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Cummins vs Spirax Group: Which Stock Looks Stronger in 2026?

Cummins holds the cleaner structural position, with the lead spread across stability and valuation. Spirax does not offset that deficit through any equally strong structural edge elsewhere. On the market side, Cummins is in better shape — its trend is intact while Spirax's trend has broken down. That puts structure and market broadly in agreement — Cummins's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The clearest separation starts in stability, but valuation adds another real layer to the result. Cummins Inc. leads by 17 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Specialty Industrial Machinery

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

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

Peer-Relative Score
CMI
Cummins Inc.
64
Peer-Score
Signal qualityMedium
vs
SPX.L
Spirax Group plc
47
Peer-Score
Signal qualityHigh

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

Score differences across key dimensions.

Dimension spread: CMI vs SPX.L Profitability 61 50 Stability 60 37 Valuation 70 48 Growth 61 51 CMI SPX.L
Gap Ranking
#1 Stability +23
#2 Valuation +22
#3 Profitability +11
#4 Growth +10
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for CMI and SPX.L Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer CMISPX.L Relative valuation Structural strength

Cummins Inc. looks stronger on relative valuation, while the broader price setup remains mixed.

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

Relative Position vs Comparable Companies
Stability
On stability, Cummins Inc. is positioned higher in the group, while Spirax Group plc is closer to the middle.
Valuation
Both profiles are strong on valuation, but Cummins Inc. leads clearly.
Stability — Dominant Gap
CMI
60
SPX.L
37
Gap+23in favour of CMI

The stability gap is clear, with the stronger side looking materially steadier through time.

What else supports the lead

A forward P/E that is 2.6 turns lower adds a second meaningful layer to the lead.

What this means for the comparison

The lead is built on both stability and valuation, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar stability-and-valuation comparisons

Explore how CMI and SPX.L 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.

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.