CNM vs KEX
Core & Main vs Kirby Corporation — AI-powered side-by-side comparison
VS
KEX
Kirby Corporation
66
Buy
| Metric | CNM | KEX |
|---|
| AI Score |
62
|
66
|
| Price |
$44.09
|
$137.80
|
| P/E Ratio |
18.65×
|
21.21×
|
| ROE |
22.1%
|
10.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
27.1%
|
25.4%
|
| Debt / Equity |
1.20×
|
0.36×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
36.8
|
54.4
|
| Beta |
0.917
|
0.859
|
| Expected Upside |
+21.2%
|
+8.4%
|
AI Committee View
Current Innellis committee reasoning for CNM versus KEX.
KEX leads by 4 points.
KEX scores 66/100 (Buy) versus CNM at 62/100 (Buy).
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
KEX Committee View
83% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.27) -- balance sheet can absorb a shock. 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
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- No news coverage in the last 14 days -- limited independent confirmation either way — News