CNM Class A Core & Main, Inc. Class A Common Stock
NYSE · Trading Companies & Distributors · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Sep 9, 2026
$41.35
· of 52w range
· above low
· to high
$40.0352w low
$59.6652w high
P/E (TTM)
17.0
EPS (TTM)
$2.43
Revenue (TTM)
$7.70B
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52W Range
$40–$60
Analyst Rating
BUY
Price Target
$55
P/E
17.0
ROE
23.9%
Net Profit Margin
6.0%
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CNM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$41.35
P/E (TTM)
17.0
EPS (TTM)
$2.43
Revenue (TTM)
$7.70B
ROE
23.9%
Debt/Equity
1.1
52W Range
$40–$60
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About Core & Main, Inc. Class A Common Stock Company overview from Wikipedia
Core & Main, headquartered in St. Louis, Missouri, distributes products used for water, wastewater, storm drainage, and fire protection in the United States. Customers include municipalities, private water companies, and professional contractors. The company has 370 branch locations in 49 U.S. states, 60,000 customers, and sells 225,000 products.
In fiscal 2024, 67% of the company's sales were pipes, valves, and piping and plumbing fittings, 16% of the company's sales were products for storm drainage, 8% of the company's sales were products for fire protection, and 9% of the company's sales were products for water metering. In fiscal 2024, 42% of sales were from the municipal construction sector, 38% of sales were from the non-residential construction sector, and 20% of sales were from the residential construction sector.
The company is ranked 497th on the Fortune 500.
History
In 2005, Home Depot acquired National Waterworks Holdings. It was merged with Hughes Supply and became HD Supply Waterworks.
In August 2017, Clayton, Dubilier & Rice acquired HD Supply Waterworks and changed its name to Core & Main.
In July 2021, the company became a public company via an initial public offering.
Acquisitions
== Financials ==
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorIndustrials
industryTrading Companies & Distributors
employees5,600
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$7.65B2020-02-02 → 2026-02-01
EPS$2.312022-01-30 → 2026-02-01
Free Cash Flow$604M2022-01-30 → 2026-02-01
Net margin6.0%2022-01-30 → 2026-02-01
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | CNM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 17.05Y avg ≈24.3 | ≈24.3 | 24.3 | Undervalued |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | CNM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 27.0%5Y avg ≈26.6% | ≈26.6% | 28.9% | Weak | |
| Operating Margin (TTM) | 9.6%5Y avg ≈10.1% | ≈10.1% | 10.6% | In line | |
| EBITDA Margin | 11.9%5Y avg ≈12.6% | ≈12.6% | 10.8% | In line | |
| Pretax Margin (TTM) | 8.1%5Y avg ≈8.3% | ≈8.3% | 10.5% | Weak | |
| Net Profit Margin (TTM) | 6.0%5Y avg ≈5.1% | ≈5.1% | 7.7% | Weak | |
| ROA | 7.4%5Y avg ≈6.8% | ≈6.8% | 6.7% | In line | |
| ROE | 23.9%5Y avg ≈24.4% | ≈24.4% | 16.0% | Top tier | |
| ROIC | 13.3%5Y avg ≈15.4% | ≈15.4% | 12.2% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | CNM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity | 1.15Y avg ≈1.1 | ≈1.1 | 0.6 | High debt | |
| Current Ratio | 2.65Y avg ≈2.5 | ≈2.5 | 2.1 | Strong liquidity | |
| Quick Ratio | 1.45Y avg ≈1.2 | ≈1.2 | 0.9 | Strong liquidity | |
| Long-Term Debt / Equity | 1.15Y avg ≈1.1 | ≈1.1 | 0.6 | High debt |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | CNM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 2.8%5Y avg ≈17.0% | ≈17.0% | · | · | |
| Revenue CAGR 3Y | 4.8%5Y avg ≈13.8% | ≈13.8% | · | · | |
| Revenue CAGR 5Y | 16.0% | · | · | · | |
| EPS YoY | 8.5%5Y avg ≈73.9% | ≈73.9% | · | · | |
| Net Income YoY | 7.3%5Y avg ≈97.7% | ≈97.7% | · | · | |
| EPS CAGR 3Y | 2.7% | · | · | · | |
| Net Income CAGR 3Y | 6.4%5Y avg ≈52.4% | ≈52.4% | · | · | |
| Net Income CAGR 5Y | 64.1% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | CNM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.35Y avg ≈1.3 | ≈1.3 | 1.4 | In line | |
| Inventory Turnover | 5.95Y avg ≈5.8 | ≈5.8 | 5.9 | In line | |
| Receivables Turnover | 7.85Y avg ≈7.9 | ≈7.9 | 8.2 | In line | |
| Revenue / Employee | ≈$1.4M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Beat Rate
75.0%
