Core & Main Inc (CNM)vsDeere & Company (DE)
CNM
Core & Main Inc
$50.37
+3.98%
INDUSTRIALS · Cap: $9.47B
DE
Deere & Company
$589.87
+5.33%
INDUSTRIALS · Cap: $159.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 511% more annual revenue ($46.73B vs $7.65B). DE leads profitability with a 10.3% profit margin vs 5.8%. CNM appears more attractively valued with a PEG of 1.46. CNM earns a higher WallStSmart Score of 55/100 (C-).
CNM
Buy55
out of 100
Grade: C-
DE
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+8.6%
Fair Value
$63.25
Current Price
$50.37
$12.88 discount
Intrinsic value data unavailable for DE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 24 in profit
Large-cap with strong market position
Areas to Watch
5.8% margin — thin
Elevated debt levels
Revenue declined 6.9%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : CNM
The strongest argument for CNM centers on Return on Equity. PEG of 1.46 suggests the stock is reasonably priced for its growth.
Bull Case : DE
The strongest argument for DE centers on Market Cap.
Bear Case : CNM
The primary concerns for CNM are Profit Margin, Debt/Equity, Revenue Growth.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
CNM profiles as a value stock while DE is a declining play — different risk/reward profiles.
CNM carries more volatility with a beta of 1.00 — expect wider price swings.
CNM is growing revenue faster at -6.9% — sustainability is the question.
CNM generates stronger free cash flow (253M), providing more financial flexibility.
Bottom Line
CNM scores higher overall (55/100 vs 49/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Core & Main Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Core & Main Inc. (CNM) is a premier distributor of waterworks and plumbing products in the United States, catering to a varied clientele that encompasses municipalities, contractors, and industrial customers. The company is dedicated to providing critical infrastructure solutions focused on water, wastewater, and stormwater management, while promoting sustainability amidst growing environmental concerns. With an emphasis on innovation and operational excellence, Core & Main utilizes its robust supply chain to deliver superior products and services. As the need for infrastructure modernization and adherence to stringent environmental regulations escalates, Core & Main is strategically positioned to lead transformative water management initiatives, reinforcing its significance within this essential and dynamic industry.
Visit Website →Deere & Company
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
John Deere is the brand name of Deere & Company, an American corporation that manufactures agricultural, construction, and forestry machinery, diesel engines, drivetrains (axles, transmissions, gearboxes) used in heavy equipment, and lawn care equipment.
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