Core & Main, Inc. (CNM) Stock: Price, Forecast & Analyst Target
Core & Main, Inc. (CNM) — MoonshotScore 69/100 (Strong band), calculated Oct 5, 2026. Price $41.80 (+1.08%), as of the Oct 5, 2026 trading session; market cap $7.82B. Expected results Dec 8, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 25.06× (market value Oct 5, 2026; cash Aug 2, 2026) · expected results Dec 8, 2026
Core & Main, Inc. · CNM · NYSE · Industrials · Industrial - Distribution
Research dated 2026-09-13: Core & Main distributes the pipes, valves, fittings, drainage systems, fire-protection products and meters used to build, maintain and replace water-related infrastructure. Its customers include municipalities, private water utilities and contractors, making project activity and infrastructure upkeep the practical units of demand. The main question is whether rising profit can continue alongside uneven cash conversion and debt that remains far above cash.
Price as of Oct 5, 2026
Key Statistics
MoonshotScore v2 · Core & Main (CNM)
StrongWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
High quality, at a cheap price, though the balance sheet and growth are only decent. Business Quality: Solid; Financial Safety: Okay; Valuation: Fair; Growth Durability: Growing; Momentum: Quiet.
- quarterly revenue $2.15B (Q2 FY2026, quarter ended Aug 2026)
- EPS beat 6 of 8
- Altman Z 3.01 · Piotroski F 6
Helping: business quality, an attractive price
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 68 | Strong | |
| 68 | Strong | |
| 68 | Strong | |
| 68 | Strong | |
| 68 | Strong | |
| 68 | Strong |
The score moved from 68 in the stored Oct 4, 2026 snapshot to 69 in the current publication computed Oct 5, 2026 (+1); the largest pillar moves were Growth Durability +1. This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $41.80 | |
| Change on the day | +1.08% | |
| 52-week range | $40.03–$59.66 | |
| Market capitalisation | $7.82B | |
| Price / earnings (trailing) | 16.95 | |
| Beta (volatility vs the S&P 500) | 0.91 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
As is typical with the seasonality of our business, we expect the majority of our operating cash flow generation to occur during the second half of the fiscal year.
Robyn Bradbury · Statement from
As we look into the back half of the year, we do expect EBITDA expansion, like I mentioned, in the back half of the year, most of that driven by Q4. We expect overall EBITDA margin expansion and expect that to be driven a portion by gross margin and a portion by SG&A.
Robyn Bradbury · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for Core & Main (CNM): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
6 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 24, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 24, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 24, 2026, the Munger lens read the price at that time as undervalued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the CNM film — every key number, told as a short cinematic story
~2 min · open the film
What is Core & Main (CNM), and what does it report?
Short answer · as of
Core & Main is an infrastructure-products distributor, not an owner of water systems or a general industrial producer. It supplies components and related services for water, wastewater, storm drainage and fire protection projects across public, residential and commercial end markets.
Research dated 2026-09-13.
Core & Main is an infrastructure-products distributor, not an owner of water systems or a general industrial producer. It supplies components and related services for water, wastewater, storm drainage and fire protection projects across public, residential and commercial end markets.
Reported revenue is organized by product family rather than by customer or project type. Pipes, valves and fittings dominate the mix, while storm drainage, meters and fire protection broaden the basket; meter installation, software and specialized fabrication add services around those products.
What do the latest results show for Core & Main (CNM)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $2.15B.
Research dated 2026-09-13.
The latest period delivered higher revenue, gross profit, operating profit and net income than the comparable period. Operating and net profit grew faster than sales while gross profitability was broadly steady, and reported revenue and earnings came in above market expectations.
