Core & Main Inc (CNM)vsQXO, Inc. (QXO)
CNM
Core & Main Inc
$52.37
+4.63%
INDUSTRIALS · Cap: $9.35B
QXO
QXO, Inc.
$15.76
-2.90%
INDUSTRIALS · Cap: $11.90B
Smart Verdict
WallStSmart Research — data-driven comparison
QXO, Inc. generates 12% more annual revenue ($8.56B vs $7.65B). CNM leads profitability with a 5.9% profit margin vs -6.0%. 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-
QXO
Buy50
out of 100
Grade: C-
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 QXO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 22 in profit
Reasonable price relative to book value
Revenue surging 12716.0% year-over-year
Areas to Watch
5.9% margin — thin
Elevated debt levels
Revenue declined 0.1%
Expensive relative to growth rate
0.0% earnings growth
Distress zone — elevated risk
Weak financial health signals
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 : QXO
The strongest argument for QXO centers on Price/Book, Revenue Growth. Revenue growth of 12716.0% demonstrates continued momentum.
Bear Case : CNM
The primary concerns for CNM are Profit Margin, Debt/Equity, Revenue Growth.
Bear Case : QXO
The primary concerns for QXO are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
CNM profiles as a value stock while QXO is a hypergrowth play — different risk/reward profiles.
QXO carries more volatility with a beta of 2.20 — expect wider price swings.
QXO is growing revenue faster at 12716.0% — sustainability is the question.
CNM generates stronger free cash flow (253M), providing more financial flexibility.
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) 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 →QXO, Inc.
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
QXO, Inc. is a business application, technology, and consulting company in North America. The company is headquartered in Greenwich, Connecticut.
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