Análisis Argos
CMI
CMICara
Cummins Inc. · Industrials
US$ 641.60
precio al 2026-07-28
Valor justo Argos*
US$ 414
vs. su valor justo
−36%
Score Argos
43/100
LA RESPUESTA
El mercado le pide crezca 33.9% al año — más de lo que ha demostrado (6.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Retorno sobre el capital alto (16%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
VALOR1/6FUTURO3/6PASADO3/6SALUD4/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO3/6PASADO3/6SALUD4/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos43de 100Cara
Ingresos1%
US$ 33.7 B
Margen operativo5%
11.5%
Flujo de caja libre754%
US$ 2.4 B
Deuda neta
US$ 5.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 88.5B
P/E31.1x
EV/EBITDA18.9x
FCF yield2.7%
ROIC16.4%
Margen operativo11.5%
Crecim. ingresos-1.3%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 8 jul
Best Momentum Stock to Buy for July 8th
CMPR, NTRS and CMI made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 8, 2026.
seekingalpha.com · 6 jul
Cummins: The Downcycle Is Ending, And The Upside Is Building
Cummins (CMI) is well-positioned for Q2 upside as North America on-highway markets exit their cyclical downturn, supporting a continued Buy rating. Q2 earnings are set up for a material beat, with modeled EPS of $8.28 versus Street at $7.24, driven by accelerating Engine and Components growth. CMI's 2030 roadmap targets $45–$50B revenue and 20% EBITDA margin, implying 8% annual top-line growth and 50bps yearly margin expansion.
zacks.com · 6 jul
4 Auto Stocks Wall Street Analysts Recommend Buying Now
Cummins, General Motors, Garrett and Dorman stand out as Wall Street-backed auto picks amid resilient demand and modest industry cooling.
businesswire.com · 6 jul
Cummins Supports Customers with Updated DEF Inducement Calibrations
COLUMBUS, Ind.--(BUSINESS WIRE)--Cummins Inc. has begun updating certain engine calibrations to give operators more time to complete needed repairs and help minimize unnecessary downtime related to diesel exhaust fluid (DEF) inducements. The updates continue to support emissions compliance and the performance of selective catalytic reduction technology, with a focus on the people and businesses that depend on this equipment to do their jobs every day.Following updated guidance from the U.S. Envi.
zacks.com · 2 jul
Is Cummins (CMI) Outperforming Other Auto-Tires-Trucks Stocks This Year?
Here is how Cummins (CMI) and Commercial Vehicle Group (CVGI) have performed compared to their sector so far this year.
zacks.com · 2 jul
New Strong Buy Stocks for July 2nd
CMI, ADI, WYY, BBCP and YOU have been added to the Zacks Rank #1 (Strong Buy) List on July 2, 2026.
zacks.com · 2 jul
Best Income Stocks to Buy for July 2nd
ROK, CMI and ADI made it to the Zacks Rank #1 (Strong Buy) income stocks list on July 2, 2026.
247wallst.com · 1 jul
Live Nasdaq Composite: Markets Kick Off H2 2026 on Cautious Note amid Chip Stock Profit Taking
Live Updates Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Wells Fargo's Q3 Outlook 51 minutes ago Live Wells Fargo is betting on a strong summer for stocks, telling clients the Q3 sets up nicely for a rally before midterm election... Live Nasdaq Composite: Markets Kick Off H2 2026 on Cautious Note amid Chip Stock Profit Taking

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.