Get the Weekly Intelligence Brief — top committee picks every Sunday.

CNM vs CSX

Core & Main vs CSX Corporation — AI-powered side-by-side comparison
CNM
Core & Main
71
Buy
VS
CSX
CSX Corporation
69
Buy
MetricCNMCSX
AI Score 71 69
Price $46.29 $50.15
P/E Ratio 19.56× 29.06×
ROE 22.1% 22.0%
Revenue Growth YoY
Gross Margin 27.1% 54.9%
Debt / Equity 1.20× 1.37×
Dividend Yield 0.0% 1.1%
RSI (14) 63.2 45.8
Beta 0.917 1.211
Expected Upside +15.6%

AI Committee View

Current Innellis committee reasoning for CNM versus CSX.
CNM leads by 2 points.

CNM scores 71/100 (Buy) versus CSX at 69/100 (Buy).

CNM Committee View
100% agreement
5 analysts

The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is 3 existing position pair(s) are highly correlated already. 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
  • Stochastic RSI (85.2) confirms overbought conditions.
  • Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
CSX Committee View
100% agreement
4 analysts

The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is 3 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
  • MACD histogram negative -- bearish momentum — Technical
Want the full breakdown?
Committee votes, technicals, and trade plans for both companies.
CNM Full Analysis CSX Full Analysis