SuperworthCore & Main CNM
- 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 | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 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.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| CNMCore & Main | $8B | 17.3× | 22.1× | 1.0× | −1% | 6.0% | |
| POOLPool | $7.2B | 18.3× | 29.7× | 1.3× | +2% | 7.4% | |
| MSMMSC Industrial Direct | $6.4B | 27.5× | 17.1× | 1.6× | +4% | 5.9% | |
| AITApplied Industrial Technologies | $11.6B | 28.9× | 20.3× | 2.3× | +9% | 8.3% | |
| WSOWatsco | $13.3B | 27.8× | 29.8× | 1.8× | −3% | 6.5% | |
| SITESiteOne Landscape Supply | $4.5B | 28.3× | 44.9× | 0.9× | +3% | 3.5% | |
| LKQLKQ | $4.4B | 9.7× | 15.0× | 0.3× | +0% | 3.4% | |
| WCCWESCO International | $15.5B | 22.0× | 15.4× | 0.6× | +13% | 2.8% | |
| BCCBOISE CASCADE | $2.7B | 26.4× | 11.8× | 0.4× | −2% | 1.6% | |
| REZIResideo Technologies | $2.7B | 7.5× | 10.6× | 0.4× | +3% | 5.6% | |
| DXPEDXP Enterprises | $2.4B | 27.5× | 19.0× | 1.1× | +11% | 4.4% | |
| Peer median | $5.4B | 26.9× | 18.0× | 1.0× | +3% | 5.0% |
More on Core & Main
Each number over time
- PE ratio
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #4of 24Industrial distribution stocks with the lowest EV/EBIT
- #5of 20Industrial distribution stocks with the lowest PE ratio
- #8of 28Industrial distribution stocks with the highest profit margins
- #6of 20Industrial distribution stocks with the highest free cash flow yield
- #7of 18Industrial distribution stocks with the fastest earnings growth
Its groups
About
- Industry
- Industrial - Distribution
- Sector
- Industrials
Valuation data, not investment advice. Prices as of .