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.
CMI
Cummins Inc.
$525.06IndustrialsDelayed quote: Sep 25, 2026, 4:00 PM EDT
URI
United Rentals, Inc.
$1,047.06IndustrialsDelayed quote: Sep 25, 2026, 4:00 PM EDT
Total return — CMI vs URI
growth of $100 · dividends reinvested · last 10yCMI +512.2% (+19.9%/yr)URI +1238.1% (+29.6%/yr)URI compounded faster over this window
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
| Metric | CMI | URI |
|---|---|---|
| P/E ratio | 26.84 | 25.35 |
| Forward P/E | 17.77 | 21.18 |
| P/S ratio | 2.09 | 3.87 |
| P/B ratio | 5.64 | 7.07 |
| EV / EBITDA | 15.60 | 12.00 |
| FCF yield | 4.65% | 0.97% |
Profitability
| Metric | CMI | URI |
|---|---|---|
| Gross margin | 25.32% | 37.07% |
| Operating margin | 11.13% | 24.79% |
| Net margin | 7.82% | 15.67% |
| ROE | 21.13% | 28.60% |
| ROIC | 10.95% | 11.11% |
Dividends
| Metric | CMI | URI |
|---|---|---|
| Dividend yield | 1.47% | 0.75% |
| Payout ratio | 41.92% | 18.64% |
Growth (annualized)
| Metric | CMI | URI |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Cummins P/E ratioUnited Rentals P/E ratioCummins dividend yieldUnited Rentals dividend yieldCummins ROEUnited Rentals ROECummins operating marginUnited Rentals operating marginCummins revenue growthUnited Rentals revenue growthCummins free cash flowUnited Rentals free cash flow
Cummins & United Rentals appear in these rankings
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.