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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.

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q1 FY2026
Podcast available
Yes
Current price
$48.33
-0.76 (-1.55%)
Trailing / Forward P/E
20.48x
Forward: 15.69x
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
$43.96 - $67.18
Beta: 0.91
Analyst target
$60.60
Upside: 25.4%
Cash / shareholder return
4.84% FCF yield
Dividend yield: —

Company context

Industry: Industrial Distribution
Country: United States
Employees:
Price to book: 4.45x
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.
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.
SS&C Technologies Holdings Inc. latest YouTube video thumbnail YouTube
SS&C Technologies Holdings Inc.
SSNC
Latest video
Q1 2026
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.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
CNM
$9.05B
CNM
ADBE
$82.46B
ADBE
SSNC
$16.30B
SS&C Technologies Holdings Inc.
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
20.5x
CNM
ADBE
11.7x
ADBE
SSNC
21.0x
SS&C Technologies Holdings Inc.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
CNM
15.7x
CNM
ADBE
7.5x
ADBE
SSNC
9.0x
SS&C Technologies Holdings Inc.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
CNM
-0.1%
CNM
ADBE
12.7%
ADBE
SSNC
8.8%
SS&C Technologies Holdings Inc.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
CNM
9.4%
CNM
ADBE
7.9%
ADBE
SSNC
8.3%
SS&C Technologies Holdings Inc.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
CNM
9.3%
CNM
ADBE
33.8%
ADBE
SSNC
24.2%
SS&C Technologies Holdings Inc.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
CNM
27.1%
CNM
ADBE
89.4%
ADBE
SSNC
48.0%
SS&C Technologies Holdings Inc.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
CNM
5.9%
CNM
ADBE
28.7%
ADBE
SSNC
12.6%
SS&C Technologies Holdings Inc.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
CNM
23.9%
CNM
ADBE
63.0%
ADBE
SSNC
11.8%
SS&C Technologies Holdings Inc.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
CNM
4.8%
CNM
ADBE
11.0%
ADBE
SSNC
7.8%
SS&C Technologies Holdings Inc.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
CNM
115.94x
CNM
ADBE
61.34x
ADBE
SSNC
110.67x
SS&C Technologies Holdings Inc.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
CNM
2.31x
CNM
ADBE
0.75x
ADBE
SSNC
1.10x
SS&C Technologies Holdings Inc.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
CNM
0.91
CNM
ADBE
1.40
ADBE
SSNC
1.10
SS&C Technologies Holdings Inc.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
CNM
CNM
ADBE
ADBE
SSNC
1.6%
SS&C Technologies Holdings Inc.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
CNM
25.4%
CNM
ADBE
42.0%
ADBE
SSNC
40.0%
SS&C Technologies Holdings Inc.

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.