Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CNM
HoldFallen FavouriteCore & Main, Inc. · Industrials · United States · $8.3B · Avg Vol: $86M/d
COMPANY DESCRIPTION
Core & Main, Inc. is a leading distributor of water, wastewater, storm drainage, and fire protection products and services to municipalities, private water companies, and professional contractors. It holds a leading market position as one of the largest distributors in its fragmented industry, benefiting from an extensive national network, broad product offering, and value-added services. The company is a mission-critical supplier to essential infrastructure, acting as a crucial link between manufacturers and end-users.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 5.0B | 6.7B | 6.7B | 7.4B | 7.6B | 11.2% | 7.6B | 7.8B | 8.2B | 3.5% |
| EPS | 0.57 | 2.16 | 2.15 | 2.14 | 2.32 | 42.0% | 2.36 | 2.91 | 3.23 | 18.0% |
| Shares | 167.5M | 172.8M | 191.7M | 189.8M | 188.8M | +12.7% | 187.2M | — | — | — |
| Debt | 1.6B | 1.6B | 2.1B | 2.5B | 2.4B | 10.7% | 2.5B | — | — | — |
| Equity | 1.3B | 1.7B | 1.5B | 1.7B | 2.0B | 10.8% | — | — | — | — |
| Op CF | -31.0M | 401.0M | 1.1B | 621.0M | 650.0M | 17.5% | 655.0M | — | — | — |
| Inv CF | -203.0M | -152.0M | -270.0M | -788.0M | -145.0M | — | — | — | — | — |
| Fin CF | -146.0M | -73.0M | -975.0M | 174.0M | -293.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of CNM are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CNM | Core & Main, Inc.(you) | $8.3B | 63 | Hold |
| WSO-B | Watsco, Inc. | $13.0B | 58 | Hold |
| WCC | WESCO International, Inc. | $16.4B | 58 | Hold |
| MSM | MSC Industrial Direct Co., Inc. | $7.0B | 80 | Buy |
| POOL | Pool Corporation | $6.8B | 45 | Hold |
| AIT | Applied Industrial Technologies, Inc. | $11.8B | 80 | Strong Buy |
| DXPE | DXP Enterprises, Inc. | $2.9B | 78 | Buy |
| DNOW | DNOW Inc. | $2.9B | 47 | Hold |
| SITE | SiteOne Landscape Supply, Inc. | $4.2B | 39 | Hold |
| XMTR | Xometry, Inc. | $5.4B | 32 | Sell |
Peer medians: ROE 8.8% · P/E 27.6x · Gross margin 29.3%