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CMI vs ITUB

Comparison between Cummins Inc (CMI, Company) and Itau Unibanco Holding S.A. (ITUB, Company).

CMI is from the Industrials sector, while ITUB is from the Financial Services sector.

5-Year PerformanceCMI has outperformed ITUB, delivering a return of +24.3% compared to +23.5%

CMI vs ITUB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
CMI
$87B
ITUB
$85B
Max Drawdown
CMI
75.93%
Winner
ITUB
74.70%
Sharpe Ratio
Winner
CMI
2.23
ITUB
1.01
5Y Beta
CMI
1.26
Winner
ITUB
0.70
Industry
CMI
Specialty Industrial Machinery
ITUB
Banks - Regional
P/E Ratio
CMI
28.82
Winner
ITUB
10.08
Forward P/E
CMI
23.09
Winner
ITUB
9.77
PEG Ratio
CMI
1.61
Winner
ITUB
1.24
Dividend Yield
CMI
1.19%
Winner
ITUB
42.50%
5Y Dividends CAGR
CMI
12.87%
Winner
ITUB
48.45%
5Y EPS CAGR
CMI
6.04%
Winner
ITUB
13.71%
Debt to Equity
CMI
1.27%
Winner
ITUB
0.00%
Free Cash Flow Yield
CMI
3.06%
Winner
ITUB
27.51%
P/S Ratio
CMI
2.73
Winner
ITUB
0.60
P/B Ratio
CMI
7.48
Winner
ITUB
2.05

CMI vs ITUB - Historical Returns

Returns include dividend reinvestment.

1M
CMI
-6.08%
Winner
ITUB
-1.32%
3M
Winner
CMI
+22.82%
ITUB
-0.41%
6M
Winner
CMI
+30.17%
ITUB
+13.68%
1Y
Winner
CMI
+106.34%
ITUB
+34.84%
5Y(CAGR)
Winner
CMI
+24.28%
ITUB
+23.49%
10Y(CAGR)
Winner
CMI
+22.35%
ITUB
+17.99%
Max(CAGR)
Winner
CMI
+18.80%
ITUB
+14.86%

CMI vs ITUB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCMIITUB
2026+27.18%+11.74%
2025+49.77%+86.05%
2024+47.90%-21.94%
2023+2.24%+67.63%
2022+13.37%+29.71%
2021+0.88%-2.56%
2020+30.26%-32.18%
2019+38.35%+1.95%
2018-22.27%+8.21%
2017+29.79%+25.69%
2016+57.21%+111.60%
2015-38.15%-41.39%
2014+6.08%+11.81%
2013+26.66%-0.15%
2012+21.06%-10.71%
2011-20.14%-22.22%
2010+137.11%+3.44%
2009+60.12%+84.25%
2008-56.05%-39.27%
2007+117.98%+44.83%
2006+31.56%+47.32%
2005+10.76%+62.42%
2004+75.22%+58.50%
2003+74.78%+107.90%
2002-25.25%-40.98%
2001+5.32%N/A
2000-16.94%N/A
1999-3.05%N/A

CMI vs ITUB Drawdown Comparison

The maximum drawdown for CMI was -75.65%, occurring on Nov 20, 2008. Recovery took 469 trading sessions.

The maximum drawdown for ITUB was -69.35%, occurring on Oct 24, 2008. Recovery took 381 trading sessions.

The current CMI drawdown is -7.64%. The current ITUB drawdown is -15.65%.

RankCMIITUB
#1-75.65%
Jun 16, 2008 - Apr 27, 2010
-69.35%
May 30, 2008 - Dec 2, 2009
#2-60.07%
Apr 10, 2002 - Aug 12, 2003
-66.01%
Sep 2, 2014 - Feb 8, 2017
#3-45.90%
Jun 10, 2014 - Feb 9, 2017
-65.93%
Apr 10, 2002 - Oct 28, 2003
#4-45.05%
Nov 2, 1999 - Mar 19, 2002
-61.98%
Feb 4, 2019 - Jun 15, 2023
#5-44.05%
Nov 11, 2019 - Jun 8, 2020
-47.93%
Nov 4, 2010 - Aug 27, 2014
#6-39.06%
Oct 15, 2007 - May 13, 2008
-39.32%
Feb 26, 2018 - Feb 4, 2019
#7-34.48%
Mar 19, 2012 - Aug 12, 2013
-37.02%
May 9, 2006 - Dec 27, 2006
#8-33.03%
Apr 29, 2011 - Feb 3, 2012
-34.31%
Jan 13, 2004 - Sep 16, 2004
#9-32.87%
Jan 26, 2018 - Nov 8, 2019
-28.93%
Jul 23, 2007 - Oct 1, 2007
#10-30.48%
Mar 15, 2021 - Jul 31, 2023
-28.22%
Dec 7, 2007 - Apr 30, 2008
#11-30.47%
Feb 19, 2025 - Aug 7, 2025
-28.20%
Feb 27, 2024 - Apr 23, 2025
#12-24.05%
Dec 28, 2004 - Jul 22, 2005
-27.12%
Jan 5, 2010 - Sep 29, 2010
#13-18.18%
Aug 1, 2023 - Feb 15, 2024
-23.21%
Feb 15, 2017 - Sep 6, 2017
#14-17.06%
Apr 19, 2004 - Jul 26, 2004
-21.56%
Feb 11, 2026 - Jun 8, 2026
#15-16.89%
Oct 16, 2006 - Feb 2, 2007
-21.00%
Oct 31, 2007 - Dec 7, 2007

Correlation

Correlation between CMI and ITUB is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

CMI vs ITUB dividend yield comparison.

YearCMIITUB
20260.61%1.14%
20251.50%11.26%
20242.01%9.19%
20232.71%3.62%
20222.49%4.20%
20212.57%29.81%
20202.33%4.80%
20192.74%8.21%
20183.32%6.93%
20172.38%3.35%
20162.93%15.62%
20153.99%3.89%
20141.95%13.85%
20131.60%14.60%
20121.66%3.08%
20111.51%3.50%
20100.80%1.86%
20091.53%1.21%
20082.24%6.06%
20070.68%1.99%
20061.12%1.80%
20051.34%2.05%
20041.43%2.17%
20032.45%1.74%
20024.27%5.27%
20013.11%0.00%
20003.16%0.00%
19990.62%0.00%

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