Core & Main Zukünftiges Wachstum
Future Kriterienprüfungen 2/6
Core & Main wird ein jährliches Gewinn- und Umsatzwachstum von 11.4% bzw. 4.3% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 11.5% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 22% betragen.
Wichtige Informationen
11.4%
Wachstumsrate der Gewinne
11.46%
EPS-Wachstumsrate
| Trade Distributors Gewinnwachstum | 16.5% |
| Wachstumsrate der Einnahmen | 4.3% |
| Zukünftige Eigenkapitalrendite | 21.99% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 25 Apr 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Analyse-Update • May 02
CNM: Share Repurchases And Modest Sales Outlook Will Keep Shares Fairly Valued
Analysts have trimmed their 12 month price target on Core & Main from about $45.94 to around $45.20, reflecting slightly adjusted assumptions on the discount rate, revenue growth, profit margin, and future P/E. What's in the News Core & Main reported that from November 3, 2025 to March 24, 2026, it repurchased 2,024,355 shares, representing 1.07% of shares, for $97.7 million under its existing buyback program (Key Developments).Seeking Alpha • Apr 20
Core & Main: The Market Is Overlooking This Steady Growth Machine
Summary Core & Main is a durable growth platform in water infrastructure, supported by structural demand and disciplined execution. CNM’s diversified end markets and scale have enabled 16 consecutive years of sales growth, with recent margin expansion and above-market organic growth. Structural drivers include aging U.S. water systems, complex infrastructure projects, and incremental demand from AI and data center growth. I rate CNM a ‘Buy’ at $50.79, with robust EPS growth potential and a forward P/E of 20.35, offering strong total return prospects. Read the full article on Seeking AlphaAnalyse-Update • Apr 17
CNM: Buybacks And Modest Sales Outlook Will Still Leave Shares Overvalued
Analysts have made a small upward adjustment to their Core & Main price target, now reflecting a fair value of about $45.94 from $45.82, supported by updated assumptions for revenue growth, profit margins and future P/E multiples. What's in the News Core & Main reported that, from November 3, 2025 to March 24, 2026, it repurchased 2,024,355 shares, representing 1.07% of shares, for $97.7 million under its ongoing buyback program.
Analyse-Update • Apr 02
CNM: Share Repurchases And Higher Long Term Revenue Assumptions Will Support Upside
Analysts now see Core & Main's fair value price target at about $60.56, down slightly from roughly $61.06. This reflects updated views on the discount rate, revenue growth, profit margin and future P/E assumptions.Analyseartikel • Mar 28
Core & Main, Inc. (NYSE:CNM) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Core & Main, Inc. ( NYSE:CNM ) last week reported its latest annual results, which makes it a good time for investors...Analyse-Update • Mar 19
CNM: Higher Revenue Assumptions Will Support A More Attractive Return Profile
Analysts have made a modest upward adjustment to their Core & Main price target to $61.06. This reflects updated views on revenue growth, profit margins and future P/E assumptions.
Analyse-Update • Mar 05
CNM: Buybacks And Active M&A Pipeline Will Drive Future Upside
Analysts have maintained their $75.00 price target for Core & Main. They point to slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E that largely offset one another in their updated models.Analyse-Update • Feb 19
CNM: Expanded Buybacks And M&A Pipeline Will Support Future Upside
Analysts have nudged their price target on Core & Main to $75.00, citing updated assumptions that pair slightly lower revenue growth with a modestly higher profit margin outlook and a small adjustment to the projected P/E multiple. What's in the News Core & Main plans to continue pursuing M&A, with management highlighting a robust pipeline of acquisition and greenfield opportunities and pointing to recent expansion into the approximately US$5b Canadian market (earnings call).Analyse-Update • Feb 04
CNM: Future M&A And Buybacks Will Still Leave Shares Overvalued
Analysts have nudged their price target for Core & Main to about $45.82 from roughly $45.14, citing updated assumptions that include slightly higher revenue growth, a modestly wider profit margin, a lower discount rate and a somewhat lower future P/E multiple. What's in the News Core & Main is actively pursuing M&A, with management highlighting a pipeline of acquisition and greenfield opportunities and plans to use its balance sheet for deals alongside investments in organic growth and share repurchases (earnings call).Analyseartikel • Feb 02
Estimating The Fair Value Of Core & Main, Inc. (NYSE:CNM)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Core & Main fair value estimate is US$52.91 With US$53.36...Analyse-Update • Jan 21
CNM: Buybacks And M&A Pipeline Will Shape Balanced Future Return Profile
Analysts have raised their price target on Core & Main by about $1.44 to approximately $61.06, reflecting updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News Management highlighted that Core & Main is actively pursuing M&A opportunities, supported by what it describes as strong free cash flow and returns on invested capital, and pointed to recent expansion into the approximately $5b Canadian market as part of this approach (earnings call).Analyse-Update • Jan 07
CNM: Future M&A And Buybacks Will Not Offset Overvaluation Risk
Analysts have lifted their fair value estimate for Core & Main from $42.38 to $45.14. They point to slightly lower revenue growth assumptions, a higher profit margin outlook, and a modestly reduced future P/E expectation as key drivers of the updated target.Analyse-Update • Dec 17
CNM: Expanded Buybacks Will Support Stronger Long Term Share Performance
Analysts have modestly trimmed their price target on Core & Main, reducing fair value from approximately $77.00 to about $75.00 per share, as they factor in slower revenue growth expectations, partly offset by slightly stronger profit margins and a marginally lower future earnings multiple. What's in the News Core & Main reaffirmed full year fiscal 2025 guidance, targeting net sales of $7.6 billion to $7.7 billion, implying 2% to 3% net sales growth and 4% to 5% average daily sales growth (company guidance).Analyse-Update • Dec 03
CNM: Ongoing Share Repurchases Will Drive Future Bullish Price Momentum
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.Analyseartikel • Nov 26
Core & Main, Inc.'s (NYSE:CNM) Shareholders Might Be Looking For Exit
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Analyse-Update • Nov 13
CNM: Continued Share Buybacks Will Support Bullish Momentum Going Forward
Narrative Update: Core & Main Analyst Price Target Adjustment Analysts have maintained their fair value price target for Core & Main at $59.75. This reflects continued confidence as only minor adjustments were made to underlying estimates and assumptions.Analyseartikel • Nov 10
Is There Now An Opportunity In Core & Main, Inc. (NYSE:CNM)?
