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Industrials - Industrial - Distribution - NYSE - US
$ 45.4
-1.6 %
$ 8.63 B
Market Cap
21.31
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one CNM stock under the worst case scenario is HIDDEN Compared to the current market price of 45.4 USD, Core & Main, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one CNM stock under the base case scenario is HIDDEN Compared to the current market price of 45.4 USD, Core & Main, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one CNM stock under the best case scenario is HIDDEN Compared to the current market price of 45.4 USD, Core & Main, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart CNM

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$58.0$58.0$56.0$56.0$54.0$54.0$52.0$52.0$50.0$50.0$48.0$48.0$46.0$46.0$44.0$44.0$42.0$42.0$40.0$40.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
7.44 B REVENUE
11.03%
719 M OPERATING INCOME
-2.84%
434 M NET INCOME
16.98%
621 M OPERATING CASH FLOW
-41.91%
-788 M INVESTING CASH FLOW
-191.85%
174 M FINANCING CASH FLOW
117.85%
1.7 B REVENUE
-16.68%
124 M OPERATING INCOME
-44.39%
67 M NET INCOME
-56.21%
235 M OPERATING CASH FLOW
-9.62%
-31 M INVESTING CASH FLOW
77.70%
-206 M FINANCING CASH FLOW
-66.13%
Balance Sheet Core & Main, Inc.
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Current Assets 2.02 B
Cash & Short-Term Investments 8 M
Receivables 1.07 B
Other Current Assets 951 M
Non-Current Assets 3.84 B
Long-Term Investments 0
PP&E 412 M
Other Non-Current Assets 3.43 B
18.16 %16.20 %7.02 %58.48 %Total Assets$5.9b
Current Liabilities 866 M
Accounts Payable 562 M
Short-Term Debt 91 M
Other Current Liabilities 213 M
Non-Current Liabilities 3.23 B
Long-Term Debt 2.42 B
Other Non-Current Liabilities 815 M
13.72 %5.20 %58.96 %19.90 %Total Liabilities$4.1b
EFFICIENCY
Earnings Waterfall Core & Main, Inc.
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Revenue 7.44 B
Cost Of Revenue 5.46 B
Gross Profit 1.98 B
Operating Expenses 1.26 B
Operating Income 719 M
Other Expenses 285 M
Net Income 434 M
8b8b7b7b6b6b5b5b4b4b3b3b2b2b1b1b007b(5b)2b(1b)719m(285m)434mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
26.61% GROSS MARGIN
26.61%
9.66% OPERATING MARGIN
9.66%
5.52% NET MARGIN
5.52%
24.20% ROE
24.20%
7.00% ROA
7.00%
10.61% ROIC
10.61%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Core & Main, Inc.
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1b1b1b1b800m800m600m600m400m400m200m200m00(200m)(200m)202020202021202120222022202320232024202420252025
Net Income 434 M
Depreciation & Amortization 194 M
Capital Expenditures -35 M
Stock-Based Compensation 14 M
Change in Working Capital -42 M
Others -12 M
Free Cash Flow 586 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Core & Main, Inc.
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Wall Street analysts predict an average 1-year price target for CNM of $54.7 , with forecasts ranging from a low of $38 to a high of $65 .
CNM Lowest Price Target Wall Street Target
38 USD -16.30%
CNM Average Price Target Wall Street Target
54.7 USD 20.41%
CNM Highest Price Target Wall Street Target
65 USD 43.17%
Price
Max Price Target
Min Price Target
Average Price Target
6565606055555050454540403535May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 11
6. Ownership
Insider Ownership Core & Main, Inc.
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Sold
0-3 MONTHS
3.25 M USD 2
3-6 MONTHS
25.6 M USD 6
6-9 MONTHS
1.33 M USD 1
9-12 MONTHS
7.79 M USD 4
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Core & Main: Rating Downgrade On Uncertain FY25 Outlook I downgraded Core & Main to hold due to macro uncertainty and a soft FY25 outlook, despite Q4-24 results being in line. Organic growth stalled with just 1.5% y/y in Q4-24; FY25 revenue guidance implies only 2-5% growth, significantly lower than FY24's 11%. Elevated SG&A costs from recent acquisitions hinder margin expansion, making earnings growth reliant on cost reductions, which seems unlikely. seekingalpha.com - 3 weeks ago
Core & Main, Inc. (CNM) Q4 2024 Earnings Call Transcript Core & Main, Inc. (NYSE:CNM ) Q4 2024 Earnings Conference Call March 25, 2025 8:30 AM ET Company Participants Robyn Bradbury - SVP of Finance, IR Steve LeClair - Chair and CEO Mark Witkowski - CFO Conference Call Participants David Manthey - Baird Joe Ritchie - Goldman Sachs Nigel Coe - Wolfe Research Patrick Baumann - JPMorgan Brian Biros - Thompson Research Group Operator Hello, and welcome to the Core & Main Q4 2024 Earnings Call. My name is Alex, and I'll be coordinating the call today [Operator Instructions]. seekingalpha.com - 3 weeks ago
US Stocks Mixed; Core & Main Posts Downbeat Earnings U.S. stocks traded mixed this morning, with the Nasdaq Composite gaining around 0.1% on Tuesday. benzinga.com - 3 weeks ago
Core & Main (CNM) Q4 Earnings Lag Estimates Core & Main (CNM) came out with quarterly earnings of $0.33 per share, missing the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.34 per share a year ago. zacks.com - 3 weeks ago
Core & Main Misses Q4 Earnings Estimates, Changes Leadership As Sales Reach $1.7 Billion On Tuesday, Core & Main Inc. CNM reported fourth-quarter earnings of 33 cents per share, missing the consensus of 36 cents. benzinga.com - 3 weeks ago
Core & Main Announces Fiscal 2024 Fourth Quarter and Full-Year Results ST. LOUIS--(BUSINESS WIRE)--Core & Main Announces Fiscal 2024 Fourth Quarter and Full-Year Results. businesswire.com - 3 weeks ago
Core & Main Announces Leadership Transition ST. LOUIS--(BUSINESS WIRE)--Core & Main Announces Leadership Transition. businesswire.com - 3 weeks ago
Top Wall Street Forecasters Revamp Core & Main Price Expectations Ahead Of Q4 Earnings Core & Main, Inc. CNM will release its first-quarter financial results, before the opening bell, on Tuesday, March 25. benzinga.com - 3 weeks ago
Brokers Suggest Investing in Core & Main (CNM): Read This Before Placing a Bet The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. zacks.com - 3 weeks ago
Core & Main (CNM) Stock Falls Amid Market Uptick: What Investors Need to Know In the latest trading session, Core & Main (CNM) closed at $48.27, marking a -0.49% move from the previous day. zacks.com - 4 weeks ago
Core & Main (CNM) Rises But Trails Market: What Investors Should Know Core & Main (CNM) closed at $47.85 in the latest trading session, marking a +0.36% move from the prior day. zacks.com - 1 month ago
Core & Main to Announce Fiscal 2024 Fourth Quarter and Full-Year Results ST. LOUIS--(BUSINESS WIRE)--Core & Main to Announce Fiscal 2024 Fourth Quarter and Full-Year Results. businesswire.com - 1 month ago
8. Profile Summary

