CNM$54.67
$54.65
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Powered by LiveAIOverall Analysis
BuyCore & Main shows strong fundamental performance and positive long-term thematic tailwinds in infrastructure spending. Technical indicators suggest potential short-term consolidation, but the overall trend remains bullish. The valuation is reasonable given its growth trajectory and market position.
Thematic
Core & Main is well-positioned to benefit from sustained investment in water, wastewater, and fire protection infrastructure, driven by regulatory requirements and aging systems.
Fundamental
Core & Main demonstrates solid revenue and earnings growth, with improving profitability. Its balance sheet shows increasing debt but is managed with growing free cash flow. The valuation metrics are becoming more stretched as the stock price rises.
Technical
The stock is in a strong uptrend, trading above key moving averages. However, several oscillators are indicating overbought conditions, suggesting a potential for a short-term pause or pullback.
| Factor | Score |
|---|---|
| Infrastructure Spending Tailwinds | 90 |
| Water Scarcity and Quality | 85 |
| Fire Protection Standards | 75 |
| Smart Meter Adoption | 70 |
| Competition and Market Saturation | 65 |
| Factor | Score |
|---|---|
| Valuation | 50 |
| Profitability | 70 |
| Growth | 75 |
| Balance Sheet Health | 55 |
| Cash Flow | 80 |
| Factor | Score |
|---|---|
| Trend Analysis | 85 |
| Momentum | 55 |
| Volume Confirmation | 70 |
| Support & Resistance | 60 |
| Oscillator Signals | 50 |
AI Investing Checklist
Powered by LiveAIBullish Points (7)
Consistent EPS Surprises
Core & Main, Inc. has exceeded earnings per share (EPS) estimates in 10 out of the last 12 reported quarters, indicating a pattern of strong operational execution and reliable earnings generation.
Improving Net Margins
The company has demonstrated an upward trend in net margin, increasing from 3.3% in Q1 2022 to 5.5% in Q1 2025, suggesting improved efficiency and pricing power.
Bearish Points (7)
Elevated P/E Ratio
The TTM P/E ratio of 30.17 is relatively high compared to historical figures (e.g., 11.4 in 2023), suggesting that the stock may be priced for perfection and susceptible to pullbacks if growth falters.
Missed EPS Estimate in Q3 2024
The company missed its EPS estimate in Q3 2024 (-9.11% surprise), highlighting potential operational challenges or forecasting inaccuracies that could impact future earnings.
Calendar
September 2025
9
Next Earnings Date
H: $0.92
A: $0.79
L: $0.75
H: 2.19B
A: 2.12B
L: 2.08B
Profile
Core & Main, Inc. distributes water, wastewater, storm drainage, and fire protection products and related services in the United States. Its products portfolio include pipes, valves, hydrants, fittings, and other products and services used for service, repair and replacement of underground water infrastructure; storm drainage products, such as corrugated HDPE and metal piping systems, retention basins, inline drains, manholes, grates, geosynthetics, erosion control, and other related products; fire protection products, including fire protection pipes, valves, fittings, sprinkler heads and other accessories, as well as fabrication and kitting services; smart meter products; and smart metering solutions which include meter accessories, meter installation, network infrastructure and software installation, training, and long-term services, as well as engineered treatment plant products. The company's specialty products and services are used in the maintenance, repair, replacement, and construction of water, wastewater, storm drainage, and fire protection infrastructure. It serves municipalities, private water companies, and professional contractors in the municipal, non-residential, and residential end markets. Core & Main, Inc. was founded in 1874 and is headquartered in Saint Louis, Missouri.
Seasonals
Price Target
64.34 USD
The 39 analysts offering 1 year price forecasts for CNM have a max estimate of 77.00 and a min estimate of 40.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
Related Companies
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Major direct competitor to Core & Main in wholesale distribution of plumbing, HVAC, and waterworks products across North America. Shares a very similar business model and serves overlapping customer segments.
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Leading manufacturer of fire hydrants, valves, and other critical infrastructure products for water systems. Acts as a key supplier to distributors like Core & Main and is a major player in the broader water utility market.
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Global water technology company providing pumps, treatment solutions, and smart metering systems. Operates within the same essential water infrastructure ecosystem, offering complementary solutions.
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Leading manufacturer of corrugated plastic pipe for storm sewer and drainage applications. CNM often distributes or competes with products serving similar non-pressurized infrastructure needs.