Price
No data yet.
Social Signal Score
Analyst Ratings
14 analystsRevenue
$2.15B+175.25%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Mark R. Witkowski
- Sector
- Industrials
- Industry
- Industrial - Distribution
- Employees
- 5,600
- Beta
- 0.91
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 3.01
Financials
Revenue
$2.15B+175.2%Net Income
$144.00M+6757.1%EBITDA
$272.00M+378.9%Free Cash Flow
$44.00MEPS (diluted)
$0.77+5777.9%Shares Outstanding (diluted)
193.36M+20.8%Operating Expenses
$301.00MCash & Debt
$312.00MReturn of Capital
$169.00MRevenue by Segment (annual)
$7.65BDividend per Share
$0.01Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $7.65B | $441.00M | $2.32 |
| 2024 | $7.44B | $411.00M | $2.14 |
| 2023 | $6.70B | $371.00M | $2.83 |
| 2022 | $6.65B | $366.00M | $3.10 |
| 2021 | $5.00B | $166.00M | $0.84 |
| 2020 | $3.64B | $37.00M | $0.15 |
| 2019 | $3.39B | $36.00M | $0.15 |
| 2018 | $3.20B | $36.60M | $0.23 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from CNM's reported EPS growth of 39.1% a year over 7 years. Historical EPS growth of 39% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $8.61
- Implied price
- $206.60
- Return from $41.35
- 38.0% a year
To earn 15.0% a year on these assumptions you'd need to buy at $102.72 — today's price is already 59.7% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 16 | 20 | 24 | 28 | 32 |
|---|---|---|---|---|---|
| 20.0% | 17.4% | 22.8% | 27.3% | 31.3% | 34.9% |
| 25.0% | 22.3% | 27.9% | 32.6% | 36.8% | 40.5% |
| 30.0% | 27.2% | 33.0% | 38.0% | 42.3% | 46.1% |
| 35.0% | 32.1% | 38.1% | 43.3% | 47.7% | 51.7% |
| 40.0% | 37.0% | 43.2% | 48.6% | 53.2% | 57.4% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50-14.29%Social Signal Score
Mentions (19)
- News247wallst.com·9d ago·Neutral
These 3 Boring Stocks Have One Thing in Common: Demand That Cannot Wait A busted furnace in January or a cracked water main under Main Street share something important: neither waits for the economy to cooperate.
View source ↗ - News (Marketaux)gurufocus.com·25d ago·Positive
CNM Maintained by RBC Capital -- Price Target Lowered to $60.00 Core & Main CNM</e[+269 characters]
View source ↗ - Newsbenzinga.com·26d ago·Positive
Core & Main Analysts Slash Their Forecasts After Q2 Earnings Core & Main Inc (NYSE:CNM) reported upbeat earnings for the second quarter on Wednesday.
View source ↗ - News (RSS)fool·26d ago·Positive
Core & Main (CNM) Q2 2027 Earnings Call Transcript Data center activity doubled, offsetting residential headwinds.
View source ↗ - Newsseekingalpha.com·26d ago·Neutral
… Dive In (Upgrade) Core & Main is upgraded from ‘hold' to a soft ‘buy' after shares fell, making the stock attractively valued both absolutely and relative to peers. CNM maintained guidance for FY2026, projecting revenue of $7.8–$7.9B and EBITDA of $950–$980M, signaling management confidence despite recent earnings misses. Growth was driven by fire protection products and acquisitions, while smart utility and storm drainage segments faced short-term headwinds and tepid performance.
View source ↗ - News (Marketaux)rttnews.com·26d ago·Neutral
Core & Main Reaffirms FY26 Outlook - Update While reporting financial results for th[+321 characters]
View source ↗ - Newsmarketbeat.com·26d ago·Neutral
Core & Main Q2 Earnings Call Highlights Core & Main NYSE: CNM reported higher fiscal 2026 second-quarter sales, adjusted EBITDA and adjusted earnings per share, supported by municipal infrastructure activity, treatment plant projects, fire protection demand and growing data center-related work.
View source ↗ - Newsseekingalpha.com·26d ago·Positive
Core & Main, Inc. (CNM) Q2 2027 Earnings Call Transcript Core & Main, Inc. (CNM) Q2 2027 Earnings Call Transcript
View source ↗ - Newszacks.com·26d ago·Positive
Core & Main (CNM) Q2 Earnings and Revenues Surpass Estimates Core & Main (CNM) came out with quarterly earnings of $0.94 per share, beating the Zacks Consensus Estimate of $0.93 per share. This compares to earnings of $0.87 per share a year ago.
View source ↗ - Newsbusinesswire.com·27d ago·Neutral
Core & Main Announces Fiscal 2026 Second Quarter Results ST. LOUIS--(BUSINESS WIRE)--Core & Main Announces Fiscal 2026 Second Quarter Results.
