CNM vs STRL
Core & Main vs Sterling Infrastructure — AI-powered side-by-side comparison
VS
STRL
Sterling Infrastructure
64
Buy
| Metric | CNM | STRL |
|---|
| AI Score |
66
|
64
|
| Price |
$46.55
|
$546.78
|
| P/E Ratio |
19.56×
|
38.85×
|
| ROE |
22.1%
|
26.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
27.1%
|
23.6%
|
| Debt / Equity |
1.20×
|
0.25×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
63.2
|
38.6
|
| Beta |
0.91
|
1.829
|
| Expected Upside |
+15.6%
|
+83.9%
|
AI Committee View
Current Innellis committee reasoning for CNM versus STRL.
CNM leads by 2 points.
CNM scores 66/100 (Buy) versus STRL at 64/100 (Buy).
CNM Committee View
83% agreement
6 analysts
The primary driver is news sentiment is positive (+0.40 across 5 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
STRL Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 32.8% shows genuine earnings power backing the valuation — Value
- Revenue growing 37.0% YoY -- genuine top-line momentum — Growth
- EPS growing 30.6% YoY — Growth
Bear Case
- P/E of 48.3 is expensive by classic value standards — Value
- Price-to-book of 8.5x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical