Core & Main Inkomsten in het verleden
Verleden criteriumcontroles 4/6
Core & Main heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 30.1%, terwijl de Trade Distributors-industrie de winst zag groeien met 7.3% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 12.6%. Het rendement op eigen vermogen van Core & Main is 22.3%, en het heeft een nettomarge van 5.8%.
Belangrijke informatie
30.07%
Groei van de winst
26.16%
Groei van de winst per aandeel
| Trade Distributors Groei van de industrie | 23.44% |
| Inkomstengroei | 12.56% |
| Rendement op eigen vermogen | 22.28% |
| Nettomarge | 5.77% |
| Laatste winstupdate | 01 Feb 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Narratiefupdate • 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 AlphaNarratiefupdate • 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.
Narratiefupdate • 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...Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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...Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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...Narratiefupdate • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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%.Narratiefupdate • 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.Narratiefupdate • 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
Nieuw narratief • 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 AlphaOpbrengsten en kosten
Opbrengsten en kosten
Hoe Core & Main geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 01 Feb 26 | 7,647 | 441 | 1,154 | 0 |
| 02 Nov 25 | 7,764 | 435 | 1,169 | 0 |
| 03 Aug 25 | 7,740 | 431 | 1,148 | 0 |
| 04 May 25 | 7,611 | 416 | 1,114 | 0 |
| 02 Feb 25 | 7,441 | 411 | 1,078 | 0 |
| 27 Oct 24 | 7,183 | 410 | 1,029 | 0 |
| 28 Jul 24 | 6,972 | 389 | 995 | 0 |
| 28 Apr 24 | 6,869 | 380 | 965 | 0 |
| 28 Jan 24 | 6,702 | 371 | 931 | 0 |
| 29 Oct 23 | 6,636 | 362 | 913 | 0 |
| 30 Jul 23 | 6,627 | 361 | 904 | 0 |
| 30 Apr 23 | 6,627 | 366 | 896 | 0 |
| 29 Jan 23 | 6,651 | 366 | 880 | 0 |
| 30 Oct 22 | 6,523 | 359 | 845 | 0 |
| 31 Jul 22 | 6,110 | 311 | 802 | 0 |
| 01 May 22 | 5,547 | 176 | 764 | 0 |
| 30 Jan 22 | 5,004 | 90 | 712 | 0 |
| 31 Oct 21 | 4,590 | 44 | 672 | 0 |
| 01 Aug 21 | 4,197 | 2 | 629 | 0 |
| 02 May 21 | 3,855 | 40 | 573 | 0 |
| 31 Jan 21 | 3,642 | 37 | 556 | 0 |
| 02 Feb 20 | 3,389 | 36 | 507 | 0 |
| 03 Feb 19 | 3,202 | 37 | 458 | 0 |
Kwaliteitswinsten: CNM heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (5.8%) CNM } zijn hoger dan vorig jaar (5.5%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van CNM is de afgelopen 5 jaar aanzienlijk gegroeid met 30.1% per jaar.
Versnelling van de groei: De winstgroei van CNM over het afgelopen jaar ( 7.3% ) ligt onder het 5-jarig gemiddelde ( 30.1% per jaar).
Winst versus industrie: De winstgroei CNM over het afgelopen jaar ( 7.3% ) overtrof de Trade Distributors -sector 3.9%.
Rendement op eigen vermogen
Hoge ROE: Hoewel het rendement op eigen vermogen ( 22.28% ) van CNM hoog is, is deze metriek vertekend vanwege hun hoge schuldenniveau.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/21 16:02 |
| Aandelenkoers aan het einde van de dag | 2026/05/21 00:00 |
| Inkomsten | 2026/02/01 |
| Jaarlijkse inkomsten | 2026/02/01 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Core & Main, Inc. wordt gevolgd door 20 analisten. 13 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| David Manthey | Baird |
| Matthew Bouley | Barclays |
| Daniel Wang | Berenberg |