Cummins vs Mercadolibre
Cummins is the larger business, with $33.67bn of revenue in fiscal 2025 against $28.89bn for Mercadolibre (1.2 times as much). Mercadolibre grew faster (39.1% against -1.3%). Cummins kept more of each dollar of sales as profit: a net margin of 8.4% against 6.9%. Cummins carries less debt relative to equity (61.2% against 139.8%).
| Latest fiscal year | CumminsCMI, 2025 | MercadolibreMELI, 2025 |
|---|---|---|
| Revenue | $33.67bn | $28.89bn |
| Revenue growth | -1.3% | 39.1% |
| Net income | $2.84bn | $2.00bn |
| Operating margin | 12.0% | 11.1% |
| Net margin | 8.4% | 6.9% |
| Return on equity | 25.1% | 36.0% |
| Free cash flow | $2.39bn | $10.77bn |
| Cash | $2.85bn | $3.67bn |
| Total debt | $7.55bn | $9.43bn |
| Debt to equity | 61.2% | 139.8% |
| Dividend per share | $7.64 | — |
| Dividend yield | 1.6% | — |
| Share buybacks | — | $1.0m |
| Employees | — | — |
| Market value | $69.69bn | $84.69bn |
| Price vs our value range | Above our value range | Below our value range |
| Moat score | 71 (Strong) | 54 (Moderate) |
| Insider trades, 12 months | 0 buys, 56 sales | 4 buys, 3 sales |