CNM vs DNOW
Core & Main vs Dnow Inc. — AI-powered side-by-side comparison
| Metric | CNM | DNOW |
|---|
| AI Score |
66
|
59
|
| Price |
$46.63
|
$16.66
|
| P/E Ratio |
19.59×
|
-15.57×
|
| ROE |
22.1%
|
-4.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
27.1%
|
15.9%
|
| Debt / Equity |
1.20×
|
0.28×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
60.3
|
85.0
|
| Beta |
0.917
|
0.862
|
| Expected Upside |
+16.2%
|
—
|
AI Committee View
Current Innellis committee reasoning for CNM versus DNOW.
CNM leads by 7 points.
CNM scores 66/100 (Buy) versus DNOW at 59/100 (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
DNOW Committee View
50% agreement
4 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 27.5% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- RSI at 85 is in overbought territory — Technical
- Price trading above the upper Bollinger Band -- stretched — Technical
- Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical