Core & Main

NYQ:CNM · US21874C1027

Trading Companies & DistributorsLarge

360

Value56

Profit price60

EV / EBIT60

Price / Owner Earnings60

Cash yield41

Owner Earnings Yield80

Dividend Yield1

Sales & asset price48

Price/Sales68

EV / Gross Profit48

Price/Book28

Quality73

Returns on capital86

Return on Capital82

Cash Return on Capital82

Return on Equity94

Profit margins63

EBIT Margin67

Gross Profitability59

Cash backing68

Cash Conversion48

Accruals69

Owner Earnings Margin88

Growth45

Sales growth6

Profit growth52

Profit Growth61

Long-Term EPS Growth54

Owner Earnings Growth41

Reinvestment39

Price momentum23

Safety43

Debt load43

Debt serviceability65

Refinancing79

Debt Payback51

Liquidity67

Sentiment53

Analyst ratings54

Expectations trend43

Opinion Changes24

Price Target Upside61

Market mood71

Value Creation12/20creating some value

Creates more value than its capital costs
Owner earnings growing
Owner earnings per share growing
Reinvests at strong returns
Solid earnings base

What this means

Core & Main clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA

IndustryTrading Companies & Distributors

SizeLarge

TypePublic Company

ExchangeNYSE

Founded2021

Employees1,490

Websiteir.coreandmain.com/overview/default.aspx

ISINUS21874C1027

Last UpdateApr 2, 2026

Indices

S&P MIDCAP (USA)

Themes

Pollution ControlWater PurificationSmart MetersSensorsSmart Water Networks (SWN)

Description

Core & Main, Inc. (Core & Main) is a major specialty distributor dedicated to advancing reliable infrastructure with local service, nationwide. With a focus on water, wastewater, storm drainage and fire protection products, and related services, the…

Analysis

Quality compounder

Core & Main, Inc. earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess.

On valuation, the picture is fair. The owner-earnings multiple stands at 15.8×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 3% a year, against analyst forecasts of 9%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is adequate. The company scores 12/20 on our value-creation score: creating some value.

Flags to be aware of: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250

2026

All-time high

Mar 2026

All-time low

Jun 2026

Average rank

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023

Price/Sales

—

Price/Earnings

—

Price/Book

—

Dividend Yield

—

Value (overall)

—

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View

1 · Watch OutGood· 100

Value

1 · ExpensiveGood Value· 100

Quality

1 · Weak FundamentalsHigh Quality· 100

Growth

1 · Tough TimesHigh Growth· 100

Safety

1 · High LeverageWell-Financed· 100

Sentiment

1 · SkepticismPositive· 100

Learn More →