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Company Analysis

Core & Main, Inc. CNM

A comprehensive view of key metrics, scores, and financial health for Core & Main, Inc.

Overview of Core & Main, Inc.

CNM NYQ
Industrials Industrial Distribution Mid Cap
Core & Main, Inc. (CNM), is a Mid Cap company, in the Industrial Distribution industry, last closed at $48.06, about 18.3% undervalued vs fair value, +0.4% 1Y return, placing in the top 10% of its sector.
$48.06
0.90%
As of March 13, 2026
Previous close • Vol 90d: 33.9%
52-Week Range
Market Cap
$9.49B
Enterprise Value
$11.83B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.coreandmain.com
HQ Saint Louis, MO
Employees 5,700
Fiscal year Jan 31

Next Events

Earnings Mar 24 Estimated

Fair Value Snapshot

Bear Base Bull
$48
$57
$66
Current: $48.06 +18% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$7.4B
11%%
Gross Profit
$2.0B
8.9%%
Operating Income
$719.0M
-2.8%%
Net Income
$411.0M
10.8%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
142.6%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$196.9M
33.6% of FCF

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
1
Active Leaks
0/1
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Core & Main, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
55
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
34
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 97% Coverage
Trade-Off Triangle Visualization A ternary plot showing CNM's balance between Growth (42.2%), Profitability (29.6%), and Safety (28.1%). Growth 42% Safety 28% Profitability 30%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

86th percentile vs peers
87
Key Signals
Rev Growth YoY 11.0% 85p Revenue CAGR 3Y 14.1% 85p EPS Growth YoY 25.3% 90p EPS CAGR 3Y 44.3% 88p
Strengths
  • Growth performance in top 20% of peers (percentile: 86)
  • Rev Growth Yoy in top 20% of peers (11.0%, 85th percentile)
  • Revenue Cagr 3Y in top 20% of peers (14.1%, 85th percentile)
  • Eps Growth Yoy in top 20% of peers (25.3%, 90th percentile)
  • Eps Cagr 3Y in top 20% of peers (44.3%, 88th percentile)
Risks

No significant risks identified for this axis.

Profitability

60th percentile vs peers
61
Key Signals
Strengths
Risks
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Safety

57th percentile vs peers
58
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Core & Main, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$56.86
- - -
+18.3% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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