Core & Main Inc (CNM)vsWESCO International Inc (WCC)
CNM
Core & Main Inc
$52.37
+4.63%
INDUSTRIALS · Cap: $9.35B
WCC
WESCO International Inc
$354.31
-3.02%
INDUSTRIALS · Cap: $16.89B
Smart Verdict
WallStSmart Research — data-driven comparison
WESCO International Inc generates 217% more annual revenue ($24.25B vs $7.65B). CNM leads profitability with a 5.9% profit margin vs 2.8%. CNM appears more attractively valued with a PEG of 1.46. 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
-43.7%
Fair Value
$33.64
Current Price
$52.37
$18.73 premium
Intrinsic value data unavailable for WCC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 22 in profit
Earnings expanding 48.1% YoY
Areas to Watch
5.9% margin — thin
Elevated debt levels
Revenue declined 0.1%
Expensive relative to growth rate
2.8% 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. PEG of 1.46 suggests the stock is reasonably priced for its growth.
Bull Case : WCC
The strongest argument for WCC centers on EPS Growth. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : CNM
The primary concerns for CNM are Profit Margin, Debt/Equity, Revenue Growth.
Bear Case : WCC
The primary concerns for WCC are PEG Ratio, Profit Margin, Debt/Equity. Thin 2.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
WCC carries more volatility with a beta of 1.54 — expect wider price swings.
WCC is growing revenue faster at 13.8% — sustainability is the question.
CNM generates stronger free cash flow (253M), 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 13.8% 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 →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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