Core & Main, Inc. CNM

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COUNTRY US
INDUSTRY Industrial - Distribution
MARKET CAP $ 8.63 B
Dividend Yield 0.00%
Description Core & Main, Inc. distributes water, wastewater, storm drainage, and fire protection products and related services to municipalities, private water companies, and professional contractors in the municipal, non-residential, and residential end markets in the United States. Its products include pipes, valves, hydrants, fittings, and other products and services; storm drainage products, such as corrugated piping systems, retention basins, inline drains, manholes, grates, geosynthetics, and other related products; fire protection products, including fire protection pipes, sprinkler heads and other devices, fire suppression systems, and related accessories, as well as fabrication services; and meter products, such as smart meter products, installation, software and other services. The company's specialty products and services are used in the maintenance, repair, replacement, and construction of water and fire protection infrastructure. Core & Main, Inc. was founded in 1874 and is headquartered in St. Louis, Missouri.
Contact 1830 Craig Park Court, Saint Louis, MO, 63146 https://www.coreandmain.com
IPO Date July 22, 2021
Employees 5700
Officers Mr. Mark G. Whittenburg J.D. General Counsel & Secretary Mr. Jeffrey D. Giles Executive Vice President of Corporate Development Mr. Michael G. Huebert President Mr. John R. Schaller Executive Vice President Ms. Laura K. Schneider Chief Human Resources Officer Jennifer Noonan Director of Marketing & Communications