Análisis Argos
CNM
CNMOportunidad
Core & Main, Inc. · Industrials
US$ 44.93
precio al 2026-07-04
Valor justo Argos*
US$ 64–75
vs. su valor justo
36% por debajo
Score Argos
68/100
Oportunidad
LA RESPUESTA
El mercado la precia para que crezca 1.2% al año — menos de lo que viene demostrando (14%). 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.
VALOR6/6FUTURO3/6PASADO4/6SALUD3/6DIVIDENDO2/6
El Iris de calidad
VALOR6/6FUTURO3/6PASADO4/6SALUD3/6DIVIDENDO2/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos68de 100Oportunidad
Ingresos▲3%
US$ 7.7 B
Margen operativo▼2%
9.5%
Flujo de caja libre▲2%
US$ 0.6 B
Deuda neta
US$ 2.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 8.4B
P/E19.1x
EV/EBITDA11.6x
FCF yield7.2%
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

businesswire.com · 25 jun
Core & Main Announces Pricing of Senior Notes Offering
ST. LOUIS--(BUSINESS WIRE)--Core & Main Announces Pricing of Senior Notes Offering.
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?
zacks.com · 18 jun
Wall Street Analysts See Core & Main (CNM) as a Buy: Should You Invest?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
zacks.com · 11 jun
4 Manufacturing Tools Stocks to Watch Despite Industry Headwinds
The prospects of the Zacks Manufacturing-Tools & Related Products industry are hindered by high operating costs and ongoing supply-chain challenges. SWK, CNM, KMT and EPAC are some promising stocks in the industry.
zacks.com · 11 jun
CNM Q1 Earnings Call Highlights Municipal Strength, Margin Gains
Core & Main leans on durable municipal water work as residential stays weak, expands margins and reaffirms FY26 guidance.
seekingalpha.com · 11 jun
Core & Main, Inc. (CNM) Q4 2025 Earnings Call Transcript
Core & Main, Inc. (CNM) Q4 2025 Earnings Call Transcript
seekingalpha.com · 10 jun
Core & Main's Drop Doesn't Offer An Entry Point
Core & Main, Inc. remains a Hold as shares fell after Q1 FY26 results, despite revenue beating expectations. Smart utility products and fire protection segments showed robust growth, but pipes, valves, and fittings, as well as storm drainage, declined. Management projects FY26 revenue of $7.8–$7.9B and EBITDA of $950–$980M, supporting increased share buybacks and expansion.

* 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.