Core & Main Inc (CNM)vsOshkosh Corporation (OSK)
CNM
Core & Main Inc
$50.37
+3.98%
INDUSTRIALS · Cap: $9.47B
OSK
Oshkosh Corporation
$155.35
-0.61%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 36% more annual revenue ($10.42B vs $7.65B). OSK leads profitability with a 6.2% 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-
OSK
Hold48
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
Margin of Safety
+32.8%
Fair Value
$259.60
Current Price
$155.35
$104.25 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 24 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
5.8% margin — thin
Elevated debt levels
Revenue declined 6.9%
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
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 : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : CNM
The primary concerns for CNM are Profit Margin, Debt/Equity, Revenue Growth.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
OSK is growing revenue faster at 3.5% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CNM scores higher overall (55/100 vs 48/100). OSK offers better value entry with a 32.8% margin of safety. 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 →Oshkosh Corporation
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
Oshkosh Corporation designs, manufactures and markets specialty vehicles and bodies worldwide. The company is headquartered in Oshkosh, Wisconsin.
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