Cummins vs Coupang

Cummins and Coupang are the focus of this page, which compares business models, financial performance, and market context. It explains how each company creates value, the nature of their revenue streams, and the factors shaping their strategies. This content is neutral and accessible. Educational content, not financial advice.

Cummins and Coupang are the focus of this page, which compares business models, financial performance, and market context. It explains how each company creates value, the nature of their revenue strea...

Comparison Snapshot

Key Financial Metrics

CMI

Metric

CPNG

$78.68B

Market Cap

$35.75B

-10.29%

Potential Profit

74.88%

Buy

Analyst Rating

Buy

Why It's Moving

Cummins Hits New 52-Week High as Data Center Power Demand Fuels Momentum Amid Truck Slowdown.

Stock soared to $584.70 52-week high on January 21, reflecting optimism despite insider sales totaling 19,330 shares last quarter.
Q3 earnings crushed estimates with EPS of $5.59 beating $4.83 forecasts and revenue of $8.32B topping $7.97B expectations, even as overall sales dipped 1.6% year-over-year.
Power Systems segment thrives on data center backup demand, balancing softer Engine and Components sales hit by lower U.S. and Mexico truck volumes; Raymond James upgraded to Outperform with $585 target.

Sentiment:

🐃Bullish

Coupang Shares Dip Amid Data Breach Fallout as Institutional Buying Signals Confidence

Investment House LLC ramped up its stake by 76.2% with 144,834 new shares, valuing its holding at $10.79 million and underscoring faith in Coupang's long-term potential.
A Chinese worker's leak of customer data sparked a major scandal in South Korea, fueling the 2.6% weekly drop and testing the e-commerce giant's reputation.
Rapid revenue growth in Taiwan—triple digits from a small base—bolsters Coupang's flywheel of expansion and service enhancements amid reinvestments for profitability.

Sentiment:

🌋Volatile

Cummins Hits New 52-Week High as Data Center Power Demand Fuels Momentum Amid Truck Slowdown.

Stock soared to $584.70 52-week high on January 21, reflecting optimism despite insider sales totaling 19,330 shares last quarter.
Q3 earnings crushed estimates with EPS of $5.59 beating $4.83 forecasts and revenue of $8.32B topping $7.97B expectations, even as overall sales dipped 1.6% year-over-year.
Power Systems segment thrives on data center backup demand, balancing softer Engine and Components sales hit by lower U.S. and Mexico truck volumes; Raymond James upgraded to Outperform with $585 target.

Sentiment:

🐃Bullish

Coupang Shares Dip Amid Data Breach Fallout as Institutional Buying Signals Confidence

Investment House LLC ramped up its stake by 76.2% with 144,834 new shares, valuing its holding at $10.79 million and underscoring faith in Coupang's long-term potential.
A Chinese worker's leak of customer data sparked a major scandal in South Korea, fueling the 2.6% weekly drop and testing the e-commerce giant's reputation.
Rapid revenue growth in Taiwan—triple digits from a small base—bolsters Coupang's flywheel of expansion and service enhancements amid reinvestments for profitability.

Sentiment:

🌋Volatile

Investment Analysis

Cummins

CMI

Pros

Strong growth in Power Systems and Distribution segments driven by rising demand for backup power in data centers.
Adjusted EBITDA margin improved to 17.2% of sales in Q3 2025 despite a slight revenue decline.
Significant undervaluation indicated by discounted cash flow analysis following strategic moves in alternative power.

Considerations

Q3 2025 earnings per share missed analyst expectations, reflecting mixed segment performance and non-cash charges.
Decline in North American on-highway engine markets negatively impacting core business segments.
Strategic uncertainty and write-down related to the electrolyzer business due to weaker hydrogen demand prospects.

Coupang

CPNG

Pros

Continued strong revenue growth outlook around 20%, supported by accelerating momentum in new markets like Taiwan.
Beat earnings estimates in recent quarters, indicating operational improvement and profitability progress.
Diverse services portfolio including retail, food delivery, fintech, and video streaming broadens growth opportunities.

Considerations

High price-to-earnings ratio above 130 suggests stretched valuation relative to current earnings.
Stock price showing volatility with recent declines, reflecting market sensitivity to growth execution risks.
Dependence on competitive South Korean e-commerce market and slow profitability scaling outside key regions.

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