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Upturn AI SWOT - About
Core & Main Inc (CNM)
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Upturn Advisory Summary
06/27/2025: CNM (3-star) is a STRONG-BUY. BUY since 39 days. Profits (12.03%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
14 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Year Target Price $60.12
Year Target Price $60.12
| 6 | Strong Buy |
| 4 | Buy |
| 3 | Hold |
| 0 | Under performing |
| 1 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 82.11% | Avg. Invested days 58 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.90B USD | Price to earnings Ratio 27.94 | 1Y Target Price 62.59 |
Price to earnings Ratio 27.94 | 1Y Target Price 62.59 | ||
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 37.22 - 60.40 | Updated Date 06/29/2025 |
52 Weeks Range 37.22 - 60.40 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.16 |
Earnings Date
Report Date 2025-06-10 | When - | Estimate 0.5355 | Actual 0.5258 |
Profitability
Profit Margin 5.47% | Operating Margin (TTM) 8.95% |
Management Effectiveness
Return on Assets (TTM) 7.33% | Return on Equity (TTM) 25.28% |
Valuation
Trailing PE 27.94 | Forward PE 26.81 | Enterprise Value 13968543990 | Price to Sales(TTM) 1.56 |
Enterprise Value 13968543990 | Price to Sales(TTM) 1.56 | ||
Enterprise Value to Revenue 1.84 | Enterprise Value to EBITDA 15.22 | Shares Outstanding 189654000 | Shares Floating 176418487 |
Shares Outstanding 189654000 | Shares Floating 176418487 | ||
Percent Insiders 0.55 | Percent Institutions 113.05 |
Analyst Ratings
Rating 4.07 | Target Price 60.12 | Buy 4 | Strong Buy 6 |
Buy 4 | Strong Buy 6 | ||
Hold 3 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Core & Main Inc
Company Overview
History and Background
Core & Main, Inc. (CNM) was founded in August 2017. It evolved from a division of HD Supply and was acquired by Clayton, Dubilier & Rice before becoming a publicly traded company in 2021.
Core Business Areas
- Waterworks: Distribution of water, sewer, and fire protection products for municipalities, contractors, and industrial customers.
- Fire Protection: Distribution and fabrication of fire protection systems.
- Infrastructure: Providing products and services related to infrastructure development and maintenance.
Leadership and Structure
Steve LeClair serves as the Chairman and Chief Executive Officer. The company has a typical corporate structure with various departments responsible for finance, operations, sales, and marketing.
Top Products and Market Share
Key Offerings
- Pipes and Fittings: Water and sewer pipes and fittings constitute a significant portion of Core & Main's revenue. Market share data varies regionally, but competitors include Ferguson (FERG) and HD Supply Waterworks. Hard to specify market share with the amount of different markets being servered, as a distributor, it would be a complex problem
- Fire Protection Products: Includes sprinkler systems, fire hydrants, and related components. Similar to Pipes and Fittings, the market share data is hard to attain, but Anvil International and Victaulic are competitors.
- Valves and Hydrants: Valves and hydrants used in water and wastewater infrastructure. Competitors include Mueller Water Products (MWA) and American Cast Iron Pipe Company.
Market Dynamics
Industry Overview
The water and fire protection industry is driven by infrastructure spending, population growth, and regulatory requirements related to water quality and safety.
Positioning
Core & Main is a leading distributor in the waterworks and fire protection industries. Its competitive advantage lies in its scale, national presence, and value-added services.
Total Addressable Market (TAM)
The North American water infrastructure market is estimated to be worth billions of dollars annually. TAM for fire protection and waterworks products is estimated at 60+ billion annually. Core & Main holds a significant share, and is well-positioned to capture further growth.
Upturn SWOT Analysis
Strengths
- National presence
- Extensive product portfolio
- Strong relationships with suppliers
- Acquisition strategy
- Experienced management team
Weaknesses
- Sensitivity to economic cycles
- Dependence on infrastructure spending
- Potential for price competition
- High debt levels from acquisitions
Opportunities
- Increased infrastructure spending
- Expansion into new geographies
- Growth in private fire protection market
- Further acquisitions of smaller distributors
Threats
- Economic downturns
- Fluctuations in raw material prices
- Changes in regulations
- Increased competition
Competitors and Market Share
Key Competitors
- FERG
- WTS
- MWA
Competitive Landscape
Core & Main benefits from its national scale and product breadth. Competitors may have strengths in specific regions or product categories. Core & Main's acquisitions and geographic expansion strengthen its position.
Major Acquisitions
Lee Supply Company
- Year: 2022
- Acquisition Price (USD millions): 112
- Strategic Rationale: Expanded geographic presence and product offerings in the fire protection market.
Fusion Utility Sales
- Year: 2024
- Acquisition Price (USD millions):
- Strategic Rationale: Enhanced presence in the waterworks market in the Southeast.
Growth Trajectory and Initiatives
Historical Growth: Core & Main has grown organically and through acquisitions. Historical growth rates would be available in company financial reports.
Future Projections: Analyst estimates for future revenue and earnings growth depend on industry trends and company-specific factors. Consensus projections vary.
Recent Initiatives: Recent strategic initiatives include acquisitions of complementary businesses and investments in technology to improve operational efficiency.
Summary
Core & Main is a leading distributor in a stable industry. The company has a solid track record of growth and has been expanding through acquisitions. They need to be mindful of debt incurred through acquisitions, and their success remains closely linked to infrastructure spending trends, but they are a well-positioned player in their sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
- Company Press Releases
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Market conditions and company performance can change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Core & Main Inc
Exchange NYSE | Headquaters Saint Louis, MO, United States | ||
IPO Launch date 2021-07-22 | CEO & Director Mr. Mark R. Witkowski C.P.A. | ||
Sector Industrials | Industry Industrial Distribution | Full time employees 5700 | Website https://www.coreandmain.com |
Full time employees 5700 | Website https://www.coreandmain.com | ||
Core & Main, Inc. distributes water, wastewater, storm drainage, and fire protection products and related services in the United States. Its 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. The company's specialty products and services are used in the maintenance, repair, replacement, and construction of water, wastewater, storm drainage, and fire protection infrastructure. It 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.
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