Cummins Inc. (CMI) compounding analysis
Full-size annual and quarterly year-over-year growth charts for revenue, EPS, operating cash flow, EBITDA, and free cash flow against the 15%, 20%, and 30% bars over 3-, 5-, and 10-year windows, with each metric's valuation multiple vs its own history.
Revenue · 5YDoes not currently clear the 15%+, 20%+, or 30%+ revenue bars over 5Y.
- Score
- 23/100
- 5Y CAGR
- 11.2%
- Median YoY
- 3.8%
- YoY volatility
- σ 16.4pp· uneven
- Quarters ≥ 20%
- 5 of 20
- Negative quarters
- 5
- Valuation vs own 5Y history
- P/S 2.7x · 5Y median 1.3x · 97th percentile
How this score is computed
- Quarters at or above 20%: 5 of 20 → 10 of 40 pts
- Steadiness (typical swing 16.4pp) → 13.3 of 25 pts
- Pace (median 3.8% YoY) → 0 of 20 pts
- Latest quarter (2.7% YoY) → 0 of 15 pts
- Score: 23 of 100
Annual revenue · last 11 fiscal years
Quarterly YoY revenue growth vs the 20% line · 5Y
P/S multiple vs its 5Y median · context only
Across metrics · 5Y
| Metric | 5Y CAGR | Median YoY | YoY σ | Qtrs ≥ 20% | Neg. qtrs |
|---|---|---|---|---|---|
| RevenueRevenue | 11.2% | 3.8% | 16.4pp | 5 of 20 | 5 |
| EPSEPS | 11.3% | 19.4% | 54.4pp | 9 of 19 | 6 |
| Op cash flowOperating cash flow | 5.9% | -2.8% | 97.6pp | 5 of 17 | 10 |
| EBITDAEBITDA | 11.1% | 9% | 28.6pp | 5 of 19 | 7 |
| FCFFree cash flow | 2.1% | -8.5% | 215.3pp | 5 of 17 | 10 |
Reported figures over 5Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.
Scores, qualification bars, and the 0–100 consistency methodology are documented on the compounders list page →
See also: CMI on the compounders surface · All compounders, ranked
About Cummins Inc.
Cummins Inc. is a global innovator in power solutions, responsible for the design, manufacturing, distribution, and maintenance of a broad array of diesel and natural gas engines, alongside cutting-edge electric and hybrid powertrains, and associated components. Its operations are strategically divided into five segments: Engine, Distribution, Components, Power Systems, and New Power. The company's extensive engine portfolio, available under the Cummins brand and others, powers a vast range of heavy and medium-duty applications, including commercial trucks, buses, recreational vehicles, light-duty automobiles, construction and mining equipment, marine vessels, railway systems, oil and gas operations, defense, and agriculture. Complementing these engines, Cummins provides both new and remanufactured parts and comprehensive servicing. Beyond its core engine offerings, Cummins delivers sophisticated power generation systems, high-horsepower engines, and specialized application engineering. It also offers custom-designed assemblies, retail and wholesale aftermarket components, and expert repair services conducted both in-shop and on-site. The company's technological scope extends to emission control solutions, turbochargers, a variety of filtration systems (for air, fuel, lubricants, and hydraulics), coolants, fuel additives, and advanced electronic control modules, sensors, and supporting software. Fuel systems, both new and reconditioned, are also a key part of their product line, as are automated transmissions. For electrical power generation, Cummins provides standby and primary power generators, complete with controls, paralleling systems, and transfer switches, featuring products like Stamford and AVK A/C alternators. Embracing future energy demands, the company is a frontrunner in electrified power systems, encompassing battery technologies, fuel cells, and hydrogen production. This includes a robust offering of filtration, aftertreatment, control, air handling systems, automated transmissions, electric power generation, and battery solutions. Cummins distributes its diverse product range to original equipment manufacturers, an extensive network of distributors and dealers, and various other clientele worldwide. Founded in 1919 as the Cummins Engine Company, the enterprise adopted its current name, Cummins Inc., in 2001 and maintains its headquarters in Columbus, Indiana.
- Sector
- Industrials
- Industry
- Industrial - Machinery
- CEO
- Jennifer W. Rumsey