Core & Main（CNM）株式概要
コア＆メイン社は、米国で上下水道、雨水排水、防火製品および関連サービスの販売に従事している。 詳細
CNM Community Fair Values
Create NarrativeSee what 16 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Core & Main, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$48.91 |
| 52週高値 | US$67.18 |
| 52週安値 | US$43.96 |
| ベータ | 0.93 |
| 1ヶ月の変化 | -4.94% |
| 3ヶ月変化 | -15.42% |
| 1年変化 | -8.22% |
| 3年間の変化 | 80.01% |
| 5年間の変化 | n/a |
| IPOからの変化 | 106.37% |
最新ニュース
ナラティブ更新 • 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 Alphaナラティブ更新 • 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.
ナラティブ更新 • 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.分析記事 • 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...Recent updates
ナラティブ更新 • 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 Alphaナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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%.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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
新しいナラティブ • 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 Alpha株主還元
| CNM | US Trade Distributors | US 市場 | |
|---|---|---|---|
| 7D | 0.9% | 0.9% | 2.6% |
| 1Y | -8.2% | 21.8% | 26.2% |
業界別リターン: CNM過去 1 年間で21.8 % の収益を上げたUS Trade Distributors業界を下回りました。
リターン対市場: CNMは、過去 1 年間で26.2 % のリターンを上げたUS市場を下回りました。
価格変動
| CNM volatility | |
|---|---|
| CNM Average Weekly Movement | 4.5% |
| Trade Distributors Industry Average Movement | 7.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: CNM 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CNMの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1874 | 5,600 | Mark Witkowski | www.coreandmain.com |
コア＆メイン社は、米国で上下水道、雨水排水、防火製品および関連サービスの販売を行っている。同社の製品ポートフォリオには、パイプ、バルブ、給水栓、継手、その他地下水インフラのサービス、修理、交換に使用される製品とサービス、波形HDPEおよび金属製配管システム、貯水池、インライン排水溝、マンホール、格子、ジオシンセティックス、砂防、その他関連製品などの雨水排水製品が含まれる；防火製品（防火パイプ、バルブ、継手、スプリンクラーヘッド、その他付属品、加工、キッティングサービスなど）、スマートメーター製品、スマートメーター・ソリューション（メーター付属品、メーター設置、ネットワークインフラ、ソフトウェア設置、トレーニング、長期サービス、処理プラント製品など）。同社の専門製品およびサービスは、上下水道、雨水排水、防火インフラのメンテナンス、修理、交換、建設に使用される。同社は、自治体、民間水道会社、および自治体向け、非住宅向け、住宅向けの専門業者にサービスを提供している。は1874年に設立され、ミズーリ州セントルイスに本社を置いている。
Core & Main, Inc. 基礎のまとめ
| CNM 基礎統計学 | |
|---|---|
| 時価総額 | US$9.56b |
| 収益（TTM） | US$441.00m |
| 売上高(TTM) | US$7.65b |
20.9x
PER（株価収益率1.2x
P/SレシオCNM は割高か？
公正価値と評価分析を参照収益と収入
| CNM 損益計算書（TTM） | |
|---|---|
| 収益 | US$7.65b |
| 売上原価 | US$5.59b |
| 売上総利益 | US$2.06b |
| その他の費用 | US$1.62b |
| 収益 | US$441.00m |
直近の収益報告
Feb 01, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.34 |
| グロス・マージン | 26.93% |
| 純利益率 | 5.77% |
| 有利子負債／自己資本比率 | 104.5% |
CNM の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/11 10:30 |
| 終値 | 2026/05/11 00:00 |
| 収益 | 2026/02/01 |
| 年間収益 | 2026/02/01 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Core & Main, Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20
| アナリスト | 機関 |
|---|---|
| David Manthey | Baird |
| Matthew Bouley | Barclays |
| Daniel Wang | Berenberg |