CNM vs FA
Core & Main vs First Advantage Corporation — AI-powered side-by-side comparison
VS
FA
First Advantage Corporation
71
Buy
| Metric | CNM | FA |
|---|
| AI Score |
68
|
71
|
| Price |
$45.97
|
$21.56
|
| P/E Ratio |
19.39×
|
150.61×
|
| ROE |
22.1%
|
-2.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
27.1%
|
36.3%
|
| Debt / Equity |
1.20×
|
1.58×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
56.7
|
55.1
|
| Beta |
0.917
|
1.165
|
| Expected Upside |
+16.6%
|
—
|
AI Committee View
Current Innellis committee reasoning for CNM versus FA.
FA leads by 3 points.
FA scores 71/100 (Buy) versus CNM at 68/100 (Buy).
CNM Committee View
83% agreement
6 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
FA Committee View
60% agreement
5 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- 4 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
- Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical
- Bollinger bandwidth of 27.3% signals elevated volatility — Risk