 58% | 2 days ago 62% |
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).
CMI’s FA Score shows that 2 FA rating(s) are green while NPO’s FA Score has 2 green FA rating(s).
- CMI’s FA Score: 2 green, 3 red.
- NPO’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 4 TA indicator(s) are bullish while NPO’s TA Score has 5 bullish TA indicator(s).
- CMI’s TA Score: 4 bullish, 5 bearish.
- NPO’s TA Score: 5 bullish, 5 bearish.
Price Growth
CMI (@Industrial Machinery) experienced а +3.09% price change this week, while NPO (@Industrial Machinery) price change was +0.04% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was -7.89%. For the same industry, the average monthly price growth was -17.44%, and the average quarterly price growth was -22.57%.
Reported Earning Dates
CMI is expected to report earnings on Nov 05, 2026.
NPO is expected to report earnings on Nov 03, 2026.
Industries' Descriptions
@Industrial Machinery (-7.89% 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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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.
NPO and
Correlation & Price change
A.I.dvisor indicates that over the last year, NPO has been closely correlated with LECO. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if NPO jumps, then LECO could also see price increases.
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| UJUN | 39.48 | 0.15 | +0.37% |
| Innovator U.S. Equity Ultra Buffer ETF - June (UJUN) | |||
| RSMR | 24.25 | N/A | N/A |
| FT Vest U.S. Equity Equal Weight Buffer ETF - March | |||
| HFRO | 6.11 | -0.01 | -0.16% |
| Highland Opportunities and Income Fund | |||
| XLRE | 42.06 | -0.32 | -0.76% |
| State Street Real Estate Select Sector SPDR ETF (XLRE) | |||
| REIT | 28.47 | -0.22 | -0.76% |
| ALPS Active REIT ETF (REIT) | |||