CNM vs MOG.A
Core & Main vs Moog Inc. — AI-powered side-by-side comparison
| Metric | CNM | MOG.A |
|---|
| AI Score |
66
|
68
|
| Price |
$46.63
|
$416.77
|
| P/E Ratio |
19.59×
|
35.01×
|
| ROE |
22.1%
|
11.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
27.1%
|
27.9%
|
| Debt / Equity |
1.20×
|
0.52×
|
| Dividend Yield |
0.0%
|
0.3%
|
| RSI (14) |
60.3
|
53.2
|
| Beta |
0.917
|
0.977
|
| Expected Upside |
+16.2%
|
+4.8%
|
AI Committee View
Current Innellis committee reasoning for CNM versus MOG.A.
MOG.A leads by 2 points.
MOG.A scores 68/100 (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
MOG.A Committee View
80% agreement
5 analysts
The primary driver is eps growing 86.8% yoy. The main limiting factor is p/e of 32.7 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 18.6% shows genuine earnings power backing the valuation — Value
- EPS growing 86.8% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 32.7 is moderate-to-rich — Value
- MACD histogram negative -- bearish momentum — Technical