Added to YB: 2024-05-20
Pitch date: 2024-05-17
CNM [bullish]
Core & Main, Inc.
-7.03%
current return
Author Info
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Company Info
Core & Main, Inc. distributes water, wastewater, storm drainage, and fire protection products and related services in the United States.
Market Cap
$10.0B
Pitch Price
$60.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.42
P/E
24.67
EV/Sales
1.69
Sector
Trading Companies and Distributors
Category
growth
Show full summary:
Core & Main, Inc. - $CNM
CNM: Distributor of water infrastructure products across US. Expect HSD growth (MSD organic + M&A), 50% of sales from repairs. $2.2T spending needed over 20yrs, $17B from Infrastructure Act. Risks: construction decline, overpaying for M&A. 18/25 score. $57 buy target (3% below current).
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