CMI vs. SUNB: Cummins vs. Sunbelt Rentals Stock Comparison
How do Cummins (CMI) and Sunbelt Rentals (SUNB) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Cummins (CMI) and Sunbelt Rentals (SUNB) both fall under the Capital Goods industry group, but CMI is classified in Machinery while SUNB is classified in Trading Companies & Distributors.
Cummins (CMI) has been public since February 21, 1973, giving it decades of market history across multiple cycles, while Sunbelt Rentals (SUNB) listed only on March 2, 2026 and lacks comparable through-cycle data.
| Profile Item | CMI | SUNB |
|---|---|---|
| Name | Cummins Inc. | Sunbelt Rentals Holdings, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Machinery | Trading Companies & Distributors |
| GICS Sub-Industry | Construction Machinery & Heavy Transportation Equipment | Trading Companies & Distributors |
| Market Capitalization | 61.69 billion USD | 31.57 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | February 21, 1973 | March 2, 2026 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CMI | SUNB |
|---|---|---|
| Total Return (1Y) | -0.52% | -- |
| Total Return (3Y, Annualized) | 31.79% | -- |
| Total Return (5Y, Annualized) | 17.12% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CMI | SUNB |
|---|---|---|
| Volatility (1Y, Annualized) | 36.83% | 45.72% |
| Beta (5Y) | 1.26 | 1.10 |
| Max Drawdown (5Y) | -38.12% | -22.53% |
| Avg. Volume (3M) | 1.14M | 4.96M |
Risk-Adjusted Performance
Risk-Return Positioning
Both CMI and SUNB need 1-year volatility and 1-year return to plot risk-return positioning.
Risk-Adjusted Metrics
| Metric | CMI | SUNB |
|---|---|---|
| Sharpe Ratio (1Y) | -0.13 | -- |
| Sortino Ratio (1Y) | -0.18 | -- |
Profitability
ROE (TTM)
Cummins (CMI) at 25.05% sits in the top ROE quartile, while Sunbelt Rentals (SUNB) at 18.37% is closer to the peer norm — stronger capital efficiency for CMI.
CMI
Capital Goods industry group
25.05%
- Max
- 40.55%
- CMI
- 25.05%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
SUNB
Capital Goods industry group
18.37%
- Max
- 40.55%
- Q3
- 19.29%
- SUNB
- 18.37%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
Sunbelt Rentals (SUNB) at 12.12% retains a top-quartile share of revenue as profit, ahead of Cummins (CMI) at 9.26%, which keeps about the industry-typical share.
CMI
Capital Goods industry group
9.26%
- Max
- 27.47%
- Q3
- 12.10%
- CMI
- 9.26%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
SUNB
Capital Goods industry group
12.12%
- Max
- 27.47%
- SUNB
- 12.12%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Sunbelt Rentals (SUNB) at 22.38% operates in the top operating margin quartile, ahead of Cummins (CMI) at 13.95%, which runs around its industry’s norm.
CMI
Capital Goods industry group
13.95%
- Max
- 36.60%
- Q3
- 18.33%
- CMI
- 13.95%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
SUNB
Capital Goods industry group
22.38%
- Max
- 36.60%
- SUNB
- 22.38%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | CMI | SUNB |
|---|---|---|
| ROE (TTM) | 25.05% | 18.37% |
| ROA (TTM) | 7.60% | 6.71% |
| Net Margin (TTM) | 9.26% | 12.12% |
| Operating Margin (TTM) | 13.95% | 22.38% |
| Gross Margin (TTM) | 26.32% | 38.78% |
Growth
Revenue Growth
Sunbelt Rentals (SUNB) at 3.36% is around its peer norm for revenue growth, while Cummins (CMI) at -1.27% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Sunbelt Rentals (SUNB) at -8.91% is around its peer norm for EPS growth, while Cummins (CMI) at -27.74% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | CMI | SUNB |
|---|---|---|
| Revenue Growth (YoY) | -1.27% | 3.36% |
| Revenue Growth (3Y CAGR) | 6.25% | 4.88% |
| EPS Growth (YoY) | -27.74% | -8.91% |
| EPS Growth (3Y CAGR) | 10.68% | -4.89% |
Financial Strength
Current Ratio (MRQ)
Cummins (CMI) at 1.74 keeps current ratio within its industry’s typical mid-range, while Sunbelt Rentals (SUNB) at 0.95 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for SUNB.
