CNM vs POOL
Core & Main vs Pool Corporation — AI-powered side-by-side comparison
VS
POOL
Pool Corporation
68
Buy
| Metric | CNM | POOL |
|---|
| AI Score |
68
|
68
|
| Price |
$45.97
|
$195.00
|
| P/E Ratio |
19.32×
|
17.89×
|
| ROE |
22.1%
|
34.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
27.1%
|
29.6%
|
| Debt / Equity |
1.20×
|
1.35×
|
| Dividend Yield |
0.0%
|
2.6%
|
| RSI (14) |
54.3
|
42.8
|
| Beta |
0.917
|
1.054
|
| Expected Upside |
+17.0%
|
+13.3%
|
AI Committee View
Current Innellis committee reasoning for CNM versus POOL.
The committee scores are tied.
CNM and POOL both score 68/100.
CNM Committee View
83% agreement
6 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
POOL Committee View
67% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is price-to-book of 7.2x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 32.3% shows genuine earnings power backing the valuation — Value
- Dividend yield of 2.6% pays you to wait — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Price-to-book of 7.2x prices in significant intangible value — Value