Core & Main Inc (CNM)vsWW Grainger Inc (GWW)
CNM
Core & Main Inc
$45.47
-2.24%
INDUSTRIALS · Cap: $8.51B
GWW
WW Grainger Inc
$1,282.58
-0.19%
INDUSTRIALS · Cap: $65.26B
Smart Verdict
WallStSmart Research — data-driven comparison
WW Grainger Inc generates 140% more annual revenue ($18.38B vs $7.65B). GWW leads profitability with a 9.7% profit margin vs 5.9%. CNM appears more attractively valued with a PEG of 1.26. GWW earns a higher WallStSmart Score of 60/100 (C+).
CNM
Buy55
out of 100
Grade: C-
GWW
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-30.6%
Fair Value
$33.66
Current Price
$45.47
$11.81 premium
Intrinsic value data unavailable for GWW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 22 in profit
Every $100 of equity generates 45 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
5.9% margin — thin
Elevated debt levels
Revenue declined 0.1%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 15.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CNM
The strongest argument for CNM centers on Return on Equity. PEG of 1.26 suggests the stock is reasonably priced for its growth.
Bull Case : GWW
The strongest argument for GWW centers on Return on Equity, Altman Z-Score, Market Cap. Revenue growth of 10.1% demonstrates continued momentum.
Bear Case : CNM
The primary concerns for CNM are Profit Margin, Debt/Equity, Revenue Growth.
Bear Case : GWW
The primary concerns for GWW are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
GWW carries more volatility with a beta of 1.05 — expect wider price swings.
GWW is growing revenue faster at 10.1% — sustainability is the question.
GWW generates stronger free cash flow (569M), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GWW scores higher overall (60/100 vs 55/100) and 10.1% 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 leading distributor of waterworks and plumbing products across the United States, serving a diverse client base that includes municipalities, contractors, and industrial entities. The company emphasizes innovative and sustainable solutions for water management, wastewater treatment, and stormwater infrastructure, positioning itself to address the growing need for infrastructure modernization in line with strict environmental standards. With a strong supply chain and deep industry knowledge, Core & Main is well-equipped to tackle critical challenges in the utilities sector, reinforcing its status as a key player in promoting effective water management practices.
Visit Website →WW Grainger Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
W. W. Grainger, Inc. is an American Fortune 500 industrial supply company founded in 1927 in Chicago by William W. (Bill) Grainger.
Visit Website →Compare with Other INDUSTRIAL DISTRIBUTION Stocks
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