Management has not attributed the current improvement to a single lever. Its forward explanation is that expected EBITDA margin expansion should come from contributions across gross margin and selling, general and administrative expense, with more of the benefit expected later in the fiscal cycle.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $2.15B Aug 2, 2026
- Latest quarter · SG&A
- $301.00M Aug 2, 2026
- Latest quarter · FMP standardized operating result
- $227.00M Aug 2, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Aug 2, 2026 | $2.15B | Not available | $301.00M | $227.00M |
| May 3, 2026 | $1.91B | Not available | $299.00M | $177.00M |
| Feb 1, 2026 | $1.58B | Not available | $264.00M | $118.00M |
| Nov 2, 2025 | $2.06B | Not available | $295.00M | $220.00M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $2.15B Sep 9, 2026
- Latest report · revenue estimate
- $2.14B Sep 9, 2026
- Latest report · revenue vs estimate
- Above estimate Sep 9, 2026
- Latest report · EPS vs estimate
- Above estimate Sep 9, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Sep 9, 2026 | $2.15B | $2.14B | $0.9400 | $0.9090 |
| Jun 10, 2026 | $1.91B | $1.89B | $0.5700 | $0.5340 |
| Mar 24, 2026 | $1.58B | $1.59B | $0.3800 | $0.3328 |
| Dec 9, 2025 | $2.06B | $2.06B | $0.7200 | $0.7000 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $2.15B | $144M | $0.77 (diluted) |
| Q1 FY2026 | $1.91B | $108M | $0.57 (diluted) |
| Q4 FY2025 | $1.58B | $70M | $0.36 (diluted) |
| Q3 FY2025 | $2.06B | $137M | $0.72 (diluted) |
What are the financial strengths and risks for Core & Main (CNM)?
Short answer
Cash and short-term investments were $312.00M at the Aug 2, 2026 balance-sheet date. Operating cash flow was $62.00M for the quarter ended Aug 2, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
Profitability and cash generation provide the financial foundation. Operating cash flow has remained positive throughout the reported sequence, capital spending has been modest relative to that inflow, and the cash balance has risen substantially from its earlier trough. Reported liquidity ratios also indicate coverage of near-term obligations.
Leverage is the counterweight: total debt stands far above cash and investments, leaving the company firmly in a net-debt position. Cash generation also varies sharply across the fiscal cycle. A contraction in construction, maintenance or replacement activity would matter most through pipes, valves and fittings because that family supplies most revenue.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $62.00M Aug 2, 2026
- Previous quarter · operating cash flow
- $82.00M May 3, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Aug 2, 2026 | $62.00M | −$18.00M |
| May 3, 2026 | $82.00M | −$14.00M |
| Feb 1, 2026 | $268.00M | −$15.00M |
| Nov 2, 2025 | $271.00M | −$8.00M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Core & Main (CNM)?
Short answer · as of
The next earnings report is expected on Dec 8, 2026. The number it tests is the $3.11 EPS analysts carry for it.
Research dated 2026-09-13.
At the scheduled earnings release, watch whether sales remain near the recent pace while operating profit continues to outgrow revenue. Gross-margin progress and expense discipline need to support management’s expected EBITDA margin expansion rather than leaving the improvement dependent on sales volume alone.
Cash conversion deserves equal attention. Management expects operating cash flow to strengthen later in the fiscal year, so the relevant checks are a seasonal acceleration in operating inflow, continued modest capital spending, and whether accumulated cash reduces the practical weight of debt.
Market estimates anticipate continued revenue and earnings growth beyond the current fiscal period. Repeated delivery against those expectations would strengthen the case that recent profit gains are durable; weakening sales accompanied by stalled margin progress would challenge it.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
As is typical with the seasonality of our business, we expect the majority of our operating cash flow generation to occur during the second half of the fiscal year.
Robyn Bradbury ·
As we look into the back half of the year, we do expect EBITDA expansion, like I mentioned, in the back half of the year, most of that driven by Q4. We expect overall EBITDA margin expansion and expect that to be driven a portion by gross margin and a portion by SG&A.
Robyn Bradbury ·
How does Core & Main compare with its peers?
