Análisis Argos
CNM
CNMOportunidad
Core & Main, Inc. · Industrials
US$ 43.98
precio al 2026-07-28
Valor justo Argos*
US$ 56–62
vs. su valor justo
29% por debajo
Score Argos
69/100
Oportunidad
LA RESPUESTA
El mercado la precia para que crezca 1.1% al año — menos de lo que viene demostrando (10.4%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 7% el último año.
Riesgos
Sin riesgos destacados.
VALOR5/6FUTURO3/6PASADO4/6SALUD3/6DIVIDENDO2/6
El Iris de calidad
VALOR5/6FUTURO3/6PASADO4/6SALUD3/6DIVIDENDO2/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos69de 100Oportunidad
Ingresos3%
US$ 7.7 B
Margen operativo2%
9.5%
Flujo de caja libre2%
US$ 0.6 B
Deuda neta
US$ 2.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 8.2B
P/E18.7x
EV/EBITDA11.4x
FCF yield7.3%
ROIC13.1%
Margen operativo9.5%
Crecim. ingresos+2.8%/año
Piotroski F8/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

defenseworld.net · 23 jul
California Public Employees Retirement System Sells 13,197 Shares of Core & Main, Inc. $CNM
California Public Employees Retirement System decreased its position in Core and Main, Inc. (NYSE: CNM) by 3.2% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 396,840 shares of the company's stock after selling 13,197 shares during the
zacks.com · 22 jul
CNM vs. LECO: Which Stock Is the Better Value Option?
Investors interested in stocks from the Manufacturing - Tools & Related Products sector have probably already heard of Core & Main (CNM) and Lincoln Electric Holdings (LECO). But which of these two companies is the best option for those looking for undervalued stocks?
zacks.com · 21 jul
Core & Main (CNM) Stock Declines While Market Improves: Some Information for Investors
Core & Main (CNM) concluded the recent trading session at $43.37, signifying a -1.05% move from its prior day's close.
zacks.com · 15 jul
Core & Main (CNM) Stock Drops Despite Market Gains: Important Facts to Note
Core & Main (CNM) concluded the recent trading session at $44.66, signifying a -1.24% move from its prior day's close.
zacks.com · 6 jul
CNM vs. LECO: Which Stock Should Value Investors Buy Now?
Investors interested in Manufacturing - Tools & Related Products stocks are likely familiar with Core & Main (CNM) and Lincoln Electric Holdings (LECO). But which of these two companies is the best option for those looking for undervalued stocks?
businesswire.com · 25 jun
Core & Main Announces Pricing of Senior Notes Offering
ST. LOUIS--(BUSINESS WIRE)--Core & Main, Inc. (NYSE: CNM), a leading specialty distributor dedicated to advancing reliable infrastructure with local service, nationwide, today announced the pricing of the previously announced offering (the “Offering”) of $750 million in aggregate principal amount of 6.000% Senior Notes due 2034 (the “Notes”) by its indirect wholly-owned subsidiary, Core & Main LP (“Core & Main”). The closing of the Offering is expected to occur on or about July 1, 2026, subject to customary closing conditions.
businesswire.com · 25 jun
Core & Main Announces Launch of Senior Notes Offering
ST. LOUIS--(BUSINESS WIRE)--Core & Main Announces Launch of Senior Notes Offering.
zacks.com · 18 jun
CNM or LECO: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Manufacturing - Tools & Related Products sector might want to consider either Core & Main (CNM) or Lincoln Electric Holdings (LECO). But which of these two companies is the best option for those looking for undervalued stocks?

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.