BCO vs CNM
Brink's vs Core & Main — AI-powered side-by-side comparison
| Metric | BCO | CNM |
|---|
| AI Score |
71
|
74
|
| Price |
$114.42
|
$45.97
|
| P/E Ratio |
26.21×
|
19.32×
|
| ROE |
71.9%
|
22.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
26.4%
|
27.1%
|
| Debt / Equity |
13.66×
|
1.20×
|
| Dividend Yield |
0.9%
|
0.0%
|
| RSI (14) |
51.5
|
56.7
|
| Beta |
1.038
|
0.917
|
| Expected Upside |
+1.3%
|
+17.0%
|
AI Committee View
Current Innellis committee reasoning for BCO versus CNM.
CNM leads by 3 points.
CNM scores 74/100 (Buy) versus BCO at 71/100 (Buy).
BCO Committee View
100% agreement
4 analysts
The primary driver is 3 consecutive earnings beats -- consistent execution. The main limiting factor is sector concentration is already high (hhi 2971.31). The committee is constructive but not yet at full conviction.
Bull Case
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- MACD histogram negative -- bearish momentum — Technical
CNM Committee View
100% agreement
5 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is sector concentration is already high (hhi 2971.31). The committee is constructive but not yet at full conviction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Both daily and weekly trends are bearish — strong multi-timeframe downtrend.