Avg Surprise
8.5%
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2027 | Sep 9, 2026 | $0.94 | $0.93 | 0.67% |
| March 31, 2027 | Jun 10, 2026 | $0.72 | $0.68 | 6.6% |
| Sept. 30, 2026 | $0.94 | $0.93 | 0.67% | |
| June 30, 2026 | $0.72 | $0.68 | 6.6% | |
| March 31, 2026 | Jun 9, 2026 | $0.52 | $0.42 | 22.9% |
| Dec. 31, 2025 | $0.89 | $0.77 | 15.9% | |
| Sept. 30, 2025 | $0.87 | $0.80 | 9.2% | |
| June 30, 2025 | $0.56 | $0.53 | 5.5% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|
| Revenue | $7.65B | $7.44B | $6.70B | $6.65B | $5.00B | $3.64B | |
| Cost of Revenue | $5.59B | $5.46B | $4.88B | $4.86B | $3.72B | $2.76B | |
| Gross Profit | $2.06B | $1.98B | $1.82B | $1.79B | $1.28B | $878M | |
| SG&A Expense | $1.15B | $1.08B | $931M | $880M | $717M | $556M | |
| Operating Expenses | $1.34B | $1.26B | $1.08B | $1.02B | $855M | $693M | |
| Operating Income | $722M | $719M | $740M | $775M | $425M | $185M | |
| Interest Expense | · | · | $81M | $66M | $98M | $139M | |
| Pretax Income | $607M | $577M | $659M | $709M | $276M | $46M | |
| Income Tax | $145M | $143M | $128M | $128M | $51M | $9M | |
| Net Income | $441M | $411M | $371M | $366M | $166M | $37M | |
| EPS (Basic) | $2.32 | $2.14 | $2.15 | $2.16 | $0.57 | · | |
| EPS (Diluted) | $2.31 | $2.13 | $2.15 | $2.13 | $0.55 | · | |
| Shares (Basic) | 189,723,857 | 191,617,275 | 172,839,836 | 169,482,199 | 159,188,391 | · | |
| Shares (Diluted) | 197,861,786 | 201,442,750 | 227,818,077 | 246,217,004 | 244,451,678 | · | |
| EBITDA | $914M | $913M | $894M | $923M | $575M | · |
Balance Sheet
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $220M | $8M | $1M | $177M | $1M | $381M | |
| Receivables | $981M | $986M | $888M | $851M | $784M | $495M | |
| Inventory | $986M | $908M | $766M | $1.05B | $856M | $384M | |
| Prepaid Expense | $48M | $43M | $33M | $32M | $26M | $15M | |
| Current Assets | $2.30B | $2.02B | $1.77B | $2.21B | $1.77B | $1.34B | |
| PP&E (Net) | $178M | $168M | $151M | $105M | $94M | $86M | |
| PP&E (Gross) | $379M | $336M | $285M | $212M | $186M | $158M | |
| Accum. Depreciation | $201M | $168M | $134M | $107M | $92M | $72M | |
| Goodwill | $1.92B | $1.90B | $1.56B | $1.53B | $1.51B | $1.45B | |
| Intangibles | $823M | $935M | $784M | $795M | $871M | $919M | |
| Other Non-current Assets | $10M | $42M | $66M | $88M | $35M | $0 | |
| Total Assets | $6.08B | $5.87B | $5.07B | $4.91B | $4.43B | $3.92B | |
| Accounts Payable | $512M | $562M | $504M | $479M | $608M | $326M | |
| Current Liabilities | $874M | $866M | $774M | $726M | $839M | $522M | |
| Capital Leases | $214M | $178M | $138M | $121M | $103M | $86M | |
| Deferred Tax | $89M | $87M | $48M | $9M | $35M | $232M | |
| Other Non-current Liabilities | $30M | $22M | $16M | $19M | $17M | $31M | |
| Total Liabilities | $4.01B | $4.10B | $3.54B | $2.50B | $2.60B | $3.12B | |
| Long-term Debt | $2.15B | $2.26B | $1.88B | $1.46B | $1.47B | $2.27B | |
| Total Debt | $2.15B | $2.26B | $1.88B | $1.46B | $1.47B | · | |
| Paid-in Capital | $1.25B | $1.22B | $1.21B | $1.24B | $1.21B | · | |
| Retained Earnings | $755M | $449M | $189M | $458M | $92M | · | |
| AOCI | $-6M | $27M | $46M | $45M | $16M | · | |
| Stockholders' Equity | $2.00B | $1.70B | $1.45B | $1.75B | $1.32B | · | |
| Liabilities + Equity | $6.08B | $5.87B | $5.07B | $4.91B | $4.43B | $3.92B |
Cash Flow
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|
| D&A | $192M | $194M | $154M | $148M | $150M | $153M | |
| Stock-based Comp | $17M | $14M | $10M | $11M | $25M | $4M | |
| Deferred Tax | $28M | $13M | $2M | $-7M | $-17M | $-6M | |
| Amort. of Intangibles | $149M | $151M | $122M | $120M | $120M | $118M | |
| Other Non-cash | $-28M | $-11M | $532M | $-117M | $-355M | · | |
| Operating Cash Flow | $650M | $621M | $1.07B | $401M | $-31M | $214M | |
| CapEx | $46M | $35M | $39M | $25M | $20M | $12M | |
| Investing Cash Flow | $-145M | $-788M | $-270M | $-152M | $-203M | $-229M | |
| Stock Issued | · | · | $0 | $0 | $100M | $0 | |
| Stock Repurchased | $155M | $176M | $1.34B | $0 | $0 | · | |
| Net Stock Activity | $-155M | $-176M | $-1.34B | $0 | $100M | · | |
| Financing Cash Flow | $-293M | $174M | $-975M | $-73M | $-146M | $215M | |
| Net Change in Cash | $212M | $7M | $-176M | $176M | $-380M | $200M | |
| Taxes Paid | $79M | $143M | $116M | · | · | · | |
