Core & Main Inc (CNM)vsWESCO International Inc (WCC)
CNM
Core & Main Inc
$50.57
-0.02%
INDUSTRIALS · Cap: $9.55B
WCC
WESCO International Inc
$276.76
+1.19%
INDUSTRIALS · Cap: $13.31B
Smart Verdict
WallStSmart Research — data-driven comparison
WESCO International Inc generates 203% more annual revenue ($23.51B vs $7.76B). CNM leads profitability with a 5.6% profit margin vs 2.7%. WCC appears more attractively valued with a PEG of 1.65. WCC earns a higher WallStSmart Score of 61/100 (C+).
CNM
Buy55
out of 100
Grade: C-
WCC
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-76.8%
Fair Value
$32.71
Current Price
$50.57
$17.86 premium
Margin of Safety
-0.3%
Fair Value
$301.95
Current Price
$276.76
$25.19 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 24 in profit
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
Expensive relative to growth rate
2.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CNM
The strongest argument for CNM centers on Return on Equity.
Bull Case : WCC
The strongest argument for WCC centers on Price/Book. Revenue growth of 10.3% demonstrates continued momentum.
Bear Case : CNM
The primary concerns for CNM are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : WCC
The primary concerns for WCC are PEG Ratio, Profit Margin. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
WCC carries more volatility with a beta of 1.45 — expect wider price swings.
WCC is growing revenue faster at 10.3% — sustainability is the question.
CNM generates stronger free cash flow (604M), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WCC scores higher overall (61/100 vs 55/100) and 10.3% 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 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 →WESCO International Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
WESCO International, Inc. provides business-to-business distribution, logistics, and supply chain solutions in the United States, Canada, and internationally. The company is headquartered in Pittsburgh, Pennsylvania.
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