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

CNM vs DHT

Core & Main vs DHT Holdings, Inc. — AI-powered side-by-side comparison
CNM
Core & Main
66
Buy
VS
DHT
DHT Holdings, Inc.
67
Insufficient Data
MetricCNMDHT
AI Score 66 67
Price $46.63 $18.20
P/E Ratio 19.59× 6.19×
ROE 22.1% 18.6%
Revenue Growth YoY
Gross Margin 27.1% 59.5%
Debt / Equity 1.20× 0.33×
Dividend Yield 0.0% 8.1%
RSI (14) 60.3 47.4
Beta 0.917 -0.12
Expected Upside +16.2%

AI Committee View

Current Innellis committee reasoning for CNM versus DHT.
DHT leads by 1 points.

DHT scores 67/100 (Insufficient Data) versus CNM at 66/100 (Buy).

CNM Committee View
80% agreement
5 analysts

The primary driver is vix regime is low -- calm backdrop supports risk-taking. 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
DHT Committee View
100% agreement
3 analysts

The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.

Bull Case
  • Price structure making higher highs and higher lows — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — 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 DHT Full Analysis