CMI
Capital Goods industry group
1.74
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- CMI
- 1.74
- Q1
- 1.43
- Min
- 0.36
SUNB
Capital Goods industry group
0.95
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- SUNB
- 0.95
- Min
- 0.36
Debt / Equity (MRQ)
Cummins (CMI) at 0.52 carries an industry-typical debt-to-equity mix, while Sunbelt Rentals (SUNB) at 1.53 uses more debt funding than most peers.
CMI
Capital Goods industry group
0.52
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- CMI
- 0.52
- Q1
- 0.29
- Min
- 0.00
SUNB
Capital Goods industry group
1.53
- Max
- 2.33
- SUNB
- 1.53
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | CMI | SUNB |
|---|---|---|
| Current Ratio (MRQ) | 1.74 | 0.95 |
| Debt / Equity (MRQ) | 0.52 | 1.53 |
| Net Debt / EBITDA | 0.62 | 3.93 |
Dividends
Dividend Yield (TTM)
Both Cummins (CMI) at 1.83% and Sunbelt Rentals (SUNB) at 1.87% offer top-quartile dividend income relative to share price within their industries.
CMI
Capital Goods industry group
1.83%
- Max
- 2.66%
- CMI
- 1.83%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
SUNB
Capital Goods industry group
1.87%
- Max
- 2.66%
- SUNB
- 1.87%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Sunbelt Rentals (SUNB) at 22.63% pays out a band-typical share of earnings, while Cummins (CMI) at 34.21% distributes more than its industry norm — less retained, thinner cover.
CMI
Capital Goods industry group
34.21%
- Max
- 67.39%
- CMI
- 34.21%
- Q3
- 28.02%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
SUNB
Capital Goods industry group
22.63%
- Max
- 67.39%
- Q3
- 28.02%
- SUNB
- 22.63%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CMI | SUNB |
|---|---|---|
| Dividend Yield (TTM) | 1.83% | 1.87% |
| Dividend Payout Ratio (TTM) | 34.21% | 22.63% |
Valuation
P/E Ratio (TTM)
Cummins (CMI) at 18.78 sits in the cheaper P/E ratio quartile, while Sunbelt Rentals (SUNB) at 23.28 is closer to its industry’s usual earnings multiple — a discount for CMI, though growth and earnings durability still matter.
CMI
Capital Goods industry group
18.78
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- CMI
- 18.78
- Min
- 3.03
SUNB
Capital Goods industry group
23.28
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- SUNB
- 23.28
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
On P/S ratio, both Cummins (CMI) at 1.72 and Sunbelt Rentals (SUNB) at 2.75 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
CMI
Capital Goods industry group
1.72
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- CMI
- 1.72
- Q1
- 1.03
- Min
- 0.03
SUNB
Capital Goods industry group
2.75
- Max
- 7.54
- Q3
- 3.76
- SUNB
- 2.75
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
On P/B ratio, both Cummins (CMI) at 4.63 and Sunbelt Rentals (SUNB) at 4.24 are valued close to their industries’ norm against book — neither stands out from peers.
CMI
Capital Goods industry group
4.63
- Max
- 9.66
- Q3
- 5.00
- CMI
- 4.63
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
SUNB
Capital Goods industry group
4.24
- Max
- 9.66
- Q3
- 5.00
- SUNB
- 4.24
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | CMI | SUNB |
|---|---|---|
| P/E Ratio (TTM) | 18.78 | 23.28 |
| P/S Ratio (TTM) | 1.72 | 2.75 |
| P/B Ratio (MRQ) | 4.63 | 4.24 |
| Free Cash Flow Yield (TTM) | 4.06% | 5.47% |