| Free Cash Flow | $604M | $586M | $1.03B | $376M | $-51M | · | |
| Levered FCF | · | · | $965M | $322M | $-131M | · |
Profitability
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|
| Gross Margin | 26.9% | 26.6% | 27.1% | 27.0% | 25.6% | · | |
| Operating Margin | 9.4% | 9.7% | 11.0% | 11.7% | 8.5% | · | |
| Net Margin | 5.8% | 5.5% | 5.5% | 5.5% | 3.3% | · | |
| Pretax Margin | 7.9% | 7.8% | 9.8% | 10.7% | 5.5% | · | |
| EBITDA Margin | 11.9% | 12.3% | 13.3% | 13.9% | 11.5% | · | |
| ROA | 7.4% | 7.5% | 7.4% | 7.8% | 4.0% | · | |
| ROE | 23.9% | 26.1% | 23.2% | 23.8% | 25.1% | · | |
| ROIC | 13.3% | 13.7% | 17.9% | 19.8% | 12.4% | · |
Liquidity & Solvency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|
| Current Ratio | 2.6 | 2.3 | 2.3 | 3.0 | 2.1 | · | |
| Quick Ratio | 1.4 | 1.1 | 1.1 | 1.4 | 0.9 | · | |
| Debt / Equity | 1.1 | 1.3 | 1.3 | 0.8 | 1.1 | · | |
| LT Debt / Equity | 1.1 | 1.3 | 1.3 | 0.8 | 1.1 | · | |
| Interest Coverage | · | · | 9.1 | 11.7 | 4.3 | · |
Efficiency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.3 | 1.4 | 1.3 | 1.4 | 1.2 | · | |
| Inventory Turnover | 5.9 | 6.5 | 5.4 | 5.1 | 6.0 | · | |
| Receivables Turnover | 7.8 | 7.9 | 7.7 | 8.1 | 7.8 | · |
Per Share
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|
| Revenue / Share | $38.65 | $36.94 | $29.42 | $27.01 | $20.47 | · | |
| Cash Flow / Share | $3.29 | $3.08 | $4.69 | $1.63 | $-0.13 | · | |
| EPS (TTM) | $2.31 | $2.13 | $2.15 | $2.13 | $0.55 | · |
Growth Rates
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.8% | 11.0% | 0.77% | 32.9% | 37.4% | · | |
| Revenue CAGR 3Y | 4.8% | 14.1% | 22.5% | · | · | · | |
| Revenue CAGR 5Y | 16.0% | · | · | · | · | · | |
| EPS YoY | 8.5% | -0.93% | 0.94% | 287.3% | · | · | |
| EPS CAGR 3Y | 2.7% | 57.0% | · | · | · | · | |
| Net Income YoY | 7.3% | 10.8% | 1.4% | 120.5% | 348.6% | · | |
| Net Income CAGR 3Y | 6.4% | 35.3% | 115.6% | · | · | · | |
| Net Income CAGR 5Y | 64.1% | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|
| Revenue TTM | $7.65B | $7.44B | $6.70B | $6.65B | $5.00B | · | |
| Net Income TTM | $441M | $411M | $371M | $366M | $166M | · | |
| P/E | 23.1 | 26.5 | 18.9 | 10.2 | 42.6 | · | |
| Earnings Yield | 4.3% | 3.8% | 5.3% | 9.8% | 2.4% | · |
Income Statement
| Metric | Trend | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.15B | $1.91B | $1.58B | $2.06B | $2.09B | $1.91B | $1.70B | $2.04B | $1.96B | $1.74B | $1.44B | $1.83B | $1.86B | $1.57B | $1.37B | $1.82B | |
| Cost of Revenue | $1.57B | $1.39B | $1.15B | $1.50B | $1.53B | $1.40B | $1.25B | $1.50B | $1.45B | $1.27B | $1.06B | $1.33B | $1.36B | $1.14B | $1.00B | $1.32B | |
| Gross Profit | $573M | $520M | $428M | $561M | $560M | $510M | $451M | $543M | $518M | $468M | $384M | $494M | $501M | $439M | $373M | $500M | |
| SG&A Expense | $301M | $299M | $264M | $295M | $302M | $293M | $279M | $274M | $268M | $257M | $230M | $240M | $238M | $223M | $213M | $231M | |
| Operating Expenses | $346M | $343M | $310M | $341M | $347M | $339M | $327M | $320M | $314M | $300M | $268M | $277M | $275M | $258M | $249M | $266M | |
| Operating Income | $227M | $177M | $118M | $220M | $213M | $171M | $124M | $223M | $204M | $168M | $116M | $217M | $226M | $181M | $124M | $234M | |
| Interest Expense | $32M | $27M | · | $30M | $31M | $30M | · | $36M | $36M | $34M | · | $20M | $22M | $17M | · | $16M | |
| Pretax Income | $193M | $150M | $94M | $190M | $182M | $141M | $88M | $187M | $168M | $134M | $94M | $197M | $204M | $164M | $104M | $218M | |
| Income Tax | $43M | $37M | $21M | $47M | $41M | $36M | $21M | $47M | $42M | $33M | $18M | $39M | $40M | $31M | $20M | $40M | |
| Net Income | $144M | $108M | $70M | $137M | $134M | $100M | $64M | $133M | $119M | $95M | $63M | $112M | $110M | $86M | $54M | $111M | |
| EPS (Basic) | $0.77 | $0.57 | $0.36 | $0.72 | $0.71 | $0.53 | $0.34 | $0.69 | $0.62 | $0.49 | $0.34 | $0.65 | $0.66 | $0.50 | · | $0.65 | |
| EPS (Diluted) | $0.77 | $0.57 | $0.37 | $0.72 | $0.70 | $0.52 | $0.34 | $0.69 | $0.61 | $0.49 | $0.34 | $0.65 | $0.66 | $0.50 | · | $0.65 | |
| Shares (Basic) | 186,639,659 | 188,379,992 | · | 190,214,298 | 189,904,002 | 189,802,381 | · | 191,538,672 | 192,797,961 | 192,194,061 | · | 170,999,291 | 167,312,292 | 171,597,317 | · | 170,027,629 | |