Short answer
Core & Main's score ranks 8th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Compared with broad industrial distributors, Core & Main is concentrated on the physical networks that move water, drain storm runoff and support fire suppression. Municipalities and water utilities sit directly in its customer base, while contractors connect the company to public, residential and commercial projects.
Its differentiation is also visible in the sales basket. The core pipe, valve and fitting franchise is paired with storm-drainage systems, smart meters, installation, software, fire-protection components and fabrication. That breadth can place complementary infrastructure needs within the same supplier relationship, although the revenue mix remains heavily dependent on the core product family.
| Company | Price | Market value | Score |
|---|---|---|---|
| $43.61 Oct 2, 2026 | $1.67B | 93 5-pillar Oct 5, 2026 | |
| $343.45 Oct 2, 2026 | $12.7B | 90 5-pillar Oct 5, 2026 | |
| $130.12 Oct 2, 2026 | $7.27B | 76 5-pillar Oct 5, 2026 | |
| $193.98 Oct 2, 2026 | $3.01B | 76 5-pillar Oct 5, 2026 | |
| $89.56 Oct 2, 2026 | $3.91B | 74 5-pillar Oct 5, 2026 | |
| $127.27 Oct 2, 2026 | $9.75B | 70 5-pillar Oct 5, 2026 | |
| $161.42 Oct 2, 2026 | $5.88B | 70 5-pillar Oct 5, 2026 | |
| Core & Main (CNM) — this page | $41.80 | $7.82B | 69 |
| $34.98 Oct 2, 2026 | $1.62B | 68 5-pillar Oct 5, 2026 | |
| $297.47 Oct 2, 2026 | $12.3B | 66 5-pillar Oct 5, 2026 | |
| $91.34 Oct 2, 2026 | $13.8B | 65 5-pillar Oct 5, 2026 | |
| $74.37 Oct 2, 2026 | $9.53B | 65 5-pillar Oct 5, 2026 | |
| $216.80 Oct 2, 2026 | $12.8B | 60 5-pillar Oct 5, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $48.00 – $61.00
- Consensus target
- $54.80
- Median target
- $55.00
- Revenue estimate
- $7.84B
- EPS estimate
- $3.11
Consensus record · Captured .
Measured against a quoted price of $41.80 (as of Oct 5, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Aug 4, 2026
- Transactions
- 19
- Identified insiders
- 12
- Purchases
- 1
- Sales
- 2
- Other transactions
- 16
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Reporting holders
- 460 Period end Jun 30, 2026
- Previous quarter · holders
- 484 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 18,357,688 |
| Capital World Investors | 11,473,053 |
| Fmr LLC | 8,959,133 |
| Vanguard Capital Management LLC | 8,517,598 |
| Vanguard Portfolio Management LLC | 8,251,721 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Core & Main (CNM)?
CNM Industrials Stock FAQ
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
Why do pipes, valves and fittings matter so much to Core & Main?
They form the company’s largest product family and therefore carry the greatest influence over reported revenue. Demand comes from construction as well as the maintenance, repair and replacement of water and fire-protection infrastructure.
How do smart meters change Core & Main’s business mix?
Meter products add technology, installation and software to a distribution model otherwise centered on physical infrastructure components. They broaden the offering, but remain much smaller than pipes, valves and fittings in the reported mix.
Why is Core & Main’s operating cash flow seasonal?
Management expects more operating cash generation later in the fiscal year, and the reported quarterly sequence shows pronounced variation in cash inflow. Investors therefore need to judge conversion across the fiscal cycle rather than extrapolating a single period.
What would weaken Core & Main’s infrastructure distribution model?
A broad slowdown in municipal, utility or contractor demand for construction, maintenance and replacement would pressure product volumes. The effect would be most consequential in pipes, valves and fittings because that family dominates sales, while high net debt leaves less balance-sheet flexibility if cash generation also weakens.
What is the CNM stock price today?
The last price recorded on this page for Core & Main, Inc. (CNM) is $41.80, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the CNM price target?
