Core & Main Tidigare resultatutveckling
Tidigare kriterier kontrolleras 4/6
Core & Main har ökat intäkterna med en genomsnittlig årlig takt på 26%, medan Trade Distributors -branschen såg intäkterna växer på 6.9% årligen. Intäkterna har varit växande med en genomsnittlig takt på 11% per år. Core & Main s avkastning på eget kapital är 22.2% och den har en nettomarginal på 5.9%.
Viktig information
26.03%
Tillväxttakt i vinsten
22.74%
Tillväxttakt för EPS
| Trade Distributors Tillväxt i branschen | 23.44% |
| Intäkternas tillväxttakt | 10.95% |
| Avkastning på eget kapital | 22.23% |
| Nettomarginal | 5.87% |
| Senaste uppdateringen av resultatet | 03 May 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Uppdatering av berättelse • Jun 11
CNM: Municipal Strength And Buybacks Will Support Future Upside Potential
Analysts now hold their overall price view on Core & Main steady at a fair value of $75.00, citing small adjustments to discount rate, revenue growth, profit margin, and future P/E assumptions, rather than a fundamental change in the story. What's in the News Core & Main reported its Q4 fiscal 2025 results, highlighting its 16th consecutive year of sales growth, driven by market share gains, margin expansion, and strong cash flow.Seeking Alpha • Jun 10
Core & Main's Drop Doesn't Offer An Entry Point
Summary Core & Main, Inc. remains a Hold as shares fell after Q1 FY26 results, despite revenue beating expectations. Smart utility products and fire protection segments showed robust growth, but pipes, valves, and fittings, as well as storm drainage, declined. Management projects FY26 revenue of $7.8–$7.9B and EBITDA of $950–$980M, supporting increased share buybacks and expansion. Despite relative valuation advantages, CNM stock appears fairly valued given modest growth, warranting continued caution. Read the full article on Seeking AlphaUppdatering av berättelse • May 28
CNM: Share Repurchases And Solid Sales Outlook Will Support Future Upside
Analysts are maintaining their $75.00 price target on Core & Main, citing adjusted assumptions around the discount rate, revenue growth, profit margin, and future P/E that they view as offsetting each other at this stage. What's in the News From November 3, 2025 to March 24, 2026, Core & Main repurchased 2,024,355 shares, representing 1.07% of its shares, for US$97.7 million under its ongoing buyback (company filing).
Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Analysartikel • 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...Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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%.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...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
Ny berättelse • 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 AlphaFördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Core & Main tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 03 May 26 | 7,646 | 449 | 1,160 | 0 |
| 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 |
Kvalitetsintäkter: CNM har inkomster av hög kvalitet.
Växande vinstmarginal: CNM s nuvarande netto vinstmarginaler (5.9%) är högre än förra året (5.5%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: CNM s intäkter har ökat markant med 26% per år under de senaste 5 åren.
Accelererande tillväxt: CNM s intäktstillväxt under det senaste året ( 7.9% ) är under sitt 5-åriga genomsnitt ( 26% per år).
Resultat vs industri: CNM vinsttillväxt under det senaste året ( 7.9% ) översteg Trade Distributors branschen 3.9%.
Avkastning på eget kapital
Hög ROE: Medan CNM s avkastning på eget kapital ( 22.23% ) är hög, är detta mått skevt på grund av deras höga skuldnivå.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/21 05:09 |
| Aktiekurs vid dagens slut | 2026/06/18 00:00 |
| Intäkter | 2026/05/03 |
| Årlig intjäning | 2026/02/01 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Core & Main, Inc. bevakas av 18 analytiker. 13 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| David Manthey | Baird |
| Matthew Bouley | Barclays |
| Daniel Wang | Berenberg |