| Shares (Diluted) | 193,359,334 | 195,682,551 | · | 197,905,484 | 198,302,610 | 198,700,476 | · | 201,165,553 | 202,667,354 | 202,615,824 | · | 224,686,413 | 228,983,281 | 243,716,764 | · | 246,262,224 | |
| EBITDA | $227M | $224M | · | $220M | $213M | $219M | · | · | $204M | $214M | · | $217M | $226M | $218M | · | $234M |
Balance Sheet
| Metric | Trend | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $312M | $150M | $220M | $89M | $25M | $8M | $8M | $10M | $13M | $30M | · | $101M | $20M | $1M | · | $0 | |
| Receivables | $1.36B | $1.20B | $981M | $1.24B | $1.28B | $1.23B | $986M | $1.26B | $1.21B | $1.12B | · | $1.13B | $1.16B | $1.03B | · | $1.16B | |
| Inventory | $1.14B | $1.10B | $986M | $1.02B | $1.06B | $1.07B | $908M | $950M | $959M | $945M | · | $824M | $896M | $1.03B | · | $1.15B | |
| Prepaid Expense | $49M | $45M | $48M | $60M | $72M | $48M | $43M | $43M | $52M | $48M | · | $31M | $35M | $37M | · | $34M | |
| Current Assets | $2.94B | $2.56B | $2.30B | $2.51B | $2.51B | $2.44B | $2.02B | $2.38B | $2.32B | $2.22B | · | $2.17B | $2.18B | $2.17B | · | $2.46B | |
| PP&E (Net) | $192M | $184M | $178M | $175M | $175M | $174M | $168M | $167M | $163M | $160M | · | $142M | $130M | $121M | · | $105M | |
| PP&E (Gross) | · | · | $379M | · | · | · | $336M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $201M | · | · | · | $168M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.92B | $1.92B | $1.92B | $1.92B | $1.90B | $1.90B | $1.90B | $1.88B | $1.84B | $1.84B | $1.56B | $1.55B | $1.55B | $1.54B | $1.53B | $1.54B | |
| Intangibles | $759M | $791M | $823M | $847M | $867M | $901M | $935M | $964M | $954M | $971M | · | $782M | $811M | $798M | · | $822M | |
| Other Non-current Assets | $51M | $13M | $10M | $2M | $2M | $29M | $42M | $44M | $55M | $90M | · | $85M | $89M | $81M | · | $108M | |
| Total Assets | $6.71B | $6.32B | $6.08B | $6.30B | $6.31B | $6.28B | $5.87B | $6.21B | $6.10B | $6.04B | · | $5.07B | $5.04B | $4.93B | · | $5.19B | |
| Accounts Payable | $815M | $814M | $512M | $734M | $758M | $923M | $562M | $782M | $738M | $777M | · | $646M | $601M | $581M | · | $701M | |
| Current Liabilities | $1.19B | $1.11B | $874M | $1.11B | $1.12B | $1.25B | $866M | $1.11B | $1.01B | $1.04B | · | $921M | $842M | $798M | · | $987M | |
| Capital Leases | $221M | $223M | $214M | $207M | $203M | $196M | $178M | $158M | $146M | $145M | · | $130M | $129M | $123M | · | $110M | |
| Deferred Tax | $90M | $89M | $89M | $89M | $88M | $87M | $87M | $85M | $84M | $92M | · | $48M | $48M | $40M | · | $6M | |
| Other Non-current Liabilities | $28M | $30M | $30M | $31M | $22M | $20M | $22M | $22M | $31M | $24M | · | $18M | $22M | $22M | · | $19M | |
| Total Liabilities | $4.61B | $4.21B | $4.01B | $4.25B | $4.34B | $4.46B | $4.10B | $4.46B | $4.38B | $4.40B | · | $2.85B | $2.83B | $2.74B | · | $2.84B | |
| Long-term Debt | $2.45B | $2.14B | $2.15B | $2.15B | $2.26B | $2.26B | $2.26B | $2.41B | $2.43B | $2.42B | · | $1.45B | $1.57B | $1.59B | · | $1.55B | |
| Total Debt | · | · | · | $2.15B | $2.26B | $2.26B | · | · | $2.43B | $2.42B | · | $1.45B | $1.57B | $1.59B | · | $1.55B | |
| Paid-in Capital | $1.24B | $1.25B | $1.25B | $1.25B | $1.24B | $1.22B | $1.22B | $1.21B | $1.23B | $1.22B | · | $1.23B | $1.20B | $1.18B | · | $1.24B | |
| Retained Earnings | $784M | $786M | $755M | $736M | $642M | $515M | $449M | $433M | $385M | $284M | · | $491M | $447M | $403M | · | $404M | |
| AOCI | $3M | $-1M | $-6M | $-6M | $-1M | $7M | $27M | $23M | $32M | $63M | · | $49M | $49M | $41M | · | $55M | |
| Stockholders' Equity | $2.03B | $2.04B | $2.00B | $1.98B | $1.89B | $1.74B | $1.70B | $1.67B | $1.64B | $1.57B | · | $1.77B | $1.70B | $1.63B | · | $1.70B | |
| Liabilities + Equity | $6.71B | $6.32B | $6.08B | $6.30B | $6.31B | $6.28B | $5.87B | $6.21B | $6.10B | $6.04B | · | $5.07B | $5.04B | $4.93B | · | $5.19B |
Cash Flow
| Metric | Trend | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $45M | $47M | $48M | $48M | $48M | $48M | $50M | $49M | $49M | $46M | $40M | $39M | $38M | $37M | $38M | $37M | |
| Stock-based Comp | · | $3M | $3M | $4M | $5M | $5M | $3M | $4M | $4M | $3M | $2M | $3M | $3M | $2M | $2M | $2M | |
| Amort. of Intangibles | $35M | $36M | $37M | $38M | $37M | $37M | $39M | $39M | $38M | $35M | $31M | $31M | $31M | $29M | $31M | $30M | |
| Other Non-cash | · | $-76M | · | · | · | $-76M | · | · | · | $-66M | · | · | · | $-5M | · | · | |
