Core & Main Inc (CNM)vsPACCAR Inc (PCAR)
CNM
Core & Main Inc
$48.64
+8.38%
INDUSTRIALS · Cap: $7.76B
PCAR
PACCAR Inc
$106.16
+4.05%
INDUSTRIALS · Cap: $53.66B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 278% more annual revenue ($29.08B vs $7.70B). PCAR leads profitability with a 9.5% profit margin vs 6.0%. PCAR appears more attractively valued with a PEG of 0.73. PCAR earns a higher WallStSmart Score of 71/100 (B).
CNM
Buy59
out of 100
Grade: C
PCAR
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.1%
Fair Value
$34.19
Current Price
$48.64
$14.45 premium
Margin of Safety
-13.5%
Fair Value
$89.78
Current Price
$106.16
$16.38 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
19.0% revenue growth
Earnings expanding 43.6% YoY
Areas to Watch
2.5% revenue growth
6.0% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CNM
The strongest argument for CNM centers on Return on Equity, P/E Ratio. PEG of 1.43 suggests the stock is reasonably priced for its growth.
Bull Case : PCAR
The strongest argument for PCAR centers on Market Cap, PEG Ratio, Price/Book. Revenue growth of 19.0% demonstrates continued momentum. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bear Case : CNM
The primary concerns for CNM are Revenue Growth, Profit Margin, Debt/Equity.
Bear Case : PCAR
The primary concerns for PCAR are Piotroski F-Score.
Key Dynamics to Monitor
CNM profiles as a value stock while PCAR is a growth play — different risk/reward profiles.
PCAR carries more volatility with a beta of 0.99 — expect wider price swings.
PCAR is growing revenue faster at 19.0% — sustainability is the question.
PCAR generates stronger free cash flow (309M), providing more financial flexibility.
Bottom Line
PCAR scores higher overall (71/100 vs 59/100) and 19.0% revenue growth. Both earn "Strong 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 →PACCAR Inc
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.
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