CNM vs TRI
Core & Main vs Thomson Reuters — AI-powered side-by-side comparison
VS
TRI
Thomson Reuters
56
Watch
| Metric | CNM | TRI |
|---|
| AI Score |
62
|
56
|
| Price |
$44.09
|
$104.36
|
| P/E Ratio |
18.65×
|
29.04×
|
| ROE |
22.1%
|
12.6%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
27.1%
|
66.5%
|
| Debt / Equity |
1.20×
|
0.29×
|
| Dividend Yield |
0.0%
|
3.7%
|
| RSI (14) |
36.8
|
64.5
|
| Beta |
0.917
|
0.171
|
| Expected Upside |
+21.2%
|
+5.9%
|
AI Committee View
Current Innellis committee reasoning for CNM versus TRI.
CNM leads by 6 points.
CNM scores 62/100 (Buy) versus TRI at 56/100 (Watch).
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
TRI Committee View
75% agreement
4 analysts
The committee sees neither a compelling opportunity nor a clear risk at this stage. Conditions remain neutral — patience is warranted.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- MACD histogram negative -- bearish momentum — Technical