Core & Main, Inc.
Core & Main, Inc. (CNM) is listed on NYSE and classified in Industrial Distribution, part of the Industrials sector. It is headquartered in Saint Louis, United States and has 5,600 employees. The company is worth $7.81B and trades at 17.4x its earnings of the last twelve months; the median for its sector is 24.3x. Revenue was $7.65B in fiscal 2026, up 2.8% from the year before. Net income was $441M. The share price is 29.0% below its 52-week high of $59.66. 8 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Steve Cohen (Point72 Asset Management), at $148.56M. In that quarter, 5 of them opened or added to the position and 2 reduced it. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +57.7% over 5Y.
today you would have $1,534.72▲ +53.5%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 6 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|
| Year-end price | $41.99 | $51.97 | $50.91 | $40.41 | $19.31 | $30.34 | |
| P/E | 23.7x | 18.2x | 24.4x | 23.7x | 19.0x | 35.1x | — |
| P/S | 1.4x | 1.1x | 1.4x | 1.7x | 1.5x | 0.9x | — |
| P/B | 5.7x | 4.2x | 6.2x |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings growing 25.0% a year plus a 0.0% dividend yield. Growth capped at 25%.
Median P/E of 24.3 among peers in the sector.
Median P/E of 23.7 across this company’s own years on record.
Cash flow growing 15.0% a year for 10 years, discounted at 10%, then 2.5% forever.
Sector median of 13.2x operating profit, less net debt. Banks have no EBITDA.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Companies of similar size in Industrials, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| ACMAecom | $60.83 | 21.4x | 3.6x | 2.04% | 16.61% | $7.83B |
| FPSForgent Power Solutions, Inc. | $24.92 | 83.1x | 11.5x | 0.00% | 17.04% | $7.95B |
| SPXCSPX Technologies, Inc. | $160.01 | 28.2x | 3.4x | 0.00% | 14.68% | $8.01B |
| CAECAE Inc | $25.02 |
| 8.0x |
| 5.7x |
| 3.6x |
| — |
| EPS | $2.31 | $2.13 | $2.15 | $2.13 | $0.55 | — |
| Profit margin | 5.51% | 5.77% | 5.52% | 5.54% | 5.50% | 3.32% | 1.02% |
| ROE | 22.08% | 22.08% | 24.20% | 25.57% | 20.95% | 12.53% | — |
Median of the years shown; P/E years above 200x are left out.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
6 methods answered, across 3 families.
Room for errors in the reported numbers.
+54.4% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| 37.9x |
| 2.1x |
| 0.00% |
| 5.63% |
| $8.05B |
| ZWSZurn Elkay Water Solutions Corp | $48.66 | 30.2x | 4.9x | 0.90% | 16.92% | $8.07B |
| TKRTimken Co | $108.40 | 29.4x | 2.4x | 1.33% | 8.54% | $7.51B |