Cummins Inc. (CMI) vs United Rentals, Inc. (URI)

A side-by-side comparison of Cummins Inc. and United Rentals, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — CMI vs URI

growth of $100 · dividends reinvested · last 10y
CMI +512.2% (+19.9%/yr)URI +1238.1% (+29.6%/yr)URI compounded faster over this window
05001k2kStart $10020182020202220242026$612$1,338
CMI URI

CMI vs URI: by the numbers

  • •CMI is the larger company ($72.45B vs $65.17B market cap).
  • •URI trades at the lower trailing earnings multiple (25.35 vs 26.84 P/E), one valuation lens rather than an overall verdict.
  • •URI converts more revenue to profit (15.67% vs 7.82% net margin).
  • •URI grew revenue faster over the past five years (13.83% vs 10.18% CAGR).
  • •CMI pays the higher dividend yield (1.47% vs 0.75%).

Metrics side by side

Valuation

MetricCMIURI
P/E ratio26.8425.35
Forward P/E17.7721.18
P/S ratio2.093.87
P/B ratio5.647.07
EV / EBITDA15.6012.00
FCF yield4.65%0.97%

Profitability

MetricCMIURI
Gross margin25.32%37.07%
Operating margin11.13%24.79%
Net margin7.82%15.67%
ROE21.13%28.60%
ROIC10.95%11.11%

Dividends

MetricCMIURI
Dividend yield1.47%0.75%
Payout ratio41.92%18.64%

Growth (annualized)

MetricCMIURI
Revenue CAGR (5Y)10.18%13.83%
EPS CAGR (5Y)11.31%25.88%
FCF CAGR (5Y)9.51%-11.55%
Total return CAGR (5Y)21.75%25.59%

Frequently asked

Which has the lower trailing P/E, CMI or URI?
URI has the lower trailing P/E: CMI trades at 26.84 and URI at 25.35. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, CMI or URI?
Over the past five years, URI grew revenue faster — CMI at a 10.18% CAGR versus URI at 13.83%.
Does CMI or URI pay a bigger dividend?
CMI yields 1.47% and URI yields 0.75% based on trailing dividends and the latest price.
Is CMI or URI more profitable?
URI runs the higher net margin — CMI at 7.82% versus URI at 15.67%.
How have CMI and URI total returns compared?
Over the past 10 years, CMI delivered 19.90% and URI delivered 29.94% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 13, 2026.