Core & Main (CNM) Competitors

Ferguson (NASDAQ:FERG) and Core & Main (NYSE:CNM) are both large-cap industrials companies, but which is the better business? We will contrast the two companies based on the strength of their media sentiment, risk, profitability, earnings, dividends, analyst recommendations, valuation and institutional ownership.

Do institutionals and insiders believe in FERG or CNM?

82.0% of Ferguson shares are owned by institutional investors. Comparatively, 94.2% of Core & Main shares are owned by institutional investors. 0.2% of Ferguson shares are owned by insiders. Comparatively, 3.5% of Core & Main shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Which has preferable valuation & earnings, FERG or CNM?

Ferguson has higher revenue and earnings than Core & Main. Ferguson is trading at a lower price-to-earnings ratio than Core & Main, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Ferguson	$30.21B	1.46	$1.74B	$8.02	27.82
Core & Main	$7.44B	1.65	$411M	$2.15	28.99

Does the media refer more to FERG or CNM?

In the previous week, Ferguson had 24 more articles in the media than Core & Main. MarketBeat recorded 33 mentions for Ferguson and 9 mentions for Core & Main. Core & Main's average media sentiment score of 1.24 beat Ferguson's score of 0.51 indicating that Core & Main is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Ferguson	16 Very Positive mention(s)	5 Positive mention(s)	7 Neutral mention(s)	2 Negative mention(s)	3 Very Negative mention(s)	Positive
Core & Main	7 Very Positive mention(s)	1 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has more volatility and risk, FERG or CNM?

Ferguson has a beta of 1.17, suggesting that its stock price is 17% more volatile than the S&P 500. Comparatively, Core & Main has a beta of 1.04, suggesting that its stock price is 4% more volatile than the S&P 500.

Is FERG or CNM more profitable?

Ferguson has a net margin of 5.68% compared to Core & Main's net margin of 5.47%. Ferguson's return on equity of 34.63% beat Core & Main's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Ferguson	5.68%	34.63%	11.73%
Core & Main	5.47%	23.55%	6.80%

Do analysts rate FERG or CNM?

Ferguson currently has a consensus price target of $221.27, indicating a potential downside of 0.85%. Core & Main has a consensus price target of $59.55, indicating a potential downside of 4.47%. Given Ferguson's stronger consensus rating and higher probable upside, equities research analysts clearly believe Ferguson is more favorable than Core & Main.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Ferguson	0 Sell rating(s)	6 Hold rating(s)	11 Buy rating(s)	0 Strong Buy rating(s)	2.65
Core & Main	1 Sell rating(s)	3 Hold rating(s)	7 Buy rating(s)	0 Strong Buy rating(s)	2.55

Summary

Ferguson beats Core & Main on 11 of the 16 factors compared between the two stocks.