Superworth

Core & Main CNM

Industrial - Distribution, Industrials
$41.97
−0.85%
Market cap
$8B
PE
17.3×
5y median 22.1×
Forward PE
n/m
not a meaningful number
Price to sales
1.0×
EV/EBIT
13.8×
Revenue, 12 months
$7.7B
−1% on a year ago
Net margin
6.0%
Free cash flow yield
7.9%

Core & Main trades at 17.3× trailing earnings, cheaper than 72% of the last ten years. Revenue was $7.7B over the last twelve months, down 1% on a year earlier with a 6% net margin.

Charts

Financials

Income statement for CNM, by quarter
Income statementQ3 FY23Q4 FY23Q1 FY24Q2 FY24Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
$1.8B+1%$1.4B+5%$1.7B+11%$2B+6%$2B+12%$1.7B+18%$1.9B+10%$2.1B+7%$2.1B+1%$1.6B−7%$1.9B−0%$2.1B+3%
Cost of revenue$1.3B+1%$1.1B+6%$1.3B+12%$1.4B+6%$1.5B+12%$1.2B+18%$1.4B+10%$1.5B+6%$1.5B+0%$1.2B−8%$1.4B−1%$1.6B+3%
Gross profit$494M−1%$384M+3%$468M+7%$518M+3%$543M+10%$451M+17%$510M+9%$560M+8%$561M+3%$428M−5%$520M+2%$573M+2%
SG&A$240M+4%$230M+8%$257M+15%$268M+13%$274M+14%$279M+21%$293M+14%$302M+13%$295M+8%$264M−5%$299M+2%$301M−0%
$217M−7%$116M−7%$168M−7%$204M−10%$223M+3%$124M+7%$171M+2%$213M+4%$220M−1%$118M−5%$177M+4%$227M+7%
Interest expense$20M+25%$22M+10%$34M+100%$36M+64%$36M+80%$36M+64%$30M−12%$31M−14%$30M−17%$29M−19%$27M−10%$32M+3%
Pre-tax income$197M−10%$94M−10%$134M−18%$168M−18%$187M−5%$88M−6%$141M+5%$182M+8%$190M+2%$94M+7%$150M+6%$193M+6%
$39M−3%$18M−10%$33M+7%$42M+5%$47M+21%$21M+17%$36M+9%$41M−2%$47M+0%$21M+0%$37M+3%$43M+5%
Net income$112M+1%$63M+17%$95M+11%$119M+8%$133M+19%$64M+2%$100M+5%$134M+13%$137M+3%$70M+9%$108M+8%$144M+8%
$0.65+0%$0.29+32%$0.49−2%$0.61−8%$0.69+6%$0.32+10%$0.52+6%$0.70+15%$0.72+4%$0.36+13%$0.57+10%$0.77+10%
224.7M−9%213.8M−13%202.6M−17%202.7M−12%201.2M−11%199.5M−7%198.7M−2%198.3M−2%197.9M−2%196.5M−2%195.7M−2%193.4M−3%

Revenue: Q1 FY20: 6 months less the 3 months printed beside them.

Cost of revenue: Q1 FY20: 6 months less the 3 months printed beside them.

Gross profit: Q1 FY20: 6 months less the 3 months printed beside them.

SG&A: Q1 FY20: 6 months less the 3 months printed beside them.

Operating income: Q1 FY20: 6 months less the 3 months printed beside them.

Interest expense: Q1 FY20: 6 months less the 3 months printed beside them.

Pre-tax income: Q1 FY20: 6 months less the 3 months printed beside them.

Income tax: Q1 FY20: 6 months less the 3 months printed beside them.

Net income: Q1 FY20: 6 months less the 3 months printed beside them.

EPS, diluted: 6 periods, Q1 FY21 to Q4 FY25: quarter's net income to common over its shares, to the cent.

Diluted shares: Q1 FY21: share-days: the 6-month average less the second quarter's. 5 periods, Q4 FY21 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days.

From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.

Peers

Companies in Industrial - Distribution nearest Core & Main's size, closest first.

CompanyMarket capPEIts 10y median PEFwd PEP/SRevenue growthNet margin
CNMCore & Main$8B17.3×22.1×1.0×−1%6.0%
POOLPool$7.2B18.3×29.7×1.3×+2%7.4%
MSMMSC Industrial Direct$6.4B27.5×17.1×1.6×+4%5.9%
AITApplied Industrial Technologies$11.6B28.9×20.3×2.3×+9%8.3%
WSOWatsco$13.3B27.8×29.8×1.8×−3%6.5%
SITESiteOne Landscape Supply$4.5B28.3×44.9×0.9×+3%3.5%
LKQLKQ$4.4B9.7×15.0×0.3×+0%3.4%
WCCWESCO International$15.5B22.0×15.4×0.6×+13%2.8%
BCCBOISE CASCADE$2.7B26.4×11.8×0.4×−2%1.6%
REZIResideo Technologies$2.7B7.5×10.6×0.4×+3%5.6%
DXPEDXP Enterprises$2.4B27.5×19.0×1.1×+11%4.4%
Peer median$5.4B26.9×18.0×1.0×+3%5.0%

More on Core & Main

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Industry
Industrial - Distribution
Sector
Industrials

Valuation data, not investment advice. Prices as of .