Core & Main Inc (CNM)vsWW Grainger Inc (GWW)
CNM
Core & Main Inc
$50.57
-0.02%
INDUSTRIALS · Cap: $9.55B
GWW
WW Grainger Inc
$1,075.87
+0.98%
INDUSTRIALS · Cap: $50.97B
Smart Verdict
WallStSmart Research — data-driven comparison
WW Grainger Inc generates 131% more annual revenue ($17.94B vs $7.76B). GWW leads profitability with a 9.5% profit margin vs 5.6%. GWW appears more attractively valued with a PEG of 1.81. CNM earns a higher WallStSmart Score of 55/100 (C-).
CNM
Buy55
out of 100
Grade: C-
GWW
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-76.8%
Fair Value
$32.71
Current Price
$50.57
$17.86 premium
Margin of Safety
-399.9%
Fair Value
$240.52
Current Price
$1075.87
$835.35 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 24 in profit
Every $100 of equity generates 46 in profit
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
1.2% revenue growth
4.6% earnings growth
5.6% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 13.7x book value
4.5% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : CNM
The strongest argument for CNM centers on Return on Equity.
Bull Case : GWW
The strongest argument for GWW centers on Return on Equity, Market Cap.
Bear Case : CNM
The primary concerns for CNM are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : GWW
The primary concerns for GWW are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
GWW carries more volatility with a beta of 1.09 — expect wider price swings.
GWW is growing revenue faster at 4.5% — sustainability is the question.
CNM generates stronger free cash flow (604M), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CNM scores higher overall (55/100 vs 50/100). 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 in the U.S., serving a diverse clientele that includes municipalities, contractors, and industrial clients. The company specializes in critical infrastructure solutions for water, wastewater, and stormwater management, emphasizing sustainable practices in an era of increasing environmental awareness. With a strong commitment to innovation, operational excellence, and customer service, Core & Main leverages its extensive supply chain to deliver high-quality products and solutions. As demand for infrastructure modernization and compliance with rigorous environmental regulations intensifies, Core & Main is poised to play a pivotal role in advancing essential water management initiatives, solidifying its position in a vital and evolving sector.
Visit Website →WW Grainger Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
W. W. Grainger, Inc. is an American Fortune 500 industrial supply company founded in 1927 in Chicago by William W. (Bill) Grainger.
Visit Website →Compare with Other INDUSTRIAL DISTRIBUTION Stocks
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