The analyst consensus price target for Core & Main, Inc. (CNM) is $54.80 (range $48.00 to $61.00, median $55.00), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (78 figures)
The 78 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Robyn Bradbury (Sep 9, 2026): As is typical with the seasonality of our business, we expect the majority of our operating cash flow generation to occur during the second half of the fiscal year. Robyn Bradbury (Sep 9, 2026): As we look into the back half of the year, we do expect EBITDA expansion, like I mentioned, in the back half of the year, most of that driven by Q4. We expect overall EBITDA margin expansion and expect that to be driven a portion by gross margin and a portion by SG&A. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | ST. Louis, MO | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "1830 Craig Park Court, Saint Louis, MO, 63146, US". |
FMP — 67 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Dec 8, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $41.80 | FMP | Financial Modeling Prep (FMP) quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. | |
px.change | Change on the day | +1.08% | FMP | Financial Modeling Prep (FMP) quote | |
px.mcap | Market capitalization | $7.82B | FMP | Financial Modeling Prep (FMP) quote — Provider market cap uses the share class it prices; a company with more than one class may show a larger total elsewhere. Market cap record date: 2026-10-05. Source capture time was not supplied. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$0.445 | FMP | Financial Modeling Prep (FMP) quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $2.15B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $40.03–$59.66 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 16.95 | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.91 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Mark R. Witkowski | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 5,600 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2022 through FY2026: FY2022 revenue $5.00B, net result $166.00M; FY2023 revenue $6.65B, net result $366.00M; FY2024 revenue $6.70B, net result $371.00M; FY2025 revenue $7.44B, net result $411.00M; FY2026 revenue $7.65B, net result $441.00M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Meter Products $716.00M · Storm Drainage Products $1.19B · Fire Protection Products $600.00M · Pipes, Valves, And Fitting Products $5.14B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 27.0% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-08-02.revenue_k | Revenue — period end 2026-08-02 | $2.15B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-08-02.sga_k | SG&A — period end 2026-08-02 | $301.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-08-02.operating_result_k | FMP standardized operating result — period end 2026-08-02 | $227.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-05-03.revenue_k | Revenue — period end 2026-05-03 | $1.91B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-05-03.sga_k | SG&A — period end 2026-05-03 | $299.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-05-03.operating_result_k | FMP standardized operating result — period end 2026-05-03 | $177.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-02-01.revenue_k | Revenue — period end 2026-02-01 | $1.58B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-02-01.sga_k | SG&A — period end 2026-02-01 | $264.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-02-01.operating_result_k | FMP standardized operating result — period end 2026-02-01 | $118.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-11-02.revenue_k | Revenue — period end 2025-11-02 | $2.06B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-11-02.sga_k | SG&A — period end 2025-11-02 | $295.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-11-02.operating_result_k | FMP standardized operating result — period end 2025-11-02 | $220.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-09-09.revenue_actual | Revenue · reported — report date 2026-09-09 | $2.15B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-09-09.revenue_estimated | Revenue · estimate — report date 2026-09-09 | $2.14B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-09-09.eps_actual | EPS · reported — report date 2026-09-09 | $0.9400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-09-09.eps_estimated | EPS · estimate — report date 2026-09-09 | $0.9090 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-06-10.revenue_actual | Revenue · reported — report date 2026-06-10 | $1.91B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-06-10.revenue_estimated | Revenue · estimate — report date 2026-06-10 | $1.89B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-06-10.eps_actual | EPS · reported — report date 2026-06-10 | $0.5700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-06-10.eps_estimated | EPS · estimate — report date 2026-06-10 | $0.5340 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-24.revenue_actual | Revenue · reported — report date 2026-03-24 | $1.58B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-24.revenue_estimated | Revenue · estimate — report date 2026-03-24 | $1.59B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-24.eps_actual | EPS · reported — report date 2026-03-24 | $0.3800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-24.eps_estimated | EPS · estimate — report date 2026-03-24 | $0.3328 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-12-09.revenue_actual | Revenue · reported — report date 2025-12-09 | $2.06B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-12-09.revenue_estimated | Revenue · estimate — report date 2025-12-09 | $2.06B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-12-09.eps_actual | EPS · reported — report date 2025-12-09 | $0.7200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-12-09.eps_estimated | EPS · estimate — report date 2025-12-09 | $0.7000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $312.00M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $62.00M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-08-02. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $5.00M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $2.75B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 3.84× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-08-02.operating_cash_flow_m | Operating cash flow — period end 2026-08-02 | $62.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-05-03.operating_cash_flow_m | Operating cash flow — period end 2026-05-03 | $82.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-08-02.capex_m | Capital expenditure (reported) — period end 2026-08-02 | −$18.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-05-03.capex_m | Capital expenditure (reported) — period end 2026-05-03 | −$14.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-02-01.operating_cash_flow_m | Operating cash flow — period end 2026-02-01 | $268.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-02-01.capex_m | Capital expenditure (reported) — period end 2026-02-01 | −$15.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-11-02.operating_cash_flow_m | Operating cash flow — period end 2025-11-02 | $271.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-11-02.capex_m | Capital expenditure (reported) — period end 2025-11-02 | −$8.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $48.00 – $61.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $54.80 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $55.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 19 transactions · 1 purchases, 2 sales, 16 other transactions · 12 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Aug 4, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.holders | Reporting holders | 460 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 484 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 18,357,688 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Capital World Investors — shares in provider snapshot | 11,473,053 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Fmr LLC — shares in provider snapshot | 8,959,133 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Capital Management LLC — shares in provider snapshot | 8,517,598 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 8,251,721 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 4 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 6 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-05 | |
fin.scores | Distress and quality screens | Altman Z 3.01 · Piotroski F 6 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 · Expired observation | |
earn.est_eps | EPS estimate, FY2027 | $3.11 | UNRECORDED | Stored analyst estimates — Captured 2026-09-30 · Expired observation | |
earn.est_revenue | Revenue estimate, FY2027 | $7.84B | UNRECORDED | Stored analyst estimates — Captured 2026-09-30 · Expired observation |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 25.06× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $312.00M at Aug 2, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-05. Balance-sheet reference date: 2026-08-02. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-09-09.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($2.15B) with the recorded estimate ($2.14B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-09-09.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.9400) with the recorded estimate ($0.9090) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 69 of 100 · Strong · pillars 72 / 56 / 76 / 65 / 40 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 68 (stored snapshot Oct 4, 2026) → 69 (current publication computed Oct 5, 2026) (+1) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-08-02. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-08-02.revenue_k,fin.q_table.depth.2026-08-02.sga_k,fin.q_table.depth.2026-08-02.operating_result_k,fin.q_table.depth.2026-05-03.revenue_k,fin.q_table.depth.2026-05-03.sga_k,fin.q_table.depth.2026-05-03.operating_result_k,fin.q_table.depth.2026-02-01.revenue_k,fin.q_table.depth.2026-02-01.sga_k,fin.q_table.depth.2026-02-01.operating_result_k,fin.q_table.depth.2025-11-02.revenue_k,fin.q_table.depth.2025-11-02.sga_k,fin.q_table.depth.2025-11-02.operating_result_k. - Earnings-history note. Source series as of 2026-09-09. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-09-09.revenue_actual,earn.history.depth.2026-09-09.revenue_estimated,earn.history.depth.2026-09-09.revenue_actual.comparison,earn.history.depth.2026-09-09.eps_actual.comparison,earn.history.depth.2026-09-09.eps_actual,earn.history.depth.2026-09-09.eps_estimated,earn.history.depth.2026-06-10.revenue_actual,earn.history.depth.2026-06-10.revenue_estimated,earn.history.depth.2026-06-10.eps_actual,earn.history.depth.2026-06-10.eps_estimated,earn.history.depth.2026-03-24.revenue_actual,earn.history.depth.2026-03-24.revenue_estimated,earn.history.depth.2026-03-24.eps_actual,earn.history.depth.2026-03-24.eps_estimated,earn.history.depth.2025-12-09.revenue_actual,earn.history.depth.2025-12-09.revenue_estimated,earn.history.depth.2025-12-09.eps_actual,earn.history.depth.2025-12-09.eps_estimated. - Cash-flow note. Source series as of 2026-08-02. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-08-02.operating_cash_flow_m,fin.opcf.depth.2026-05-03.operating_cash_flow_m,fin.opcf.depth.2026-08-02.capex_m,fin.opcf.depth.2026-05-03.capex_m,fin.opcf.depth.2026-02-01.operating_cash_flow_m,fin.opcf.depth.2026-02-01.capex_m,fin.opcf.depth.2025-11-02.operating_cash_flow_m,fin.opcf.depth.2025-11-02.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Legal name | Core & Main, Inc. | 2026-03-24 | OFFICIAL | SEC EDGAR — 10-K filed 2026-03-24 |
| Sector / industry (provider taxonomy) | Industrials / Industrial - Distribution The company's SEC filings classify it under SIC 5099 — Wholesale-Durable Goods, NEC. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Business description | Core & Main, Inc. (CNM) is a leading supplier of vital infrastructure products and services across the United States. The company specializes in providing comprehensive solutions for water, wastewater, storm drainage, and fire protection systems. Their diverse clientele includes local governments (municipalities), privately owned water utilities, and a wide array of professional contractors working on projects in the residential, non-residential (commercial), and public sectors. Core & Main's extensive product range features essential components such as pipes, valves, hydrants, and fittings. For storm drainage needs, they offer systems including corrugated piping, retention basins, inline drains, manholes, grates, and geosynthetics. Their fire protection inventory covers crucial items like fire protection pipes, sprinkler heads, complete fire suppression systems, related accessories, and specialized fabrication services. Additionally, they provide advanced metering products, including smart meter technology, alongside installation services and software solutions. These specialized materials and services are integral to the construction, maintenance, repair, and replacement of critical water and fire protection infrastructure. Established in 1874, Core & Main is headquartered in St. Louis, Missouri. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Meter Products: $716.00M; Storm Drainage Products: $1.19B; Fire Protection Products: $600.00M; Pipes, Valves, And Fitting Products: $5.14B | 2026-02-01 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-08-02 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-08-02 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Cash, investments and debt | Total debt: $2.75B; Liquidity basis: cash and short-term investments; Total liabilities: $4.61B; Cash and short-term investments: $312.00M; Cash and investments: $317.00M; Long-term investments: $5.00M; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-08-02 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2026-02-01 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-09-09 | FMP | Financial Modeling Prep (FMP) earnings |
| Management outlook — dated call excerpts | Captured record · 2 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-09-09 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Most recent periodic reports | 2026-09-09 | OFFICIAL | SEC EDGAR filer submissions | |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $317.00M; Cash and short-term investments: $312.00M; Long-term investments: $5.00M; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-08-02 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-08-02 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash against market value | As of: 2026-08-02; Cash basis: cash and short-term investments; Net cash: -$2.44B; Total debt: $2.75B; Cash and investments: $312.00M Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-08-02 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Trailing twelve-month ratio set | Quick ratio: 1.51; Current ratio: 2.47; Debt to equity: 1.35; Net margin: 6%; Gross margin: 27%; Operating margin: 9.6%; Return on assets: 6.8%; Return on equity: 22.8% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Next earnings report | Date: 2026-12-08; EPS estimate: $0.92 per share; Revenue estimate: $2.13B The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
Data provided for informational purposes only.
ETFs that hold CNM
Funds in our ETF coverage that list CNM among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| iShares MSCI Water Management Multisector ETF (IWTR) | 6.61% |