Let's talk about the popular Core & Main, Inc. ( NYSE:CNM ). The company's shares saw significant share price movement...Analyse-Update • Oct 30
CNM: Share Repurchases And Guidance Revision Will Drive Bullish Momentum
Analysts have reaffirmed their price target for Core & Main at $59.75. This decision is supported by stable projections for revenue growth and profit margins, as well as a slight reduction in the estimated discount rate.Analyse-Update • Oct 16
New Locations And Acquisitions Will Extend Geographic Reach
Analysts have slightly raised their price target for Core & Main from $59.00 to $59.75. This reflects minor adjustments in growth, profitability, and valuation expectations.Analyse-Update • Sep 26
New Locations And Acquisitions Will Extend Geographic Reach
Despite modest improvements in both revenue growth and net profit margin forecasts, the consensus analyst price target for Core & Main remained effectively unchanged, dipping slightly from $59.64 to $59.00. What's in the News Core & Main lowered its fiscal 2025 earnings guidance, revising net sales expectations to $7.6–$7.7 billion, with net sales growth of 2%–3% and average daily sales growth of 4%–5%.Analyse-Update • Sep 11
New Locations And Acquisitions Will Extend Geographic Reach
Core & Main’s consensus price target has been revised downward, primarily reflecting weaker projected revenue growth and a decline in net profit margins, resulting in a new fair value estimate of $59.64. What's in the News Core & Main lowered its fiscal 2025 earnings guidance, now expecting net sales of $7.6 to $7.7 billion, representing 2% to 3% net sales growth and 4% to 5% average daily sales growth.Analyse-Update • Aug 27
New Locations And Acquisitions Will Extend Geographic Reach
A modest decrease in Core & Main's forward P/E ratio suggests a slight improvement in relative valuation, which supports the marginal increase in the consensus analyst price target from $64.50 to $65.21. What's in the News Completed repurchase of 4,382,092 shares (2.29% of shares outstanding) for $194.16 million under the announced buyback program.Analyseartikel • Aug 25
Core & Main (NYSE:CNM) Seems To Use Debt Quite Sensibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyseartikel • Aug 04
Core & Main (NYSE:CNM) Is Experiencing Growth In Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Analyseartikel • Jul 17
Should You Investigate Core & Main, Inc. (NYSE:CNM) At US$60.49?
