COMPARE · Data as of August 21, 2026
CNM vs DXPE
Verdict: Side-by-side breakdown using the Bull Rankings model. CNM scored 61.3, DXPE scored 67.0 — DXPE leads.
Compare another set
CNM
Core & Main, Inc.
61.3
$44.88 · $8.7B
fundamentals as of
Score gap
5.7
DXPE leads
DXPE
DXP Enterprises, Inc.
67
$190.28 · $3.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestCNM19.0x
- Fastest growthDXPE+11.5%
- Strongest balance sheetCNM1.16
- Highest qualityCNM69 / 100
- Largest discount to fair valueCNM-24%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
CNM
stronger →← stronger
DXPE
69
Qualityreturns · margins · balance sheet
59
48
Growthrevenue & earnings expansion
86
70
Valuevaluation vs sector peers
59
CNM is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CNM
DXPE
$608mC+
FCF
$119mC
+0.5%C
Rev
+11.5%B
1.16C+
D/E
1.66C
19.0xA-
P/E
32.9xC+
1.26B
PEG
0.55A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
CNM
DXPE
24% below
Price vs fair valuelower is cheaper
22% above
~1%/yr
Growth the price implies10-yr FCF · lower = less priced in
~16%/yr
+19%
1-yr DCF upside
-32%
+31%
5-yr DCF upside
-18%
+52%
10-yr DCF upside
+9%
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
DXPE
No notable signals flagged.
The companies
CNMCore & Main, Inc.
Why now
Industrial Distribution · market cap $8.7b. Down 33% 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 $60.40 (implying +35% 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 33% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
DXPEDXP Enterprises, Inc.
Why now
Industrial Distribution · market cap $3.0b. 9% off the 52-week high of $208.00. Revenue growing +11%, comfortably above the S&P median. PEG 0.55 — paying under fair value for the growth rate.
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 127% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 33x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 4.4% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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.
Where CNM and DXPE diverge
On the headline score the gap is 5.7 points in favor of DXPE. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthCNM 47.8 · DXPE 85.8DXPE +38.0
- ValueCNM 69.8 · DXPE 59.4CNM +10.4
- QualityCNM 69.1 · DXPE 59.1CNM +10.0
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.