Core & Main, Inc.

NYSE:CNM Stok Raporu

Piyasa değeri: US$9.2b

Core & Main Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Core & Main kazanç ve gelirin sırasıyla yıllık 11.4% ve 4.3% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 11.5% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 22% olacağı tahmin edilmektedir.

Anahtar bilgiler

11.4%

Kazanç büyüme oranı

11.46%

EPS büyüme oranı

Trade Distributors kazanç büyümesi16.5%
Gelir büyüme oranı4.3%
Gelecekteki özkaynak getirisi21.99%
Analist kapsamı

Good

Son güncelleme25 Apr 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • 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

Analiz Güncellemesi • 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
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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).
Analiz Güncellemesi • 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).
Analiz Makalesi • 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...
Analiz Güncellemesi • 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).
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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).
Analiz Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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%.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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 Alpha
Seeking 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 Alpha
Seeking 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
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Yeni Analiz • 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

Kazanç ve Gelir Büyüme Tahminleri

NYSE:CNM - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
1/31/20298,6136474485927
1/31/20288,21056863665213
1/31/20277,85149558563113
2/1/20267,647441604650N/A
11/2/20257,764435575617N/A
8/3/20257,740431564606N/A
5/4/20257,611416579620N/A
2/2/20257,441411586621N/A
10/27/20247,183410651680N/A
7/28/20246,972389753793N/A
4/28/20246,8693809911,027N/A
1/28/20246,7023711,0301,069N/A
10/29/20236,6363621,0431,082N/A
7/30/20236,627361838863N/A
4/30/20236,627366529558N/A
1/29/20236,651366376401N/A
10/30/20226,523359101129N/A
7/31/20226,110311-198N/A
5/1/20225,547176-46-24N/A
1/30/20225,00490-51-31N/A
10/31/20214,59044-22-6N/A
8/1/20214,1972822N/A
5/2/20213,85540158171N/A
1/31/20213,64237202214N/A
2/2/20203,38936180194N/A
2/3/20193,20237N/A101N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: CNM 'nin tahmini kazanç büyümesi (yıllık 11.4% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: CNM şirketinin kazançlarının (yıllık 11.4% ) US pazarından (yıllık 16.8% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: CNM şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: CNM şirketinin gelirinin (yıllık 4.3% ) US pazarından (yıllık 11.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: CNM şirketinin gelirinin (yıllık 4.3% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: CNM 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 22 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/13 00:05
Gün Sonu Hisse Fiyatı2026/05/13 00:00
Kazançlar2026/02/01
Yıllık Kazançlar2026/02/01

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Core & Main, Inc. 20 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
David MantheyBaird
Matthew BouleyBarclays
Daniel WangBerenberg