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Stock Analysis
CNM Unclassified Latest YouTube: Q1 FY2026

CNM

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

CNM Stock: Earnings +10% but the Stock Drops 4% Q1 FY2026

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q1 FY2026
Podcast available
Yes
Current price
$43.97
+0.32 (+0.73%)
Trailing / Forward P/E
18.63x
Forward: 13.90x
Market cap / Volume
Volume:
Revenue / Earnings Growth
-0.1%
Earnings: 9.4%
Margins
9.3% op
Gross: 27.1% · Net: 5.9%
Balance sheet
2.31x current
Debt / Equity: 115.9
52-week range / Beta
$42.50 - $67.18
Beta: 0.91
Analyst target
$60.27
Upside: 37.1%
Cash / shareholder return
5.32% FCF yield
Dividend yield: —

Company context

Industry: Industrial Distribution
Country: United States
Employees:
Price to book: 4.05x
Return on equity: 23.9%
Core & Main, Inc. engages in the distribution of water, wastewater, storm drainage, and fire protection products and related services in the United States. The company's products portfolio include pipes, valves, hydrants, fittings, and other products and services used for service, repair and replacement of underground water infrastructure; storm drainage products, such as corrugated HDPE and metal piping systems, retention basins, inline drains, manholes, grates, geosynthetics, erosion control, and other related products; fire protection products, including fire protection pipes, valves, fittings, sprinkler heads and other accessories, as well as fabrication and kitting services; smart meter products; and smart metering solutions which include meter accessories, meter installation, network infrastructure and software installation, training, and long-term services, as well as engineered treatment plant products. Its specialty products and services are used in the maintenance, repair, replacement, and construction of water, wastewater, storm drainage, and fire protection infrastructure. The company serves municipalities, private water companies, and professional contractors in the municipal, non-residential, and residential end markets. Core & Main, Inc. was founded in 1874 and is headquartered in Saint Louis, Missouri.

Price chart

Market context for CNM

Competitive view

CNM vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

CNM latest YouTube video thumbnail YouTube
CNM
CNM
Latest video
Q1 FY2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Danaher Corporation latest YouTube video thumbnail YouTube
Danaher Corporation
DHR
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
ADBE latest YouTube video thumbnail YouTube
ADBE
ADBE
Latest video
Q2 FY2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
CNM
$8.23B
CNM
DHR
$140.61B
Danaher Corporation
ADBE
$100.85B
ADBE
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
CNM
18.6x
CNM
DHR
35.7x
Danaher Corporation
ADBE
14.5x
ADBE
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
CNM
13.9x
CNM
DHR
21.6x
Danaher Corporation
ADBE
9.2x
ADBE
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
CNM
-0.1%
CNM
DHR
5.5%
Danaher Corporation
ADBE
12.7%
ADBE
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
CNM
9.4%
CNM
DHR
59.7%
Danaher Corporation
ADBE
7.9%
ADBE
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
CNM
9.3%
CNM
DHR
19.8%
Danaher Corporation
ADBE
35.3%
ADBE
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
CNM
27.1%
CNM
DHR
58.8%
Danaher Corporation
ADBE
89.4%
ADBE
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
CNM
5.9%
CNM
DHR
15.9%
Danaher Corporation
ADBE
28.7%
ADBE
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
CNM
23.9%
CNM
DHR
7.6%
Danaher Corporation
ADBE
63.0%
ADBE
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
CNM
5.3%
CNM
DHR
3.1%
Danaher Corporation
ADBE
9.1%
ADBE
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
CNM
115.94x
CNM
DHR
52.97x
Danaher Corporation
ADBE
61.44x
ADBE
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
CNM
2.31x
CNM
DHR
1.65x
Danaher Corporation
ADBE
0.75x
ADBE
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
CNM
0.91
CNM
DHR
0.82
Danaher Corporation
ADBE
1.43
ADBE
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
CNM
CNM
DHR
0.7%
Danaher Corporation
ADBE
ADBE
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
CNM
37.1%
CNM
DHR
13.8%
Danaher Corporation
ADBE
6.3%
ADBE

Related research

Non-quarter videos featuring CNM

Special-topic videos, explainers, and shorts connected to this ticker.

All Research Sections
Shorts and Clips 2026-06-10

CNM Stock: Q1 FY2026 in 60 Seconds #Shorts

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Shorts and Clips 2026-06-10

CNM +9.6% — EPS UP, STOCK DOWN #Shorts

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Episode timeline

Episode archive for CNM

Each row is one earnings episode with every verified platform link available.

Q1 FY2026
Episode live
Published youtube podcast complete
CNM Stock: Earnings +10% but the Stock Drops 4% Q1 FY2026
Quarterly earnings-analysis entry for CNM. Use the links on the right to open the video or podcast episode.