Core & Main Inc (CNM)vsWW Grainger Inc (GWW)
CNM
Core & Main Inc
$52.37
+4.63%
INDUSTRIALS · Cap: $9.35B
GWW
WW Grainger Inc
$1,300.01
+0.83%
INDUSTRIALS · Cap: $62.31B
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 1.46. 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
-43.7%
Fair Value
$33.64
Current Price
$52.37
$18.73 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 15.6x book value
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 : 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) stands as a leading distributor of waterworks and plumbing products in the United States, serving a diverse range of clients including municipalities, contractors, and industrial sectors. With a strong commitment to delivering innovative infrastructure solutions for water, wastewater, and stormwater management, the company is increasingly focused on fostering sustainability amidst mounting environmental challenges. Leveraging its extensive supply chain and operational expertise, Core & Main is well-positioned to address the urgent needs for infrastructure modernization and compliance with rigorous environmental regulations, thus playing a pivotal role in advancing water management practices within the essential utilities sector.
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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