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CMI or DOV or PH
Which Stock Would AI Choose? Cummins Inc. (CMI) vs. Dover Corporation (DOV) vs. Parker-Hannifin Corporation (PH) Stock Comparison
Key Takeaways
- CMI leads with exceptional YTD gains of over 32% and 127% over one year, fueled by strong Q1 earnings and raised guidance amid data center demand.
- DOV shows steady growth with 13-15% YTD returns and robust Q1 revenue up 10%, supported by diversified industrial segments.
- PH delivers record Q3 sales and EPS, with aerospace driving momentum, though YTD performance trails peers at around 1%.
- All three stocks trade at premium valuations (PE ratios ~32x), reflecting industrials sector strength, but CMI's momentum stands out.
- Analyst consensus leans "Moderate Buy" across the board, with recent price target upgrades post-earnings.
- Dividend yields remain attractive, with CMI at ~1.2%, appealing for income-focused investors in a volatile market.
Introduction
This stock comparison examines CMI, DOV, and PH, three leaders in the industrials sector specializing in engines, engineered products, and motion control technologies. These companies benefit from rising demand in power systems, aerospace, and manufacturing amid economic recovery and infrastructure spending. Traders seeking momentum plays and investors eyeing long-term industrials exposure will find value in analyzing their recent earnings beats, relative performance, and market positioning for informed portfolio decisions.
CMI Overview and Recent Performance
Cummins Inc. (CMI) is a global power technology leader designing diesel, natural gas, and electrified powertrains, serving heavy-duty trucks, construction, and power generation markets. In recent market activity, CMI stock surged over 2.7% in a single session following Q1 2026 earnings of $8.4 billion in revenue (up 3% YoY) and adjusted EPS of $6.15, beating expectations. The company raised full-year guidance, driven by surging data center power demand and a strategic shift to zero-emission technologies after divesting its fuel cell business. Year-to-date returns exceed 32%, with one-year gains near 127%, outpacing the S&P 500. Positive sentiment stems from strong operating results and $519 million returned to shareholders, though valuation at a trailing PE of ~32x reflects high expectations.
DOV Overview and Recent Performance
Dover Corporation (DOV) manufactures equipment, components, and digital solutions for vehicle aftermarket, clean energy, imaging, pumps, and climate technologies. Recent weeks saw DOV advance amid Q1 2026 results showing $2.05 billion revenue (up 10.1% YoY organically 5%) and adjusted EPS of $2.28, surpassing forecasts. The firm reaffirmed 2026 EPS guidance of $10.45–$10.65, with analysts lifting price targets on segment demand. YTD performance hovers at 13-15%, with one-year returns around 29-30%, supported by free cash flow generation and 70 years of dividend growth. Market sentiment benefits from portfolio repositioning toward high-growth platforms, though organic growth trails some peers slightly.
PH Overview and Recent Performance
Parker-Hannifin Corporation (PH) excels in motion and control technologies for aerospace, industrial, and energy applications through its Diversified Industrial and Aerospace Systems segments. In recent market activity, PH reported record fiscal Q3 2026 sales of $5.5 billion (up 11%, organic +6.5%) and adjusted EPS of $8.18 (up 18%), with year-to-date operating cash flow at a record $2.6 billion. Orders rose 9%, bolstering a $12.5 billion backlog, led by 15.5% aerospace growth. Despite trimming some guidance on automotive softness, the stock reflects three-year returns over 170%. Sentiment is buoyed by margin expansion to 26.7% in aerospace, though YTD lags at ~1% amid broader sector rotation.
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Head-to-Head Comparison
CMI, DOV, and PH operate in overlapping industrials niches but diverge in focus: CMI emphasizes powertrains with engine and Accelera electrification exposure; DOV offers diversified engineered products across clean energy and pumps; PH leads in aerospace motion controls (26.7% margins). Growth drivers include CMI's data centers, DOV's order backlog, and PH's $12.5B aerospace orders. Recent momentum favors CMI (127% 1-yr return) over DOV (30%) and PH (43%), with all sharing ~32x PE valuations sensitive to rates. Risks encompass CMI's emissions regulations, DOV's organic slowdowns, and PH's automotive cycles. Sector exposure tilts PH toward defense, boosting sentiment amid geopolitical tensions.
Tickeron AI Verdict
Tickeron’s AI currently favors CMI due to superior trend consistency, with 32% YTD and 127% one-year returns, backed by earnings beats and raised outlook on power systems demand. While PH shows aerospace catalysts and DOV stability, CMI's relative positioning offers higher probabilistic upside in the near term based on momentum and analyst upgrades.
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. Disclaimers and Limitations
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 3 FA rating(s) are green whileDOV’s FA Score has 0 green FA rating(s), and PH’s FA Score reflects 2 green FA rating(s).
- CMI’s FA Score: 3 green, 2 red.
