CNM Stock Analysis: Buy, Sell, or Hold?
CNM - Core & Main, Inc.
$47.75
-0.40 (-0.83%)
▼
5d:
-1.36%
30d:
-11.84%
90d:
-11.57%
BUY
HIGH Confidence
Analysis Updated: Mar 30, 2026 12:00 AM ET
Earnings: Jun 09, 2026
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Interactive Price Chart (1 Month)
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Bottom Line:
✅ BUY SIGNAL: CNM trading at deep discount. Market pricing in -4.1% annual earnings decline, creating value opportunity for patient investors.
✅ BUY SIGNAL: CNM trading at deep discount. Market pricing in -4.1% annual earnings decline, creating value opportunity for patient investors.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$78.50
Based on 7.8% avg growth
INTRINSIC VALUE TODAY
$48.74
2.0% Margin of Safety
How this is calculated: We use a Growth Decay Model: starting with analyst consensus growth (adjusted above) and gradually slowing it down to a long-term terminal rate (4%) by Year 5. This provides a more realistic valuation than assuming constant hyper-growth. We then apply a 21.0x Exit PE.
In-depth Analysis How we analyze
Valuation Analysis: CNM is currently trading at $47.75, which is considered oversold relative to its 30-day fair value range of $47.92 to $54.23. From a valuation perspective, the stock is trading at a discount (Forward PE: 18.5) compared to its historical average (21.0). Remarkably, the market is currently pricing in an annual earnings decline of 4.1% over the next few years. This pessimistic expectation contrasts with the company's recent 9.1% earnings growth, suggesting potential undervaluation if the company simply maintains stability.
Technical Outlook: Technically, CNM is in a strong uptrend. Immediate support is located at $45.69, while resistance sits at $51.01.
Market Sentiment: The stock shows a mixed technical setup (45/100), with neutral trendline and momentum signals. Wall Street analysts see significant upside, with an average price target of $60.69 (+27.1%). Combining these factors, the current setup offers a favorable risk/reward ratio for buyers.
Technical Outlook: Technically, CNM is in a strong uptrend. Immediate support is located at $45.69, while resistance sits at $51.01.
Market Sentiment: The stock shows a mixed technical setup (45/100), with neutral trendline and momentum signals. Wall Street analysts see significant upside, with an average price target of $60.69 (+27.1%). Combining these factors, the current setup offers a favorable risk/reward ratio for buyers.
Quick Decision Summary
Current Position
OVERSOLD
Fair Price Range
$47.92 -
$54.23
Company Quality Score
53/100
(HOLD)
Volume Confirmation
HIGH
Confidence Score
79.5%
All Signals
- BULLISH: Price oversold vs 30-day range
- NEUTRAL: Mixed technical signals (45/100)
- BULLISH: High volume confirmation
- BULLISH: Trading 27.1% below Wall St target ($60.69)
Fair Price Analysis
30-Day Fair Range
$47.92 -
$54.23
Current vs Fair Value
OVERSOLD
Support & Resistance Levels
Support Level
$45.69
Resistance Level
$51.01
Current Trend
Strong Uptrend
Technical data as of
Mar 30, 2026
Fundamental Context
Forward P/E (Next Year Est.)
18.53
Wall Street Target
$60.69
(+27.1%)
Revenue Growth (YoY)
-6.9%
Earnings Growth (YoY)
9.1%
Profit Margin
5.8%
Valuation Discount vs History
-4.1% cheaper
PE vs Historical
18.5 vs 21.0
CHEAP
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
-4.1%
(market-implied from PE analysis)
1-Year Target
$45.79
(-4%)
2-Year Target
$43.91
(-8%)
3-Year Target
$42.11
(-12%)
3-Yr Target (if PE normalizes)
(PE: 19→21)
$47.74
(0%)
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 22.4, Growth: 11.5%)
$79.84
(+67%)
Base:
(SPY PE: 18.5, Growth: 11.5%)
$66.18
(+39%)
Bear:
(PE: 15.7, Growth: 11.5%)
$56.25
(+18%)
📈
Valuation based on Current Earnings
RECOVERY PLAY: Stock looks expensive now (21x PE), but valuation improves significantly next year (19x PE) as earnings recover.
Trailing PE: 20.79 | Current EPS (TTM): $2.28
Bull Case
$58.94
(+22%)
Analyst growth 13.0%, PE expands to 22.9
Base Case
$53.58
(+11%)
Market implied 13.0%, PE stable at 20.8
Bear Case
$32.23
(-33%)
Severe decline -20.0%, PE contracts to 17.7
These are projections based on PE multiples and EPS growth scenarios, not predictions. Actual results may vary significantly.
💡
Upside Surprise Potential
If earnings stabilize (0% growth), PE could expand from 18.5 to 21.0
Stabilization Target:
$54.13
(+13.4%)
PE Expansion Potential:
+13.4%
Share & Embed Analysis
Last updated: March 31, 2026 3:34 AM ET
Data refreshes hourly during market hours. Next update: 4:34 AM
Data refreshes hourly during market hours. Next update: 4:34 AM
🔥 Top Stocks Breaking Out Now
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Technical Signals Check
Is CNM showing a specific setup today?
Insider Activity (6 Months)
1
Buys
2
Sells
Net
INSIDERS SELLING
Recent Transactions
Lisa C. McClain
SELL
2025-10-31
Lisa C. McClain
SELL
2025-10-30
Lisa C. McClain
BUY
2025-10-30
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