ACM vs CNM
AECOM vs Core & Main — AI-powered side-by-side comparison
| Metric | ACM | CNM |
|---|
| AI Score |
49
|
62
|
| Price |
$65.07
|
$43.37
|
| P/E Ratio |
28.41×
|
18.52×
|
| ROE |
22.5%
|
22.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
5.7%
|
27.1%
|
| Debt / Equity |
1.52×
|
1.20×
|
| Dividend Yield |
1.9%
|
0.0%
|
| RSI (14) |
35.0
|
33.6
|
| Beta |
0.92
|
0.917
|
| Expected Upside |
+11.6%
|
+22.0%
|
AI Committee View
Current Innellis committee reasoning for ACM versus CNM.
CNM leads by 13 points.
CNM scores 62/100 (Buy) versus ACM at 49/100 (Watch).
ACM Committee View
33% agreement
6 analysts
The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.36 across 14 articles, 14d). Growth Analyst remains cautious — revenue declining -0.4% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 21.3% shows genuine earnings power backing the valuation — Value
- Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
- News sentiment is positive (+0.36 across 14 articles, 14d) — News
Bear Case
- Price-to-book of 6.9x prices in significant intangible value — Value
- Revenue declining -0.4% YoY -- this is not a growth story right now — Growth
- EPS declining -16.2% YoY despite any revenue growth — Growth
CNM Committee View
67% agreement
6 analysts
The primary driver is news sentiment is positive (+0.50 across 6 articles, 14d). The main limiting factor is price-to-book of 5.3x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 22.7% shows genuine earnings power backing the valuation — Value
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Price-to-book of 5.3x prices in significant intangible value — Value
- Price structure making lower highs and lower lows — Technical
- MACD histogram negative -- bearish momentum — Technical