CNM vs VMI
Core & Main vs Valmont Industries — AI-powered side-by-side comparison
VS
VMI
Valmont Industries
70
Buy
| Metric | CNM | VMI |
|---|
| AI Score |
68
|
70
|
| Price |
$45.35
|
$507.26
|
| P/E Ratio |
19.32×
|
19.54×
|
| ROE |
22.1%
|
21.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
27.1%
|
30.4%
|
| Debt / Equity |
1.20×
|
0.50×
|
| Dividend Yield |
0.0%
|
0.6%
|
| RSI (14) |
54.3
|
50.3
|
| Beta |
0.917
|
1.351
|
| Expected Upside |
+17.0%
|
+18.1%
|
AI Committee View
Current Innellis committee reasoning for CNM versus VMI.
VMI leads by 2 points.
VMI scores 70/100 (Buy) versus CNM at 68/100 (Buy).
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
VMI Committee View
50% agreement
4 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
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