CNM vs ITW
Core & Main vs Illinois Tool Works — AI-powered side-by-side comparison
VS
ITW
Illinois Tool Works
69
Buy
| Metric | CNM | ITW |
|---|
| AI Score |
71
|
69
|
| Price |
$46.29
|
$294.53
|
| P/E Ratio |
19.56×
|
26.82×
|
| ROE |
22.1%
|
95.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
27.1%
|
44.2%
|
| Debt / Equity |
1.20×
|
3.35×
|
| Dividend Yield |
0.0%
|
2.2%
|
| RSI (14) |
63.2
|
67.5
|
| Beta |
0.917
|
1.005
|
| Expected Upside |
+15.6%
|
+2.2%
|
AI Committee View
Current Innellis committee reasoning for CNM versus ITW.
CNM leads by 2 points.
CNM scores 71/100 (Buy) versus ITW at 69/100 (Buy).
CNM Committee View
100% agreement
5 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is 3 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.
ITW Committee View
75% agreement
4 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
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
- Price structure (LH_LL) contradicts the uptrend -- mixed signals — Technical
- Weekly RSI at 80 -- overbought on the larger timeframe too — Technical