CNM vs EFX
Core & Main vs Equifax — AI-powered side-by-side comparison
| Metric | CNM | EFX |
|---|
| AI Score |
71
|
65
|
| Price |
$46.55
|
$182.54
|
| P/E Ratio |
19.56×
|
31.86×
|
| ROE |
22.1%
|
14.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
27.1%
|
44.4%
|
| Debt / Equity |
1.20×
|
1.25×
|
| Dividend Yield |
0.0%
|
1.2%
|
| RSI (14) |
63.2
|
61.8
|
| Beta |
0.91
|
1.316
|
| Expected Upside |
+15.6%
|
+7.5%
|
AI Committee View
Current Innellis committee reasoning for CNM versus EFX.
CNM leads by 6 points.
CNM scores 71/100 (Buy) versus EFX at 65/100 (Buy).
CNM Committee View
100% agreement
5 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is 4 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.
EFX Committee View
50% agreement
4 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- MACD histogram negative -- bearish momentum — Technical