CNM vs HRI
Core & Main vs Herc Holdings Inc. — AI-powered side-by-side comparison
VS
HRI
Herc Holdings Inc.
65
Buy
| Metric | CNM | HRI |
|---|
| AI Score |
66
|
65
|
| Price |
$46.15
|
$168.31
|
| P/E Ratio |
19.35×
|
114.65×
|
| ROE |
22.1%
|
0.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
27.1%
|
28.9%
|
| Debt / Equity |
1.20×
|
5.01×
|
| Dividend Yield |
0.0%
|
1.7%
|
| RSI (14) |
55.9
|
62.8
|
| Beta |
0.917
|
1.869
|
| Expected Upside |
+16.8%
|
+11.0%
|
AI Committee View
Current Innellis committee reasoning for CNM versus HRI.
CNM leads by 1 points.
CNM scores 66/100 (Buy) versus HRI at 65/100 (Buy).
CNM Committee View
83% agreement
6 analysts
The primary driver is news sentiment is positive (+0.50 across 8 articles, 14d). 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
HRI Committee View
67% agreement
6 analysts
The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+1.00 across 1 articles, 14d). Value Analyst remains cautious — p/e of 114.3 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 28.5% YoY -- genuine top-line momentum — Growth
- EPS growing 69.0% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 114.3 is expensive by classic value standards — Value
- ROE of only 2.6% -- cheap may mean cheap for a reason — Value
- Debt-to-equity of 4.18 adds balance-sheet risk to the value case — Value