Core & Main, Inc.
At today's price, Core & Main, Inc. (CNM) is priced for +3.7% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
At $48.55 the stock prices in roughly 6.7% annual operating-profit growth over five years at about 15x operating income, a pace Core & Main has recently cleared. The stretch is in how long it must persist, not the rate, and the priced-in bet sits within the range of what the business has delivered. The water and wastewater niche is genuinely defensible: the company estimates about 42% of fiscal 2024 net sales went to contractors and municipalities tied to aging-infrastructure repair, an end mar
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456 institutional managers reported holding CNM in 13F filings for the quarter ended 2026-03-31. 75 opened new positions that quarter. Held by BlackRock, Vanguard Group, Capital Group (American Funds), among others. On the short side, 8.7M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (3.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CNM's share count grew 35.5% over the past five years even with $1.76B spent on repurchases. It pays no dividend. Cash returned over the past three years: $1.43B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at CNM over the trailing three years. Absence is a fact about the company, not a signal. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CNM's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-07 | +6.1% | +11.3% |
| 2023-09-07 | -5.7% | +6.5% |
| 2023-12-06 | +3.1% | +13.4% |
| 2024-03-20 | +9.5% | +7.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CNM's latest 8-K filings: 2026-07-02 (items 1.01, 9.01); 2026-06-25 (items 8.01, 9.01); 2026-06-23 (items 5.07, 9.01); 2026-06-22 (items 8.01, 9.01); 2026-06-10 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.