Core & Main Inc (CNM)vsPACCAR Inc (PCAR)
CNM
Core & Main Inc
$45.47
-2.24%
INDUSTRIALS · Cap: $8.51B
PCAR
PACCAR Inc
$132.06
-0.96%
INDUSTRIALS · Cap: $71.56B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 264% more annual revenue ($27.82B vs $7.65B). PCAR leads profitability with a 9.0% profit margin vs 5.9%. CNM appears more attractively valued with a PEG of 1.26. CNM earns a higher WallStSmart Score of 55/100 (C-).
CNM
Buy55
out of 100
Grade: C-
PCAR
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-30.6%
Fair Value
$33.66
Current Price
$45.47
$11.81 premium
Margin of Safety
-56.3%
Fair Value
$85.29
Current Price
$132.06
$46.77 premium
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%
Moderate valuation
0.5% revenue growth
4.2% earnings growth
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CNM
The strongest argument for CNM centers on Return on Equity. PEG of 1.26 suggests the stock is reasonably priced for its growth.
Bull Case : PCAR
The strongest argument for PCAR centers on Market Cap. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bear Case : CNM
The primary concerns for CNM are Profit Margin, Debt/Equity, Revenue Growth.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
PCAR carries more volatility with a beta of 0.98 — expect wider price swings.
PCAR is growing revenue faster at 0.5% — sustainability is the question.
PCAR generates stronger free cash flow (825M), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CNM scores higher overall (55/100 vs 52/100). 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 →PACCAR Inc
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.
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