CNM vs TXT
Core & Main vs Textron — AI-powered side-by-side comparison
| Metric | CNM | TXT |
|---|
| AI Score |
74
|
69
|
| Price |
$45.97
|
$89.05
|
| P/E Ratio |
19.32×
|
16.79×
|
| ROE |
22.1%
|
11.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
27.1%
|
12.0%
|
| Debt / Equity |
1.20×
|
0.52×
|
| Dividend Yield |
0.0%
|
0.1%
|
| RSI (14) |
56.7
|
44.8
|
| Beta |
0.917
|
0.908
|
| Expected Upside |
+17.0%
|
+6.7%
|
AI Committee View
Current Innellis committee reasoning for CNM versus TXT.
CNM leads by 5 points.
CNM scores 74/100 (Buy) versus TXT at 69/100 (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.
TXT Committee View
75% agreement
4 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is macd histogram negative -- bearish momentum. 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
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- MACD histogram negative -- bearish momentum — Technical