Core & Main Inc (CNM)vsQXO, Inc. (QXO)
CNM
Core & Main Inc
$50.57
-0.02%
INDUSTRIALS · Cap: $9.55B
QXO
QXO, Inc.
$20.46
+1.34%
INDUSTRIALS · Cap: $14.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Core & Main Inc generates 13% more annual revenue ($7.76B vs $6.84B). CNM leads profitability with a 5.6% profit margin vs -4.1%. CNM appears more attractively valued with a PEG of 1.92. CNM earns a higher WallStSmart Score of 55/100 (C-).
CNM
Buy55
out of 100
Grade: C-
QXO
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-76.8%
Fair Value
$32.71
Current Price
$50.57
$17.86 premium
Intrinsic value data unavailable for QXO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 24 in profit
Revenue surging 147.3% year-over-year
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
1.2% revenue growth
4.6% earnings growth
5.6% margin — thin
0.0% earnings growth
Weak financial health signals
Expensive relative to growth rate
ROE of -3.8% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CNM
The strongest argument for CNM centers on Return on Equity.
Bull Case : QXO
The strongest argument for QXO centers on Revenue Growth, Price/Book. Revenue growth of 147.3% demonstrates continued momentum.
Bear Case : CNM
The primary concerns for CNM are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : QXO
The primary concerns for QXO are EPS Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
CNM profiles as a value stock while QXO is a hypergrowth play — different risk/reward profiles.
QXO carries more volatility with a beta of 2.42 — expect wider price swings.
QXO is growing revenue faster at 147.3% — sustainability is the question.
CNM generates stronger free cash flow (604M), providing more financial flexibility.
Bottom Line
CNM scores higher overall (55/100 vs 48/100). 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 leading distributor of waterworks and plumbing products in the U.S., serving a diverse clientele that includes municipalities, contractors, and industrial clients. The company specializes in critical infrastructure solutions for water, wastewater, and stormwater management, emphasizing sustainable practices in an era of increasing environmental awareness. With a strong commitment to innovation, operational excellence, and customer service, Core & Main leverages its extensive supply chain to deliver high-quality products and solutions. As demand for infrastructure modernization and compliance with rigorous environmental regulations intensifies, Core & Main is poised to play a pivotal role in advancing essential water management initiatives, solidifying its position in a vital and evolving sector.
Visit Website →QXO, Inc.
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
QXO, Inc. is a business application, technology, and consulting company in North America. The company is headquartered in Greenwich, Connecticut.
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