CNM vs J
Core & Main vs Jacobs Solutions — AI-powered side-by-side comparison
VS
J
Jacobs Solutions
55
Watch
| Metric | CNM | J |
|---|
| AI Score |
62
|
55
|
| Price |
$44.09
|
$150.81
|
| P/E Ratio |
18.65×
|
52.83×
|
| ROE |
22.1%
|
8.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
27.1%
|
22.1%
|
| Debt / Equity |
1.20×
|
1.24×
|
| Dividend Yield |
0.0%
|
0.9%
|
| RSI (14) |
36.8
|
76.9
|
| Beta |
0.917
|
0.667
|
| Expected Upside |
+21.2%
|
+0.7%
|
AI Committee View
Current Innellis committee reasoning for CNM versus J.
CNM leads by 7 points.
CNM scores 62/100 (Buy) versus J at 55/100 (Watch).
CNM Committee View
67% agreement
6 analysts
The primary driver is news sentiment is positive (+0.43 across 7 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
- Price structure making lower highs and lower lows — Technical
- MACD histogram negative -- bearish momentum — Technical
J Committee View
60% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 60.2% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 49.8 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 60.2% YoY -- genuine top-line momentum — Growth
- EPS growing 103.6% YoY — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 49.8 is expensive by classic value standards — Value
- Price-to-book of 4.8x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth