Core & Main Inc (CNM)vsGE Aerospace (GE)
CNM
Core & Main Inc
$50.37
+3.98%
INDUSTRIALS · Cap: $9.47B
GE
GE Aerospace
$289.93
+2.24%
INDUSTRIALS · Cap: $296.28B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 532% more annual revenue ($48.31B vs $7.65B). GE leads profitability with a 17.9% profit margin vs 5.8%. CNM appears more attractively valued with a PEG of 1.46. GE earns a higher WallStSmart Score of 59/100 (C).
CNM
Buy55
out of 100
Grade: C-
GE
Buy59
out of 100
Grade: C
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 GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 24 in profit
Mega-cap, among the largest globally
Every $100 of equity generates 45 in profit
Strong operational efficiency at 20.2%
Revenue surging 24.7% year-over-year
Generating 1.5B in free cash flow
Areas to Watch
5.8% margin — thin
Elevated debt levels
Revenue declined 6.9%
Premium valuation, high expectations priced in
Trading at 16.3x book value
Distress zone — elevated risk
Expensive relative to growth rate
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 : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.9% and operating margin at 20.2%. Revenue growth of 24.7% demonstrates continued momentum.
Bear Case : CNM
The primary concerns for CNM are Profit Margin, Debt/Equity, Revenue Growth.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
CNM profiles as a value stock while GE is a growth play — different risk/reward profiles.
GE carries more volatility with a beta of 1.43 — expect wider price swings.
GE is growing revenue faster at 24.7% — sustainability is the question.
GE generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
GE scores higher overall (59/100 vs 55/100), backed by strong 17.9% margins and 24.7% revenue growth. Both earn "Buy" and "Buy" 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 →GE Aerospace
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Electric Company (GE) is an American multinational conglomerate incorporated in New York City and headquartered in Boston. As of 2018, the company operates through the following segments: aviation, healthcare, power, renewable energy, digital industry, additive manufacturing and venture capital and finance.
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