Update shared on 03 Dec 2025
Fair value Decreased 0.21%Analysts have nudged their price target on Core & Main slightly lower to approximately $59.63 per share from about $59.75. This reflects marginally softer assumptions for fair value and future earnings multiples, despite largely unchanged views on growth and profitability.
What's in the News
- Core & Main lowered its fiscal 2025 guidance, now forecasting net sales of $7.6 billion to $7.7 billion, implying 2% to 3% net sales growth and average daily sales growth of 4% to 5% (company guidance).
- Between May 5, 2025 and August 3, 2025, the company repurchased 121,835 shares for $7.5 million, representing 0.06% of shares outstanding (company filing).
- Under its June 12, 2024 buyback authorization, Core & Main has now completed repurchases totaling 4,503,927 shares, or about 2.35% of shares outstanding, for $201.66 million (company filing).
Valuation Changes
- Fair Value Estimate edged down slightly to about $59.63 from roughly $59.75 per share.
- Discount Rate decreased marginally to approximately 8.49% from about 8.49%, reflecting a negligible change in the risk profile.
- Revenue Growth was effectively unchanged at roughly 3.14% annually in the long term.
- Net Profit Margin remains stable at just under 7.0%, with only an immaterial upward adjustment.
- Future P/E was trimmed slightly to about 24.63x from roughly 24.68x, indicating a modestly lower earnings multiple assumption.
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