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Cummins vs Rockwell Automation: Which Stock Looks Stronger in 2026?

Rockwell Automation leads structurally, with growth as the clearest single gap between the two profiles. Cummins still has the edge on stability, which keeps the comparison from looking entirely one-sided. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-05-17

Most of the separation is still concentrated in growth.

INDUSTRY COMPARISON

Both operate in: Specialty Industrial Machinery

This comparison is based on industry proximity, not on functional trajectory similarity. CMI and ROK share the same industry classification.

For a similarity-based comparison, see how Cummins and Rockwell Automation each position within their functional peer groups in AssetNext.

Peer-Relative Score
CMI
Cummins Inc.
39
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
ROK
Rockwell Automation, Inc.
45
Peer-Score
Signal qualitylow
Peer basis: S&P 500

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The clearest separation appears in growth.

Dimension spread: CMI vs ROK Profitability 31 38 Stability 62 31 Valuation 46 37 Growth 20 80 CMI ROK
Gap Ranking
#1 Growth +60
#2 Stability +31
#3 Valuation +9
#4 Profitability +7
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for CMI and ROK Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer CMIROK Relative valuation Structural strength

The price setup looks more supportive for Rockwell Automation, Inc., but Cummins Inc. still has the stronger structure.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where CMI and ROK each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY CMI Elevated · above norm 0th 50th 100th 0 pct gap ROK Elevated · above norm 0th 50th 100th 99th 99th
CMI (99th percentile) and ROK (99th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Growth
On growth, Rockwell Automation, Inc. ranks near the top of the group; Cummins Inc. sits in the weaker half.
Stability
Cummins Inc. sits in the stronger part of the group on stability, while Rockwell Automation, Inc. is closer to mid-pack.
Growth — Dominant Gap
CMI
20
ROK
80
Gap+60in favour of ROK

Earnings growth is one contributing factor within the growth lead.

What keeps the gap from being one-sided

A meaningful counterforce remains in stability, which keeps the comparison from looking completely one-sided.

What this means for the comparison

The main read on growth is clearer than the broader score gap.

Explore full peer positioning in AssetNext

Break down the CMI vs ROK comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how CMI and ROK each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.