CNM vs VRT
Core & Main vs Vertiv Holdings — AI-powered side-by-side comparison
VS
VRT
Vertiv Holdings
67
Buy
| Metric | CNM | VRT |
|---|
| AI Score |
71
|
67
|
| Price |
$46.55
|
$272.41
|
| P/E Ratio |
19.56×
|
60.27×
|
| ROE |
22.1%
|
33.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
27.1%
|
37.5%
|
| Debt / Equity |
1.20×
|
0.68×
|
| Dividend Yield |
0.0%
|
0.1%
|
| RSI (14) |
63.2
|
49.5
|
| Beta |
0.91
|
2.029
|
| Expected Upside |
+15.6%
|
+31.6%
|
AI Committee View
Current Innellis committee reasoning for CNM versus VRT.
CNM leads by 4 points.
CNM scores 71/100 (Buy) versus VRT at 67/100 (Buy).
CNM Committee View
100% agreement
5 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is 4 existing position pair(s) are highly correlated already. 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
- Stochastic RSI (85.2) confirms overbought conditions.
- Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
VRT Committee View
60% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
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
Bear Case
- Bollinger bandwidth of 36.1% signals elevated volatility — Risk