CNM Stock Analysis: Buy, Sell, or Hold?
CNM - Core & Main, Inc.
$53.36
-0.83 (-1.53%)
▼
HOLD
LOW Confidence
Last Updated: January 30, 2026
Earnings: Mar 24, 2026
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Interactive Price Chart (1 Month)
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Bottom Line:
📊 HOLD: CNM shows mixed signals. Fine to hold existing positions. Not urgent to buy or sell.
📊 HOLD: CNM shows mixed signals. Fine to hold existing positions. Not urgent to buy or sell.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$79.99
Based on 7.8% avg growth
INTRINSIC VALUE TODAY
$49.67
Trading above fair value
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 21.4x Exit PE.
In-depth Analysis How we analyze
Valuation Analysis: CNM is currently trading at $53.36, which is considered oversold relative to its 30-day fair value range of $53.55 to $57.38. The stock's valuation (Forward PE: 21.0) is in line with its historical norms (21.4). Remarkably, the market is currently pricing in an annual earnings decline of 0.7% over the next few years. This pessimistic expectation contrasts with the company's recent 4.6% earnings growth, suggesting potential undervaluation if the company simply maintains stability.
Technical Outlook: Technically, CNM is in a strong uptrend. The price is currently testing key support at $52.46. A bounce from this level would confirm strength, while a break below could signal further downside.
Market Sentiment: The stock shows a mixed technical setup (40/100), with neutral trendline and momentum signals. Wall Street analysts see significant upside, with an average price target of $61.06 (+12.7%). The stock is fairly positioned - fine to hold existing positions or accumulate slowly on dips, but not an urgent buy.
Technical Outlook: Technically, CNM is in a strong uptrend. The price is currently testing key support at $52.46. A bounce from this level would confirm strength, while a break below could signal further downside.
Market Sentiment: The stock shows a mixed technical setup (40/100), with neutral trendline and momentum signals. Wall Street analysts see significant upside, with an average price target of $61.06 (+12.7%). The stock is fairly positioned - fine to hold existing positions or accumulate slowly on dips, but not an urgent buy.
Quick Decision Summary
Current Position
OVERSOLD
Fair Price Range
$53.55 -
$57.38
Company Quality Score
49/100
(HOLD)
Volume Confirmation
HIGH
Confidence Score
77.1%
Protect Your Profits
Holding CNM? Use our AI-powered strategies to protect your downside while keeping your long-term position.
View Profit Protection PlanAll Signals
- BULLISH: Price oversold vs 30-day range
- NEUTRAL: Mixed technical signals (40/100)
- BULLISH: High volume confirmation
- BULLISH: Trading below Wall St target ($61.06)
- CAUTION: Recommendation downgraded due to -8.9% 5-day decline
Fair Price Analysis
30-Day Fair Range
$53.55 -
$57.38
Current vs Fair Value
OVERSOLD
Support & Resistance Levels
Support Level
$52.46
Resistance Level
$59.45
Current Trend
Strong Uptrend
Fundamental Context
Forward P/E (Next Year Est.)
21.02
Wall Street Target
$61.06
(+12.7%)
Revenue Growth (YoY)
1.2%
Earnings Growth (YoY)
4.6%
Profit Margin
5.6%
Valuation Discount vs History
-0.7% cheaper
PE vs Historical
21.0 vs 21.4
FAIR
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
-0.7%
(market-implied from PE analysis)
1-Year Target
$53.81
(-1%)
2-Year Target
$53.43
(-1%)
3-Year Target
$53.06
(-2%)
3-Yr Target (if PE normalizes)
(PE: 21→21)
$54.01
(0%)
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 22.3, Growth: 11.5%)
$79.66
(+47%)
Base:
(SPY PE: 21.0, Growth: 11.5%)
$75.10
(+39%)
Bear:
(PE: 17.9, Growth: 11.5%)
$63.84
(+18%)
📈
Valuation based on Current Earnings
RECOVERY PLAY: Stock looks expensive now (24x PE), but valuation improves significantly next year (21x PE) as earnings recover.
Trailing PE: 24.21 | Current EPS (TTM): $2.28
Bull Case
$68.64
(+29%)
Analyst growth 13.0%, PE expands to 26.6
Base Case
$62.40
(+17%)
Market implied 13.0%, PE stable at 24.2
Bear Case
$37.54
(-30%)
Severe decline -20.0%, PE contracts to 20.6
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 21.0 to 21.4
Stabilization Target:
$55.16
(+1.8%)
PE Expansion Potential:
+1.8%
Last updated: January 31, 2026 7:48 AM ET
Data refreshes hourly during market hours. Next update: 8:48 AM
Data refreshes hourly during market hours. Next update: 8:48 AM
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Technical Signals Check
Is CNM showing a specific setup today?
Insider Activity (6 Months)
2
Buys
3
Sells
Net
INSIDERS SELLING
Recent Transactions
Michael T. McCaul
BUY
2025-09-22
Lisa C. McClain
BUY
2025-09-11
Michael T. McCaul
SELL
2025-08-21
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