| Operating Cash Flow | · | $82M | $268M | $271M | $34M | $77M | $235M | $260M | $48M | $78M | $294M | $373M | $282M | $120M | $307M | $154M | |
| CapEx | · | $14M | $15M | $8M | $10M | $13M | $11M | $8M | $9M | $7M | $5M | $19M | $5M | $10M | $5M | $5M | |
| Investing Cash Flow | · | $-21M | $-74M | $-43M | $-12M | $-16M | $-31M | $-139M | $-44M | $-574M | $-88M | $-18M | $-90M | $-74M | $-19M | $-77M | |
| Stock Repurchased | · | $88M | $58M | $50M | $8M | $39M | $55M | $100M | $21M | $0 | $726M | $145M | $141M | $332M | $0 | $0 | |
| Net Stock Activity | · | $-88M | · | · | · | $-39M | · | · | · | $0 | · | · | · | $-332M | · | · | |
| Financing Cash Flow | · | $-131M | $-63M | $-164M | $-5M | $-61M | $-206M | $-124M | $-21M | $525M | $-306M | $-274M | $-173M | $-222M | $-111M | $-77M | |
| Net Change in Cash | · | $-70M | $131M | $64M | $17M | $0 | $-2M | $-3M | $-17M | $29M | $-100M | $81M | $19M | $-176M | $177M | $0 | |
| Free Cash Flow | · | $68M | · | · | · | $64M | · | · | · | $71M | · | · | · | $110M | · | · | |
| Levered FCF | · | $48M | · | · | · | $42M | · | · | · | $45M | · | · | · | $96M | · | · |
Profitability
| Metric | Trend | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 26.7% | 27.2% | · | 27.2% | 26.8% | 26.7% | · | · | 26.4% | 26.9% | · | 27.0% | 26.9% | 27.9% | · | 27.5% | |
| Operating Margin | 10.6% | 9.3% | · | 10.7% | 10.2% | 8.9% | · | · | 10.4% | 9.7% | · | 11.9% | 12.1% | 11.5% | · | 12.9% | |
| Net Margin | 6.7% | 5.7% | · | 6.6% | 6.4% | 5.2% | · | · | 6.1% | 5.5% | · | 6.1% | 5.9% | 5.5% | · | 6.1% | |
| Pretax Margin | 9.0% | 7.8% | · | 9.2% | 8.7% | 7.4% | · | · | 8.6% | 7.7% | · | 10.8% | 11.0% | 10.4% | · | 12.0% | |
| EBITDA Margin | 10.6% | 11.7% | · | 10.7% | 10.2% | 11.5% | · | · | 10.4% | 12.3% | · | 11.9% | 12.1% | 13.9% | · | 12.9% | |
| ROA | · | · | · | 2.2% | 2.2% | 1.6% | · | · | 2.1% | 1.7% | · | 2.2% | 2.2% | 1.8% | · | 2.3% | |
| ROE | · | · | · | 7.5% | 7.6% | 6.0% | · | · | 7.1% | 5.9% | · | 6.5% | 6.8% | 5.6% | · | 7.6% | |
| ROIC | · | · | · | 4.0% | 4.0% | 3.2% | · | · | 3.8% | 3.2% | · | 5.4% | 5.6% | 4.6% | · | 5.9% |
Liquidity & Solvency
| Metric | Trend | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | 2.3 | 2.2 | 2.0 | · | · | 2.3 | 2.1 | · | 2.4 | 2.6 | 2.7 | · | 2.5 | |
| Quick Ratio | · | · | · | 1.2 | 1.2 | 1.0 | · | · | 1.2 | 1.1 | · | 1.3 | 1.4 | 1.3 | · | 1.2 | |
| Debt / Equity | · | · | · | 1.1 | 1.2 | 1.3 | · | · | 1.5 | 1.5 | · | 0.8 | 0.9 | 1.0 | · | 0.9 | |
| LT Debt / Equity | · | · | · | 1.1 | 1.2 | 1.3 | · | · | 1.5 | 1.5 | · | 0.8 | 0.9 | 1.0 | · | 0.9 | |
| Interest Coverage | 7.1 | 6.6 | · | 7.3 | 6.9 | 5.7 | · | · | 5.7 | 4.9 | · | 10.8 | 10.3 | 10.6 | · | 14.6 |
Efficiency
| Metric | Trend | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | 0.3 | 0.3 | 0.3 | · | · | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.4 | |
| Inventory Turnover | · | · | · | 1.5 | 1.5 | 1.4 | · | · | 1.6 | 1.3 | · | 1.4 | 1.3 | 1.1 | · | 1.4 | |
| Receivables Turnover | · | · | · | 1.6 | 1.7 | 1.6 | · | · | 1.7 | 1.6 | · | 1.6 | 1.6 | 1.5 | · | 1.8 |
Per Share
| Metric | Trend | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $11.09 | $9.76 | · | $10.42 | $10.55 | $9.62 | · | · | $9.69 | $8.59 | · | $8.13 | $8.13 | $6.46 | · | $7.38 | |
| Cash Flow / Share | · | $0.42 | · | · | · | $0.39 | · | · | · | $0.39 | · | · | · | $0.49 | · | · | |
| EPS (TTM) | $2.43 | $2.36 | · | · | · | · | · | $2.13 | $2.09 | $2.14 | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | Q3 2027 | Q2 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $7.70B | $7.65B | · | · | · | · | · | $7.18B | $6.97B | $6.87B | · | $6.64B | $6.63B | $6.63B | · | $6.52B | |
| Net Income TTM | $459M | $449M | · | · | · | · | · | $410M | $389M | $380M | · | $362M | $361M | $366M | · | $360M | |
| P/E | 18.1 | 20.8 | · | · | · | · | · | 21.2 | 25.6 | 26.8 | · | · | · | · | · | · | |
| Earnings Yield | 5.5% | 4.8% | · | · | · | · | · | 4.7% | 3.9% | 3.7% | · | · | · | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-02-01 | 2025-02-02 | 2024-01-28 | 2023-01-29 | 2022-01-30 |
|---|---|---|---|---|---|
| Revenue | $7.65B | $7.44B | $6.70B | $6.65B | $5.00B |
| Gross Margin % | 26.9% | 26.6% | 27.1% | 27.0% | 25.6% |
| Operating Margin % | 9.4% | 9.7% | 11.0% | 11.7% | 8.5% |
