COMPARE · Data as of August 21, 2026
CNM vs SITE
Verdict: Side-by-side breakdown using the Bull Rankings model. CNM scored 61.3, SITE scored 64.7 — SITE leads.
Compare another set
CNM
Core & Main, Inc.
61.3
$44.88 · $8.7B
fundamentals as of
Score gap
3.4
SITE leads
SITE
SiteOne Landscape Supply, Inc.
64.7
$95.94 · $4.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestCNM19.0x
- Fastest growthSITE+3.6%
- Strongest balance sheetSITE0.67
- 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
SITE
69
Qualityreturns · margins · balance sheet
56
48
Growthrevenue & earnings expansion
63
70
Valuevaluation vs sector peers
76
SITE is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CNM
SITE
$608mC+
FCF
$250mC
+0.5%C
Rev
+3.6%C+
1.16C+
D/E
0.67B
19.0xA-
P/E
26.3xB
1.26B
PEG
1.21B
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
SITE
24% below
Price vs fair valuelower is cheaper
3% below
~1%/yr
Growth the price implies10-yr FCF · lower = less priced in
~12%/yr
+19%
1-yr DCF upside
-18%
+31%
5-yr DCF upside
+3%
+52%
10-yr DCF upside
+42%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
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
SITE
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.
SITESiteOne Landscape Supply, Inc.
Why now
Industrial Distribution · market cap $4.2b. Down 43% from 52-week high of $168.56 — deep drawdown territory. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $127.08 (implying +32% upside).
Moat
ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 154% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 43% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 3.4% 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 SITE diverge
On the headline score the gap is 3.4 points in favor of SITE. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthCNM 47.8 · SITE 63.4SITE +15.6
- QualityCNM 69.1 · SITE 56.4CNM +12.7
- ValueCNM 69.8 · SITE 75.9SITE +6.1
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.