CNM vs IR
Core & Main vs Ingersoll Rand — AI-powered side-by-side comparison
| Metric | CNM | IR |
|---|
| AI Score |
66
|
69
|
| Price |
$46.63
|
$85.02
|
| P/E Ratio |
19.59×
|
34.70×
|
| ROE |
22.1%
|
5.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
27.1%
|
37.9%
|
| Debt / Equity |
1.20×
|
0.47×
|
| Dividend Yield |
0.0%
|
0.1%
|
| RSI (14) |
60.3
|
54.1
|
| Beta |
0.917
|
1.168
|
| Expected Upside |
+16.2%
|
+2.9%
|
AI Committee View
Current Innellis committee reasoning for CNM versus IR.
IR leads by 3 points.
IR scores 69/100 (Buy) 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
IR Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 35.1 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- EPS growing 91.1% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 35.1 is moderate-to-rich — Value