| Net Income | $441M | $411M | $371M | $366M | $166M |
| Diluted EPS | $2.31 | $2.13 | $2.15 | $2.13 | $0.55 |
| Metric | 2026-02-01 | 2025-02-02 | 2024-01-28 | 2023-01-29 | 2022-01-30 |
|---|---|---|---|---|---|
| Debt / Equity | 1.1 | 1.3 | 1.3 | 0.8 | 1.1 |
| Current Ratio | 2.6 | 2.3 | 2.3 | 3.0 | 2.1 |
| Quick Ratio | 1.4 | 1.1 | 1.1 | 1.4 | 0.9 |
| Metric | 2026-02-01 | 2025-02-02 | 2024-01-28 | 2023-01-29 | 2022-01-30 |
|---|---|---|---|---|---|
| Free Cash Flow | $604M | $586M | $1.03B | $376M | $-51M |
Institutional owners (13F) 488 filers · $10.3B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
488
Value held
$10.3B
New positions
64
Exited positions
74
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 64 (-31 vs prior Q) | 74 (+32 vs prior Q) | 162 (+4 vs prior Q) | 171 (+15 vs prior Q) | +3.5M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $914,579,338 | 17,598,217 | 8.91% | Shares |
| BlackRock, Inc. | $885,758,446 | 18,357,688 | 8.63% | Shares |
| Capital World Investors | $553,574,807 | 11,473,053 | 5.39% | Shares |
| FMR LLC | $432,278,184 | 8,959,133 | 4.21% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $410,974,104 | 8,517,598 | 4.00% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $398,145,538 | 8,251,721 | 3.88% | Shares |
| FIRST TRUST ADVISORS LP | $301,507,084 | 6,248,855 | 2.94% | Shares |
| MORGAN STANLEY | $291,441,738 | 6,040,241 | 2.84% | Shares |
| STATE STREET CORP | $285,063,557 | 5,908,053 | 2.78% | Shares |
| Select Equity Group, L.P. | $281,792,497 | 5,840,259 | 2.75% | Shares |
| ROYAL LONDON ASSET MANAGEMENT LTD | $264,828,473 | 5,488,673 | 2.58% | Shares |
| Pictet Asset Management Holding SA | $239,455,636 | 4,962,910 | 2.33% | Shares |
| D. E. Shaw & Co., Inc. | $220,905,292 | 4,578,348 | 2.15% | Shares |
| Impax Asset Management Group plc | $202,824,569 | 4,203,618 | 1.98% | Shares |
| Amundi | $185,582,767 | 3,846,527 | 1.81% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $172,630,298 | 3,576,939 | 1.68% | Shares |
| JANUS HENDERSON GROUP PLC | $166,867,185 | 3,377,281 | 1.63% | Shares |
| Point72 Asset Management, L.P. | $148,564,790 | 3,079,063 | 1.45% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $135,351,304 | 2,805,308 | 1.32% | Shares |
| Camrose Capital Investment Partners LLP | $120,828,181 | 2,504,211 | 1.18% | Shares |
| NORDEA INVESTMENT MANAGEMENT AB | $118,684,100 | 2,488,658 | 1.16% | Shares |
| NORGES BANK | $115,782,871 | 2,399,645 | 1.13% | Shares |
| Findlay Park Partners LLP | $115,599,956 | 2,395,854 | 1.13% | Shares |
| NEUBERGER BERMAN GROUP LLC | $113,982,857 | 2,362,339 | 1.11% | Shares |
| FIDUCIARY MANAGEMENT INC /WI/ | $111,389,419 | 2,308,589 | 1.09% | Shares |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | $103,737,500 | 2,150,000 | 1.01% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $99,785,247 | 2,068,088 | 0.97% | Shares |
| Invesco Ltd. | $96,898,353 | 2,008,256 | 0.94% | Shares |
| Forest Avenue Capital Management LP | $86,538,353 | 1,793,541 | 0.84% | Shares |
| Liontrust Investment Partners LLP | $81,428,389 | 1,687,635 | 0.79% | Shares |
| ALLIANCEBERNSTEIN L.P. | $80,913,989 | 1,637,935 | 0.79% | Shares |
| NORTHERN TRUST CORP | $71,767,437 | 1,487,408 | 0.70% | Shares |
| JPMORGAN CHASE & CO | $68,825,472 | 1,426,181 | 0.67% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $67,960,125 | 1,408,500 | 0.66% | Shares |
| FERNBRIDGE CAPITAL MANAGEMENT LP | $64,899,193 | 1,345,061 | 0.63% | Shares |
| UBS Group AG | $62,394,054 | 1,293,141 | 0.61% | Shares |
| SAMLYN CAPITAL, LLC | $61,888,731 | 1,282,668 | 0.60% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $57,484,471 | 1,191,388 | 0.56% | Shares |
| ACK Asset Management LLC | $52,592,500 | 1,090,000 | 0.51% | Shares |
| JANE STREET GROUP, LLC | $50,355,582 | 1,043,639 | 0.49% | Shares |
| Bank of New York Mellon Corp | $49,658,260 | 1,029,187 | 0.48% | Shares |
| Hill City Capital, LP | $49,632,363 | 1,028,650 | 0.48% | Shares |
| CDAM (UK) Ltd | $49,107,499 | 1,017,772 | 0.48% | Shares |
| CITADEL ADVISORS LLC | $47,560,798 | 985,716 | 0.46% | Shares |
| Zimmer Partners, LP | $45,034,475 | 933,357 | 0.44% | Shares |
| GOLDMAN SACHS GROUP INC | $43,558,978 | 902,777 | 0.42% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $41,599,027 | 862,156 | 0.41% | Shares |
