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Core & Main, Inc.

CNM

Last
$40.35
Day
-0.0%
1y
-20.9%
5y
+50.1%
52w
-32.3%
SPY YTD
+13.3%
XLI
+6.6%
Earnings
—
EMA 21
41.83
EMA 50
43.07
EMA 200
47.42
20d high
-7.9%
5y high
-39.9%
5y range
45th
Website · 5,600 employees · United States

Positions held

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Score
-30
Hold
avoid
Signal
Strong Sell
Target
$42.48
Stop
$38.61
Stop distance
4.3%
Target vs last
+5.3%

Bull / bear case

Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.

Bull case
  • Core & Main, Inc. operates in the industrial distribution sector, which is poised for growth as infrastructure spending increases across the U.S.
  • In Q3 2026, Core & Main reported a revenue increase of 12% compared to the previous quarter, reaching $2.1 billion.
  • The company achieved an operating margin of 10.6% in Q3 2026, indicating improved efficiency.
Bear case
  • Despite growth, Core & Main's stock has a sell signal with a score of -13.00, indicating potential downward pressure.
  • The gross margin decreased slightly to 26.7% in Q3 2026 from 27.2% in the prior quarter.
  • The company's debt-to-equity ratio stands at 130.66, suggesting a high level of leverage that could pose risks.

Fundamentals

Market cap$7.45BEnterprise value$9.95BTrailing P/E16.61Forward P/E11.53
PEG1.43Price / book3.67Beta0.91Dividend yield0.00%
Revenue growth2.5%Earnings growth9.2%Gross margin27.0%Operating margin10.6%
Profit margin6.0%ROE23.6%ROA7.1%Debt / equity1.31
Current ratio2.47Free cash flow$477.00MAnalyst recommendationbuyMean target$54.54
52w high$59.6652w low$39.42

Quarterly

2026-Q32026-Q22026-Q12025-Q42025-Q32025-Q2
Revenue$2.1B$1.9B$1.6B$2.1B$2.1B—
Op margin10.6%9.3%7.5%10.7%10.2%—
Net income$144M$108M$70.0M$137M$134M—
Gross margin26.7%27.2%27.1%27.2%26.8%—
Gross profit$573M$520M$428M$561M$560M—
Operating income$227M$177M$118M$220M$213M—
  • Revenue +12% vs prior quarter ($2.1B vs $1.9B).
  • Gross margin 26.7% (was 27.2% prior quarter).
  • Operating margin expanded to 10.6%.

Yearly (6y)

20262025202420232022
Revenue$7.6B$7.4B$6.7B$6.7B—
Op margin9.4%9.7%11.0%11.7%—
Net income$441M$411M$371M$366M—
Gross margin26.9%26.6%27.1%27.0%—
Gross profit$2.1B$2.0B$1.8B$1.8B—
Operating income$722M$719M$740M$775M—
Headline scan

No flags

• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).

News

CNM · daily-6.1% over 13 sessions
Close EMA21 EMA50 EMA200
39.1940.4141.6342.8544.072026-092026-092026-092026-092026-102026-102026-10
Quarterly · revenue, net income, margins
Revenue Net income Gross margin Op margin
$0M$536M$1.1B$1.6B$2.1B0%14%27%2025-Q32025-Q42026-Q12026-Q22026-Q3