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Core & Main, Inc. (CNM)

Industrials | Industrial Distribution | Saint Louis, United States | NYSE
44.74 USD -1.12 (-2.442%) ⇩ (July 13, 2026, 4 p.m. EDT)

Short-term:★★★⯪☆Long-term:★★★★☆Dividends:★★⯪☆☆
Hot Take | July 11, 2026, 4:04 a.m. EDT

Core & Main presents a compelling dichotomy between a fundamentally robust business and a stock currently underperforming its technical averages. The long-term outlook is strong, driven by exceptional capital allocation; management has returned nearly 100% of the last five years' earnings to shareholders via buybacks and dividends, while maintaining a fortress balance sheet with a 24% ROE and minimal debt. The price history confirms this quality, showing a massive 208% gain over four years with zero consecutive years of decline, suggesting the market has fully recognized the company's dominance in industrial distribution. However, the short-term setup is messy. The stock is trading significantly below its 50-day and 200-day moving averages, reflecting a recent period of underperformance likely tied to the removal from key Russell indices and a lack of recent insider buying. While analysts see room for a rally toward the $60-$75 target range, the immediate path is obscured by this technical weakness. The options market reflects this tension: traders are buying calls for a near-term bounce but hedging heavily with long-dated puts, anticipating a potential deeper drop before the next leg up. For investors willing to ignore the short-term noise, the valuation gap between the current price and the intrinsic value of the business offers a solid entry point.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
MSTL ✓0.057956
AutoTheta0.059978
AutoETS0.060231
AutoARIMA0.060234

Forecast horizon: 45 days | Selected: MSTL

Forecast Reliability
Score 46%
H-stat 2.03
Ljung-Box p 0.000
Jarque-Bera p 0.421
Excess Kurtosis -0.39
Attribute Value
Sector Industrials
Debt to Equity Ratio 115.941
Revenue per Share 40.376
Market Cap 8,658,980,864
Trailing P/E 18.96
Forward P/E 14.53
Beta 0.91
Profit Margins 5.87%
Website https://www.coreandmain.com

As of July 11, 2026, 4:04 a.m. EDT: Speculators are positioning for a moderate upside move over the next few months, evidenced by heavy call volume at strikes 50 and 55 for July and September expirations. However, the presence of significant put volume at deep out-of-the-money strikes (20, 22.5, 35) for 2027 and 2028 suggests a hedge against a potential long-term mean reversion or a 'buy the dip' strategy rather than a pure bullish bet. Implied volatility is elevated on these long-dated puts relative to the near-term calls, indicating a fear of a deeper correction in the coming year despite the current uptrend.