| Bornite Capital Management LP | $36,621,750 | 759,000 | 0.36% | Shares |
| Robeco Schweiz AG | $34,343,578 | 711,784 | 0.33% | Shares |
| Legal & General Group Plc | $32,693,720 | 677,590 | 0.32% | Shares |
Company insiders 21 insiders · 11 officers · 12 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Mark R Witkowski | Chief Executive Officer | March 12, 2026 A | 51,119 | 0 | 0 | $0 |
| Robyn L Bradbury | Chief Financial Officer | April 17, 2026 C | 12,500 | 0 | 2 | $-262,718 |
| Michael G. Huebert | President | July 22, 2026 F | 24,036 | 0 | 0 | $0 |
| Bradford A Cowles | President | March 12, 2026 A | 25,491 | 0 | 0 | $0 |
| Carla D Harper | Senior VP, Human Resources | Aug. 4, 2026 F | 13,064 | 0 | 0 | $0 |
| John Weldon Stephens | Chief Accounting Officer | March 12, 2026 A | 17,374 | 0 | 0 | $0 |
| Jeffrey D Giles | EVP, Corporate Development | March 12, 2026 A | 9,681 | 0 | 0 | $0 |
| Mark G Whittenburg | General Counsel and Secretary | March 11, 2026 F | 8,525 | 0 | 0 | $0 |
| Stephen O Leclair | Executive Chair | March 10, 2026 F | 66,136 | 0 | 0 | $0 |
| Laura K Schneider | Chief Human Resources Officer | June 3, 2025 F | 12,873 | 0 | 0 | $0 |
| John R Schaller | Executive Vice President | May 28, 2025 M | 19,689 | 0 | 0 | $0 |
| James D Hope | Director | July 6, 2026 P | 11,805 | 2 | 0 | $195,083 |
| Orvin T Kimbrough | Director | June 23, 2026 A | 16,757 | 0 | 0 | $0 |
| James G Castellano | Director | June 23, 2026 A | 7,437 | 0 | 0 | $0 |
| Dennis G Gipson | Director | June 23, 2026 A | 16,757 | 0 | 0 | $0 |
| Bhavani Amirthalingam | Director | June 23, 2026 A | 17,955 | 0 | 0 | $0 |
| Robert M Buck | Director | June 23, 2026 A | 15,849 | 0 | 0 | $0 |
| Susan M Hardwick | Director | June 23, 2026 A | 3,379 | 0 | 0 | $0 |
| Margaret Newman | Director | June 23, 2026 A | 16,757 | 0 | 0 | $0 |
| Kathleen M Mazzarella | Director | June 23, 2026 A | 16,757 | 0 | 0 | $0 |
| Nathan K Sleeper | Director | Jan. 10, 2024 G | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 72 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| PHO · Invesco Exchange-Traded Fund Trust | 2.38% | 1,085,332 SH | Oct. 1, 2026 | Daily |
| EFRA · iShares Trust | 2.09% | 2,845 SH | Sept. 11, 2026 | Daily |
| CGW · Invesco Exchange-Traded Fund Trust … | 2.06% | 500,952 SH | Oct. 1, 2026 | Daily |
| SMLL · Harbor ETF Trust | 1.04% | 3,296 NS | July 31, 2026 | N-PORT |
| PBD · Invesco Exchange-Traded Fund Trust … | 0.90% | 24,894 SH | Oct. 1, 2026 | Daily |
| NUSC · Nushares ETF Trust | 0.54% | 158,317 NS | July 31, 2026 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 0.41% | 68,893 NS | July 31, 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0.37% | 127,443 NS | July 31, 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.32% | 96,184 SH | Oct. 1, 2026 | Daily |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.29% | 90,485 SH | Aug. 19, 2026 | Daily |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.26% | 25,872 SH | Oct. 1, 2026 | Daily |
| VBK · VANGUARD INDEX FUNDS | 0.25% | 2,492,892 SH | Aug. 19, 2026 | Daily |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.25% | 304,155 SH | Aug. 19, 2026 | Daily |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.24% | 25,820 NS | July 31, 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0.23% | 20,714 NS | July 31, 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.21% | 81,683 SH | Aug. 19, 2026 | Daily |
| SMDX · Tidal Trust III | 0.18% | 5,269 NS | July 31, 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.18% | 18,463 NS | July 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.18% | 2,763 NS | July 31, 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0.16% | 15,372 SH | Aug. 19, 2026 | Daily |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.16% | 72,372 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.15% | 83,938 NS | July 31, 2026 | N-PORT |
| LRGF · iShares Trust | 0.15% | 132,454 SH | Sept. 11, 2026 | Daily |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.14% | 42,695 NS | July 31, 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0.14% | 77,027 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.13% | 31,412 SH | Sept. 11, 2026 | Daily |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.13% | 6,715 NS | July 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.13% | 88,190 SH | Sept. 11, 2026 | Daily |
