CNM vs NOC
Core & Main vs Northrop Grumman — AI-powered side-by-side comparison
VS
NOC
Northrop Grumman
71
Buy
| Metric | CNM | NOC |
|---|
| AI Score |
74
|
71
|
| Price |
$45.97
|
$585.66
|
| P/E Ratio |
19.32×
|
18.58×
|
| ROE |
22.1%
|
25.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
27.1%
|
20.1%
|
| Debt / Equity |
1.20×
|
0.91×
|
| Dividend Yield |
0.0%
|
1.6%
|
| RSI (14) |
56.7
|
72.3
|
| Beta |
0.917
|
-0.108
|
| Expected Upside |
+17.0%
|
+2.6%
|
AI Committee View
Current Innellis committee reasoning for CNM versus NOC.
CNM leads by 3 points.
CNM scores 74/100 (Buy) versus NOC at 71/100 (Buy).
CNM Committee View
100% agreement
5 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is sector concentration is already high (hhi 2971.31). 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
- Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
NOC Committee View
80% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is rsi at 72 is in overbought territory. The committee is constructive but not yet at full conviction.
Bull Case
- 5 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
- RSI at 72 is in overbought territory — Technical