Core & Main Inc (CNM)vsDeere & Company (DE)
CNM
Core & Main Inc
$48.64
+8.38%
INDUSTRIALS · Cap: $7.76B
DE
Deere & Company
$665.83
+1.60%
INDUSTRIALS · Cap: $182.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 523% more annual revenue ($47.93B vs $7.70B). DE leads profitability with a 10.2% profit margin vs 6.0%. CNM appears more attractively valued with a PEG of 1.43. CNM earns a higher WallStSmart Score of 59/100 (C).
CNM
Buy59
out of 100
Grade: C
DE
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.1%
Fair Value
$34.19
Current Price
$48.64
$14.45 premium
Intrinsic value data unavailable for DE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Large-cap with strong market position
Generating 1.9B in free cash flow
Areas to Watch
2.5% revenue growth
6.0% margin — thin
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.9% revenue growth
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CNM
The strongest argument for CNM centers on Return on Equity, P/E Ratio. PEG of 1.43 suggests the stock is reasonably priced for its growth.
Bull Case : DE
The strongest argument for DE centers on Market Cap, Free Cash Flow.
Bear Case : CNM
The primary concerns for CNM are Revenue Growth, Profit Margin, Debt/Equity.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 2.29 is elevated, increasing financial risk.
Key Dynamics to Monitor
CNM carries more volatility with a beta of 0.91 — expect wider price swings.
DE is growing revenue faster at 4.9% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CNM scores higher overall (59/100 vs 53/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Core & Main Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Core & Main Inc. (CNM) is a leading distributor of waterworks and plumbing products across the United States, serving a diverse client base that includes municipalities, contractors, and industrial entities. The company emphasizes innovative and sustainable solutions for water management, wastewater treatment, and stormwater infrastructure, positioning itself to address the growing need for infrastructure modernization in line with strict environmental standards. With a strong supply chain and deep industry knowledge, Core & Main is well-equipped to tackle critical challenges in the utilities sector, reinforcing its status as a key player in promoting effective water management practices.
Visit Website →Deere & Company
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
John Deere is the brand name of Deere & Company, an American corporation that manufactures agricultural, construction, and forestry machinery, diesel engines, drivetrains (axles, transmissions, gearboxes) used in heavy equipment, and lawn care equipment.
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