Core & Main Inc (CNM)vsDeere & Company (DE)
CNM
Core & Main Inc
$52.37
+4.63%
INDUSTRIALS · Cap: $9.35B
DE
Deere & Company
$583.44
+0.13%
INDUSTRIALS · Cap: $155.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 519% more annual revenue ($47.34B vs $7.65B). DE leads profitability with a 10.1% profit margin vs 5.9%. CNM appears more attractively valued with a PEG of 1.46. CNM earns a higher WallStSmart Score of 55/100 (C-).
CNM
Buy55
out of 100
Grade: C-
DE
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-43.7%
Fair Value
$33.64
Current Price
$52.37
$18.73 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
Large-cap with strong market position
Areas to Watch
5.9% margin — thin
Elevated debt levels
Revenue declined 0.1%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : CNM
The strongest argument for CNM centers on Return on Equity. PEG of 1.46 suggests the stock is reasonably priced for its growth.
Bull Case : DE
The strongest argument for DE centers on Market Cap.
Bear Case : CNM
The primary concerns for CNM are Profit Margin, Debt/Equity, Revenue Growth.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 2.34 is elevated, increasing financial risk.
Key Dynamics to Monitor
CNM profiles as a value stock while DE is a declining play — different risk/reward profiles.
DE carries more volatility with a beta of 0.93 — expect wider price swings.
CNM is growing revenue faster at -0.1% — sustainability is the question.
DE generates stronger free cash flow (874M), providing more financial flexibility.
Bottom Line
CNM scores higher overall (55/100 vs 49/100). Both earn "Buy" and "Hold" 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) stands as a leading distributor of waterworks and plumbing products in the United States, serving a diverse range of clients including municipalities, contractors, and industrial sectors. With a strong commitment to delivering innovative infrastructure solutions for water, wastewater, and stormwater management, the company is increasingly focused on fostering sustainability amidst mounting environmental challenges. Leveraging its extensive supply chain and operational expertise, Core & Main is well-positioned to address the urgent needs for infrastructure modernization and compliance with rigorous environmental regulations, thus playing a pivotal role in advancing water management practices within the essential utilities sector.
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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