Industrials
Core & Main Inc.(CNM)
Live Price
Offline$48.58
+4.63% today
1Y Change
-17.52%
Window
Jun 25, 2025 โ Jun 18, 2026
- Market Cap
- $9.22B
- Revenue Growth
- +2.8%
- EPS Growth
- +8.4%
- Dividend Yield
- 0.0%
Coverage: 247 bars ยท Jun 25, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Core & Main Inc. (CNM) is a Industrials stock with a market cap of $9.22B and listed on NYSE. The stock last traded around $48.58 and down 17.5% across the available one-year price window (Jun 25, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +2.8%, EPS growth of +8.4%, a dividend yield of 0.0%. What stands out right now is revenue +2.8%, EPS +8.4%, free cash flow +3.1% with operating margin 9.4% and ROIC 10.3%. Valuation is more restrained than many high-expectation growth names at P/E 21.2 and price/sales 1.2. Stock Foundry combines CNM price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Industrials peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
+2.8% vs +3.6% peer median
Operating Margin
Below sector median
+9.4% vs +16.9% peer median
P/E
Below sector median
21.2 vs 36.7 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Jun 9, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +2.8% and EPS at +8.4%, with operating margin around 9.4%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -1.9% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Jun 9, 2026 | โ | -6.1% | -9.3% | โ |
2026 Mar 24, 2026 | +8.3% | -0.0% | -2.3% | -3.2% |
2025 Dec 9, 2025 | +2.9% | +7.1% | +6.1% | +9.8% |
Benchmark Edge
CNM vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
CNM
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
CNM Max Drawdown
-33.88%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for CNM and SPY.
Company Overview
Core & Main Inc.
NYSE
Core & Main Inc. is a leading distributor of water, wastewater, storm drainage, and fire protection products in the United States. The company plays a crucial role in providing essential infrastructure solutions to communities, municipalities, and private organizations. Core & Main serves a diverse range of industries, including utilities, construction, and industrial sectors, supplying them with a comprehensive range of pipes, fittings, valves, hydrants, meters, and other critical components essential for waterworks projects. With its extensive distribution network, Core & Main ensures efficient delivery and accessibility of these products, supporting the development and maintenance of vital infrastructure. Founded initially as a division of HD Supply, Core & Main has established itself as a key player in the water infrastructure market, contributing to the reliability and sustainability of water management and distribution systems across the nation.
- Leadership
- Mr. Mark R. Witkowski CPA
- Employees
- 5.6k
- Street Address
- 1830 Craig Park Court
- Mailing
- Saint Louis, MO, 63146
- Region
- Saint Louis, MO, United States
- Last Updated
- May 8, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 21.2
- EV/EBITDA
- 12.5
- Price/Sales
- 1.2
- Price/Book
- 4.7
Growth
- Revenue
- +2.8%
- EPS
- +8.4%
- Free Cash Flow
- +3.1%
Profitability
- Gross Margin
- 26.9%
- Operating Margin
- 9.4%
- Net Margin
- 5.8%
- ROE
- 23.2%
- ROIC
- 10.3%
Balance Sheet
- Debt/Equity
- 1.22
- Current Ratio
- 2.63
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.