| VIS · VANGUARD WORLD FUND | 0.12% | 228,290 SH | Aug. 19, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.12% | 61,773 NS | July 31, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.11% | 4,315,571 SH | Aug. 19, 2026 | Daily |
| BKMC · BNY Mellon ETF Trust | 0.11% | 15,801 NS | July 31, 2026 | N-PORT |
| SMMD · iShares Trust | 0.11% | 100,249 SH | Sept. 11, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.10% | 364,607 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.10% | 2,159,458 SH | Aug. 19, 2026 | Daily |
| IYJ · iShares Trust | 0.10% | 44,621 SH | Sept. 11, 2026 | Daily |
| IWS · iShares Trust | 0.07% | 278,329 SH | Sept. 11, 2026 | Daily |
| WSML · iShares Trust | 0.07% | 11,624 SH | Sept. 11, 2026 | Daily |
| RECS · Columbia ETF Trust I | 0.07% | 88,107 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.06% | 766,901 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.05% | 5,678 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.04% | 8,585 SH | Oct. 1, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.04% | 22,032 NS | July 31, 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.04% | 1,484 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.04% | 27,158 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.03% | 375,956 NS | July 31, 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 113,197 SH | Aug. 19, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.03% | 89,168 NS | July 31, 2026 | N-PORT |
| IWD · iShares Trust | 0.02% | 415,858 SH | Sept. 11, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.02% | 42,359 SH | Aug. 19, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.02% | 44,600 NS | July 31, 2026 | N-PORT |
| IUSV · iShares Trust | 0.01% | 92,621 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 60,866 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.01% | 27,422 SH | Oct. 1, 2026 | Daily |
| IYY · iShares Trust | 0.01% | 8,237 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.01% | 128,675 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 52,907 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 243,831 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 5,979,615 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 164,471 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 30,817 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 15,759 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.01% | 4,898 NS | July 31, 2026 | N-PORT |
| IUSG · iShares Trust | 0.01% | 74,856 SH | Sept. 11, 2026 | Daily |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.01% | 6,396 SH | Oct. 1, 2026 | Daily |
| IJH · iShares Trust | · | 6,602,155 SH | Sept. 11, 2026 | Daily |
| IJK · iShares Trust | · | 478,776 SH | Sept. 11, 2026 | Daily |
| IJJ · iShares Trust | · | 537,269 SH | Aug. 21, 2026 | Daily |
| XJH · iShares Trust | · | 25,702 SH | Sept. 8, 2026 | Daily |
| ISCB · iShares Trust | · | 7,379 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 14,458 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 312,216 SH | Sept. 11, 2026 | Daily |
CNM Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 19 analysts
BUY
Median target
$56.00
+35.4%
3 15.8%
Strong Buy
8 42.1%
Buy
7 36.8%
Hold
1 5.3%
Sell
0 0.0%
Strong Sell
12-Month Price Target
14 analysts · 2026-09-30Mean target $55.14 +33.4%
Now
Current price $41.35
Low$40.00
Mean$55.14
High$75.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| CNM | · | 23.1 | 2.8% | 5.8% | 23.9% | 26.9% |
| SUNB | $31.40B | 24.3 | 3.4% | 11.9% | 17.7% | 38.5% |
| WCC | $11.90B | 18.7 | 7.8% | 2.7% | 12.8% | · |
| AIT | $12.44B | 30.9 | 8.8% | 8.3% | 22.4% | 30.3% |
| WSO | $13.14B | 27.5 | -5.0% | 6.9% | 18.3% | 28.1% |
| QXO | $13.01B | -30.6 | 11925.0% | -4.1% | -2.9% | 23.0% |
| MSM | · | 25.3 | -1.4% | 5.3% | 14.3% | 40.8% |
| GATX | $6.00B | 18.6 | 9.8% | 19.1% | 12.8% | · |
| RUSHA | · | 16.5 | -4.8% | 3.5% | 12.1% | 19.7% |
| XMTR | · | -40.2 | 25.9% | -9.0% | -20.9% | 39.1% |
| URI | $51.06B | 21.0 | 4.9% | 15.5% | 28.4% | 38.2% |
Latest News Recent headlines mentioning this company
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
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Source: SEC 10-Q filed Sep 9, 2026