Let's talk about the popular Core & Main, Inc. ( NYSE:CNM ). The company's shares received a lot of attention from a...Analyseartikel • Jun 29
Core & Main, Inc.'s (NYSE:CNM) Popularity With Investors Is Clear
Core & Main, Inc.'s ( NYSE:CNM ) price-to-earnings (or "P/E") ratio of 27.5x might make it look like a strong sell...Analyseartikel • May 24
Core & Main (NYSE:CNM) Seems To Use Debt Quite Sensibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Seeking Alpha • Mar 29
Core & Main: Rating Downgrade On Uncertain FY25 Outlook
Summary I downgraded Core & Main to hold due to macro uncertainty and a soft FY25 outlook, despite Q4-24 results being in line. Organic growth stalled with just 1.5% y/y in Q4-24; FY25 revenue guidance implies only 2-5% growth, significantly lower than FY24's 11%. Elevated SG&A costs from recent acquisitions hinder margin expansion, making earnings growth reliant on cost reductions, which seems unlikely. CNM's valuation at 12x forward EBITDA lacks a margin of safety given the uncertain macro environment and potential for further downside. Read the full article on Seeking AlphaSeeking Alpha • Feb 25
Core & Main: Good Growth Prospects And Attractively Valued
Summary Core & Main, Inc. has strong growth prospects due to aging infrastructure, reshoring trends, and a recovering residential market as interest rates decline. The company's margin outlook is positive, with expected pricing improvements in 2025 and SG&A leverage from increased volumes, supporting a buy rating. CNM's valuation is attractive compared to high-quality distributor peers, with potential for re-rating as it continues to execute well and achieve solid EPS growth. Read the full article on Seeking AlphaSeeking Alpha • Dec 04
Core & Main: Despite A Stellar Quarter, Market-Beating Upside Is Unlikely
Summary Core & Main's Q3 2024 results exceeded expectations, with revenue up 11.5% to $2.04 billion and EPS rising from $0.65 to $0.69. Despite strong performance, mixed cash flow metrics and high valuation justify maintaining a 'hold' rating for the stock. Management's commitment to growth is evident with 10 acquisitions this year, aiming for 2-4% annual organic and acquisition-driven revenue growth. While long-term prospects are promising, shares are not cheap enough to warrant a buy, even if relatively cheaper compared to peers. Read the full article on Seeking Alpha
Neue Analyse • Sep 24
Critical Growth And Smart Acquisitions Set To Boost Market Presence And Profitability
Strategic acquisitions and smart utility solutions focus, such as advanced metering, position the company for above-market revenue growth and technological differentiation.Seeking Alpha • Sep 10
Core & Main: 40% Selloff Since May, But I Am Not Buying Yet
Summary Core & Main faces significant headwinds, including weather disruptions, lower steel pipe prices, and a slowdown in commercial projects, impacting their recent performance. Despite a solid share buyback program and manageable debt levels, the lack of insider buying activity raises concerns about a potential decline in the share price in the near future. Acquisition-driven growth contributed 9% to sales increases, but without acquisitions, sales would have dropped 3.5%. I’m concerned about their reliance on acquisitions for growth. I maintain a Hold rating due to ongoing headwinds and pressures, with a high risk of the share price dropping further toward the $32 level. Read the full article on Seeking AlphaGewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 1/31/2029 | 8,613 | 647 | 448 | 592 | 7 |
| 1/31/2028 | 8,210 | 568 | 636 | 652 | 13 |
| 1/31/2027 | 7,851 | 495 | 585 | 631 | 13 |
| 2/1/2026 | 7,647 | 441 | 604 | 650 | N/A |
| 11/2/2025 | 7,764 | 435 | 575 | 617 | N/A |
| 8/3/2025 | 7,740 | 431 | 564 | 606 | N/A |
| 5/4/2025 | 7,611 | 416 | 579 | 620 | N/A |
| 2/2/2025 | 7,441 | 411 | 586 | 621 | N/A |
| 10/27/2024 | 7,183 | 410 | 651 | 680 | N/A |
| 7/28/2024 | 6,972 | 389 | 753 | 793 | N/A |
| 4/28/2024 | 6,869 | 380 | 991 | 1,027 | N/A |
| 1/28/2024 | 6,702 | 371 | 1,030 | 1,069 | N/A |
| 10/29/2023 | 6,636 | 362 | 1,043 | 1,082 | N/A |
| 7/30/2023 | 6,627 | 361 | 838 | 863 | N/A |
| 4/30/2023 | 6,627 | 366 | 529 | 558 | N/A |
| 1/29/2023 | 6,651 | 366 | 376 | 401 | N/A |
| 10/30/2022 | 6,523 | 359 | 101 | 129 | N/A |
| 7/31/2022 | 6,110 | 311 | -19 | 8 | N/A |
| 5/1/2022 | 5,547 | 176 | -46 | -24 | N/A |
| 1/30/2022 | 5,004 | 90 | -51 | -31 | N/A |
| 10/31/2021 | 4,590 | 44 | -22 | -6 | N/A |
| 8/1/2021 | 4,197 | 2 | 8 | 22 | N/A |
| 5/2/2021 | 3,855 | 40 | 158 | 171 | N/A |
| 1/31/2021 | 3,642 | 37 | 202 | 214 | N/A |
| 2/2/2020 | 3,389 | 36 | 180 | 194 | N/A |
| 2/3/2019 | 3,202 | 37 | N/A | 101 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: CNMDas prognostizierte Gewinnwachstum (11.4% pro Jahr) liegt über der Sparquote (3.5%).
Ertrag vs. Markt: CNMDie Erträge des Unternehmens (11.4% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (16.7% pro Jahr).
Hohe Wachstumserträge: CNMDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: CNMDie Einnahmen des Unternehmens (4.3% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.6% pro Jahr).
Hohe Wachstumseinnahmen: CNMDie Einnahmen des Unternehmens (4.3% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: CNMDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (22%)
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/11 20:28 |
| Aktienkurs zum Tagesende | 2026/05/08 00:00 |
| Gewinne | 2026/02/01 |
| Jährliche Einnahmen | 2026/02/01 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Core & Main, Inc. wird von 20 Analysten beobachtet. 13 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| David Manthey | Baird |
| Matthew Bouley | Barclays |
| Daniel Wang | Berenberg |