- DOV’s FA Score: 0 green, 5 red.
- PH’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 3 TA indicator(s) are bullish while DOV’s TA Score has 5 bullish TA indicator(s), and PH’s TA Score reflects 5 bullish TA indicator(s).
- CMI’s TA Score: 3 bullish, 4 bearish.
- DOV’s TA Score: 5 bullish, 4 bearish.
- PH’s TA Score: 5 bullish, 5 bearish.
Price Growth
CMI (@Industrial Machinery) experienced а +2.50% price change this week, while DOV (@Industrial Machinery) price change was -4.12% , and PH (@Industrial Machinery) price fluctuated -1.83% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was -1.68%. For the same industry, the average monthly price growth was +3.07%, and the average quarterly price growth was +17.53%.
Reported Earning Dates
CMI is expected to report earnings on Aug 04, 2026.
DOV is expected to report earnings on Jul 23, 2026.
PH is expected to report earnings on Aug 06, 2026.
Industries' Descriptions
@Industrial Machinery (-1.68% 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 | DOV | PH | |
| Capitalization | 96.1B | 28.4B | 109B |
| EBITDA | 5.23B | 1.88B | 5.63B |
| Gain YTD | 36.913 | 8.202 | -1.442 |
| P/E Ratio | 36.18 | 26.35 | 31.83 |
| Revenue | 33.9B | 8.28B | 21B |
| Total Cash | 3.18B | 1.64B | 476M |
| Total Debt | 8.24B | 3.29B | 9.58B |
CMI | DOV | PH | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 41 | 74 | 59 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 74 Overvalued | 71 Overvalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 6 | 42 | 11 | |
SMR RATING 1..100 | 42 | 56 | 39 | |
PRICE GROWTH RATING 1..100 | 12 | 53 | 59 | |
P/E GROWTH RATING 1..100 | 8 | 41 | 27 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 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.
DOV's Valuation (71) in the Miscellaneous Manufacturing industry is in the same range as CMI (74) in the Trucks Or Construction Or Farm Machinery industry, and is in the same range as PH (87) in the Industrial Machinery industry. This means that DOV's stock grew similarly to CMI’s and similarly to PH’s over the last 12 months.
CMI's Profit vs Risk Rating (6) in the Trucks Or Construction Or Farm Machinery industry is in the same range as PH (11) in the Industrial Machinery industry, and is somewhat better than the same rating for DOV (42) in the Miscellaneous Manufacturing industry. This means that CMI's stock grew similarly to PH’s and somewhat faster than DOV’s over the last 12 months.
PH's SMR Rating (39) in the Industrial Machinery industry is in the same range as CMI (42) in the Trucks Or Construction Or Farm Machinery industry, and is in the same range as DOV (56) in the Miscellaneous Manufacturing industry. This means that PH's stock grew similarly to CMI’s and similarly to DOV’s over the last 12 months.
CMI's Price Growth Rating (12) in the Trucks Or Construction Or Farm Machinery industry is somewhat better than the same rating for DOV (53) in the Miscellaneous Manufacturing industry, and is somewhat better than the same rating for PH (59) in the Industrial Machinery industry. This means that CMI's stock grew somewhat faster than DOV’s and somewhat faster than PH’s over the last 12 months.
CMI's P/E Growth Rating (8) in the Trucks Or Construction Or Farm Machinery industry is in the same range as PH (27) in the Industrial Machinery industry, and is somewhat better than the same rating for DOV (41) in the Miscellaneous Manufacturing industry. This means that CMI's stock grew similarly to PH’s and somewhat faster than DOV’s over the last 12 months.
| CMI | DOV | PH | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 50% | N/A | 3 days ago 74% |
| Stochastic ODDS (%) | 3 days ago 63% | 3 days ago 68% | 3 days ago 82% |
| Momentum ODDS (%) | N/A | 3 days ago 53% | 3 days ago 51% |
| MACD ODDS (%) | N/A | 3 days ago 51% | 3 days ago 50% |
| TrendWeek ODDS (%) | 3 days ago 64% | 3 days ago 53% | 3 days ago 55% |
| TrendMonth ODDS (%) | 3 days ago 64% | 3 days ago 47% | 3 days ago 58% |
| Advances ODDS (%) | 4 days ago 64% | 12 days ago 56% | 5 days ago 69% |
| Declines ODDS (%) | 10 days ago 54% | 3 days ago 51% | 3 days ago 47% |
| BollingerBands ODDS (%) | 3 days ago 48% | 3 days ago 62% | 3 days ago 73% |
| Aroon ODDS (%) | 3 days ago 60% | 3 days ago 45% | 3 days ago 59% |
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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.
DOV and
Correlation & Price change
A.I.dvisor indicates that over the last year, DOV has been closely correlated with IR. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if DOV jumps, then IR could also see price increases.