View source ↗ - Newsbenzinga.com·27d ago·Neutral
Top Wall Street Forecasters Revamp Core & Main Expectations Ahead Of Q2 Earnings Core & Main, Inc. (NYSE:CNM) will release its second quarter earnings report before the opening bell on Wednesday, Sept. 9.
View source ↗ - Newszacks.com·33d ago·Neutral
4 Manufacturing Tools Stocks to Watch on Prospering Industry Trends An increase in manufacturing activities, technological progress and strategic acquisitions favor the Zacks Manufacturing-Tools & Related Products industry's near-term prospects. LECO, SWK, CNM and KMT are some promising stocks in the industry.
View source ↗ - Newszacks.com·34d ago·Negative
Core & Main (CNM) Falls More Steeply Than Broader Market: What Investors Need to Know In the closing of the recent trading day, Core & Main (CNM) stood at $42.07, denoting a -2.07% move from the preceding trading day.
View source ↗ - Newsglobenewswire.com·38d ago·Neutral
New Mexico Community College, Public School District Partner to Open Transportation Technology Center Rio Rancho, New Mexico, Aug. 28, 2026 (GLOBE NEWSWIRE) -- Central New Mexico Community College (CNM) and Rio Rancho Public Schools (RRPS) celebrated the grand opening Friday of the Transportation Systems Technology Center at the RioTECH Career Technical Education High School.
View source ↗ - Newszacks.com·40d ago·Neutral
Core & Main (CNM) Declines More Than Market: Some Information for Investors In the most recent trading session, Core & Main (CNM) closed at $43.37, indicating a -1.61% shift from the previous trading day.
View source ↗ - Newsbusinesswire.com·40d ago·Neutral
Core & Main to Announce Fiscal 2026 Second Quarter Results ST. LOUIS--(BUSINESS WIRE)--Core & Main to Announce Fiscal 2026 Second Quarter Results.
View source ↗ - Newszacks.com·46d ago·Neutral
Core & Main (CNM) Registers a Bigger Fall Than the Market: Important Facts to Note The latest trading day saw Core & Main (CNM) settling at $44.46, representing a -1.83% change from its previous close.
View source ↗ - Newsseekingalpha.com·54d ago·Neutral
Core & Main: Buy Before Growth Accelerates Core & Main is initiated with a Buy rating and a $62 price target, implying 35.6% upside as growth trends improve. Recent underperformance stems from sluggish revenue growth, particularly in the PVF segment, but easier comps and segment rebounds are expected to drive sequential acceleration. CNM's diversified product mix, strong M&A track record, and disciplined pricing position the company for margin expansion and potential multiple rerating.
View source ↗ - Newszacks.com·54d ago·Negative
Core & Main (CNM) Stock Declines While Market Improves: Some Information for Investors In the closing of the recent trading day, Core & Main (CNM) stood at $46.06, denoting a -1.22% move from the preceding trading day.
View source ↗
Earnings
Tue, Dec 8(in 2 months)
Consensus estimate $0.92 per share
Typical surprise +3.4% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Sep 9$0.94 vs $0.91beat
- Wed, Jun 10$0.57 vs $0.53beat
- Tue, Mar 24$0.38 vs $0.33beat
- Tue, Dec 9$0.72 vs $0.70beat
- Tue, Sep 9$0.87 vs $0.78beat
- Tue, Jun 10$0.52 vs $0.52miss
Estimates and results for CNM via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by CNM officers and directors.
- Bought
- $195k
- Sold
- $11.2m
2 trades
6 trades
- Hope James Dbought
- Bradbury Robyn Lsold
- Bradbury Robyn Lsold
- Hope James Dbought
- Witkowski Mark Rsold
- Bradbury Robyn Lsold
- Castellano James Gsold
- Kimbrough Orvin Tsold
92 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- April Delaneyhouse · MD06 · disclosed Sep 10, 2026 (16d later)Sell$100,001 - $250,000
- Michael T. McCaulhouse · TX10 · disclosed Jul 13, 2026 (25d later)Sell$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed Jul 8, 2026 (26d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (24d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Oct 22, 2025 (41d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Oct 13, 2025 (13d later)Buy$250,001 - $500,000
- Michael T. McCaulhouse · TX10 · disclosed Oct 13, 2025 (21d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Oct 13, 2025 (13d later)Buy$1,000,001 - $5,000,000
- April McClain Delaneyhouse · MD06 · disclosed Sep 3, 2025 (23d later)Sell$15,001 - $50,000
- April McClain Delaneyhouse · MD06 · disclosed Sep 3, 2025 (30d later)Sell$15,001 - $50,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (57d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (63d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jul 9, 2025 (35d later)Sell$15,001 - $50,000
- April McClain Delaneyhouse · MD06 · disclosed May 2, 2025 (25d later)Buy$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed Mar 21, 2025 (41d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Oct 14, 2024 (34d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Oct 14, 2024 (34d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Sep 18, 2024 (23d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.