Live Report · Updated January 26, 2026

Cummins vs Warner Bros. Discovery

This page compares Cummins Inc. and WARNER BROS DISCOVERY INC, focusing on business models, financial performance, and market context in a neutral, accessible way. It highlights how each organisation operates, earns revenue, and positions itself within its sector. Educational content, not financial advice.

This page compares Cummins Inc. and WARNER BROS DISCOVERY INC, focusing on business models, financial performance, and market context in a neutral, accessible way. It highlights how each organisation ...

Comparison Snapshot

Key Financial Metrics

CMI

Metric

WBD

$78.93B

Market Cap

$70.83B

-9.09%

Potential Profit

-6.87%

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

Warner Bros. Discovery locks in $72B all-cash Netflix deal amid fierce Paramount bidding war.

Amended deal shifts to all-cash structure, accelerating shareholder vote and sidestepping stock volatility risks while maintaining $27.75 per share valuation plus Discovery Global spin-off value.
WBD board unanimously backs Netflix pact over Paramount's overtures, dismissing the rival's proxy fight and court setbacks as desperate tactics.
Regulatory filings underway with DOJ and EU, paving way for closure in 12-18 months after Discovery separation, underscoring commitment to swift execution.

Sentiment:

🐃Bullish

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

Warner Bros. Discovery locks in $72B all-cash Netflix deal amid fierce Paramount bidding war.

Amended deal shifts to all-cash structure, accelerating shareholder vote and sidestepping stock volatility risks while maintaining $27.75 per share valuation plus Discovery Global spin-off value.
WBD board unanimously backs Netflix pact over Paramount's overtures, dismissing the rival's proxy fight and court setbacks as desperate tactics.
Regulatory filings underway with DOJ and EU, paving way for closure in 12-18 months after Discovery separation, underscoring commitment to swift execution.

Sentiment:

🐃Bullish

Investment Analysis

Cummins

CMI

Pros

Cummins benefits from strong demand for backup power solutions, particularly in data centres, supporting growth in its Power Systems segment.
The company maintains robust financial health with moderate debt levels and a history of consistent dividend growth.
Effective cost management has helped Cummins navigate sector headwinds, including a sharp decline in the North American truck market.

Considerations

Cummins reported a year-on-year decline in sales and missed analyst expectations for GAAP profit, reflecting ongoing sector challenges.
Non-cash charges related to its electrolyzer business highlight risks in its clean energy transition and strategic uncertainty in hydrogen adoption.
The stock's valuation appears stretched relative to sector averages, with a high P/E ratio and recent insider selling activity raising concerns.

Warner Bros. Discovery

WBD

Pros

Warner Bros. Discovery holds a dominant position in global entertainment, with a broad portfolio of iconic brands and content franchises.
The company continues to invest in streaming and digital platforms, aiming to capture growth in shifting media consumption trends.
Warner Bros. Discovery maintains a strong balance sheet, providing flexibility to manage debt and fund strategic initiatives.

Considerations

The company faces intense competition in the streaming sector, pressuring subscriber growth and profitability across its platforms.
Ongoing restructuring and integration challenges from recent mergers have led to operational volatility and uncertain near-term earnings.
Warner Bros. Discovery is exposed to cyclical advertising markets and macroeconomic factors that could impact revenue and margins.

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