Core & Main Inc (CNM)vsQXO, Inc. (QXO)
CNM
Core & Main Inc
$45.47
-2.24%
INDUSTRIALS · Cap: $8.51B
QXO
QXO, Inc.
$15.90
+3.65%
INDUSTRIALS · Cap: $14.79B
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 1.26. CNM earns a higher WallStSmart Score of 55/100 (C-).
CNM
Buy55
out of 100
Grade: C-
QXO
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
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 1.26 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 (68M), providing more financial flexibility.
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 →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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