Info Dump

Attribute Value
52 Week Change -0.25557405
Address1 1,830 Craig Park Court
All Time High 67.18
All Time Low 18.75
Ask 54.0
Ask Size 300
Audit Risk 2
Average Analyst Rating 2.0 - Buy
Average Daily Volume10 Day 2,452,080
Average Daily Volume3 Month 2,640,342
Average Volume 2,640,342
Average Volume10Days 2,452,080
Beta 0.91
Bid 17.9
Bid Size 400
Board Risk 5
Book Value 10.859
City Saint Louis
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 4
Country United States
Crypto Tradeable 0
Currency USD
Current Price 44.74
Current Ratio 2.312
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 46.68
Day Low 44.56
Debt To Equity 115.941
Display Name Core & Main
Earnings Call Timestamp End 1,749,558,600
Earnings Call Timestamp Start 1,749,558,600
Earnings Growth 0.094
Earnings Quarterly Growth 0.08
Earnings Timestamp 1,781,094,600
Earnings Timestamp End 1,788,870,600
Earnings Timestamp Start 1,788,870,600
Ebitda 919,000,000
Ebitda Margins 0.12019
Enterprise To Ebitda 11.692
Enterprise To Revenue 1.405
Enterprise Value 10,745,007,104
Eps Current Year 2.812
Eps Forward 3.08
Eps Trailing Twelve Months 2.36
Esg Populated 0
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 48.2236
Fifty Day Average Change -3.4835968
Fifty Day Average Change Percent -0.07223842
Fifty Two Week Change Percent -25.557405
Fifty Two Week High 67.18
Fifty Two Week High Change -22.439999
Fifty Two Week High Change Percent -0.33402798
Fifty Two Week Low 43.96
Fifty Two Week Low Change 0.7800026
Fifty Two Week Low Change Percent 0.017743463
Fifty Two Week Range 43.96 - 67.18
Financial Currency USD
First Trade Date Milliseconds 1,626,960,600,000
Float Shares 186,782,879
Forward Eps 3.08
Forward P E 14.525975
Free Cashflow 437,875,008
Full Exchange Name NYSE
Full Time Employees 5,600
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,782,864,000
Gross Margins 0.2706
Gross Profits 2,068,999,936
Has Pre Post Market Data 1
Held Percent Insiders 0.00484
Held Percent Institutions 1.11866
Implied Shares Outstanding 193,540,035
Industry Industrial Distribution
Industry Disp Industrial Distribution
Industry Key industrial-distribution
Ipo Expected Date 2,021-07-23
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,769,904,000
Long Business Summary Core & Main, Inc. engages in the distribution of water, wastewater, storm drainage, and fire protection products and related services in the United States. The company's products portfolio include pipes, valves, hydrants, fittings, and other products and services used for service, repair and replacement of underground water infrastructure; storm drainage products, such as corrugated HDPE and metal piping systems, retention basins, inline drains, manholes, grates, geosynthetics, erosion control, and other related products; fire protection products, including fire protection pipes, valves, fittings, sprinkler heads and other accessories, as well as fabrication and kitting services; smart meter products; and smart metering solutions which include meter accessories, meter installation, network infrastructure and software installation, training, and long-term services, as well as engineered treatment plant products. Its specialty products and services are used in the maintenance, repair, replacement, and construction of water, wastewater, storm drainage, and fire protection infrastructure. The company serves municipalities, private water companies, and professional contractors in the municipal, non-residential, and residential end markets. Core & Main, Inc. was founded in 1874 and is headquartered in Saint Louis, Missouri.
Long Name Core & Main, Inc.
Market us_market
Market Cap 8,658,980,864
Market State PRE
Max Age 86,400
Message Board Id finmb_2504079
Most Recent Quarter 1,777,766,400
Net Income To Common 449,000,000
Next Fiscal Year End 1,801,440,000
Non Diluted Market Cap 8,375,007,258
Number Of Analyst Opinions 15
Open 46.06
Operating Cashflow 655,000,000
Operating Margins 0.09267
Overall Risk 5
Payout Ratio 0.0
Peg Ratio 1.35
Phone 314 432 4700
Pre Market Change 0.0
Pre Market Change Percent 0.0
Pre Market Price 44.74
Pre Market Time 1,784,030,910
Previous Close 45.86
Price Eps Current Year 15.910384
Price Hint 2
Price To Book 4.120085
Price To Sales Trailing12 Months 1.132485
Profit Margins 0.058720004
Quick Ratio 1.278
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 2.0
Region US
Regular Market Change -1.12
Regular Market Change Percent -2.44221
Regular Market Day High 46.68
Regular Market Day Low 44.56
Regular Market Day Range 44.56 - 46.68
Regular Market Open 46.06
Regular Market Previous Close 45.86
Regular Market Price 44.74
Regular Market Time 1,783,972,802
Regular Market Volume 1,479,619
Return On Assets 0.07221
Return On Equity 0.23888001
Revenue Growth -0.001
Revenue Per Share 40.376
Sand P52 Week Change 0.20365608
Sector Industrials
Sector Disp Industrials
Sector Key industrials
Share Holder Rights Risk 8
Shares Outstanding 187,192,831
Shares Percent Shares Out 0.0505
Shares Short 9,449,427
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 9,268,108
Short Name Core & Main, Inc.
Short Percent Of Float 0.0506
Short Ratio 3.13
Source Interval 15
State MO
Symbol CNM
Target High Price 75.0
Target Low Price 40.0
Target Mean Price 60.26667
Target Median Price 62.0
Total Cash 155,000,000
Total Cash Per Share 0.828
Total Debt 2,451,000,064
Total Revenue 7,646,000,128
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps 2.36
Trailing P E 18.957628
Trailing Peg Ratio 1.3878
Triggerable 1
Two Hundred Day Average 51.2796
Two Hundred Day Average Change -6.5395966
Two Hundred Day Average Change Percent -0.12752824
Type Disp Equity
Volume 1,479,619
Website https://www.coreandmain.com
Zip 63,146