COMPARE · Reviewed August 7, 2026
CNM vs GIC
Verdict: Side-by-side breakdown using the Bull Rankings model. CNM scored 67.6, GIC scored 60.6 — CNM leads.
Compare another set
CNM
Core & Main, Inc.
67.6
$46.55 · $9.0B
fundamentals as of
Score gap
7.0
CNM leads
GIC
Global Industrial Company
60.6
$39.13 · $1.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
CNM
stronger →← stronger
GIC
69
Qualityreturns · margins · balance sheet
83
63
Growthrevenue & earnings expansion
48
71
Valuevaluation vs sector peers
56
CNM is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CNM
GIC
$608mC+
FCF
$87mC-
+0.5%C
Rev
+8.4%B
1.16C+
D/E
0.29A-
19.7xB+
P/E
17.7xA-
1.26B
PEG
1.21B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CNM
GIC
20% below
Price vs fair valuelower is cheaper
31% below
~2%/yr
Growth the price implies10-yr FCF · lower = less priced in
~1%/yr
+14%
1-yr DCF upside
+21%
+24%
5-yr DCF upside
+44%
+42%
10-yr DCF upside
+86%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CNM
Why this score
- Durable high returns
GIC
Why this score
- Raising its dividend
- Durable high returns
The companies
CNMCore & Main, Inc.
Why now
Industrial Distribution · market cap $9.0b. Down 31% from 52-week high of $67.18 — deep drawdown territory. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $60.27 (implying +29% upside).
Moat
ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 129% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 31% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
GICGlobal Industrial Company
Why now
Industrial Distribution · market cap $1.5b. Trading near 52-week high of $39.92 — momentum setup, limited technical margin of safety.
Moat
ROE 25% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 100% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trading within 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.