CNM — Core & Main Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Core & Main Inc

Core & Main, Inc. engages in the distribution of water, wastewater, storm drainage, and fire protection products and related services in the United States. The company's products portfolio include pipes, valves, hydrants, fittings, and other products and services used for service, repair and replacement of underground water infrastructure; storm drainage products, such as corrugated HDPE and metal piping systems, retention basins, inline drains, … Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$49.19
Market Cap$9.10B
Float187.7M
Shares Outstanding188.1M
P/E (Forward)17.67
P/E (TTM)20.23
Price/Sales (TTM)1.19
vs. Analyst Target+23.0% to analyst PT
Profit Margin5.77%
Operating Margin (TTM)7.46%
Revenue (TTM)$7.65B
Earnings Growth (YoY)9.10%
Dividend RateNone
Analyst Target Price$60.50 (14 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2021 $3.64B $37.0M $878M $338M
2022 $5.00B $166M $1.28B $524M
2023 $6.65B $366M $1.79B $924M
2024 $6.70B $371M $1.82B $894M
2025 $7.44B $411M $1.98B $913M
2026 $7.65B $441M $2.06B $914M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Apr 2025 $1.91B $100M
Jul 2025 $2.09B $134M
Oct 2025 $2.06B $137M
Jan 2026 $1.58B $70.0M

Ownership & Float

Insider Ownership0.5%
Institutional Ownership111.2%
Short Float4.2%
% of All Funds Holding5.37%
Number of Funds Holding441

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$49.22Near-term / short-term trend
Weekly40-Week SMA$52.39Medium-term trend
Weekly80-Week SMA$53.46Cyclical trend (business cycle)
Weekly200-Week SMA$42.53Secular trend (multi-year)
Monthly10-Month SMA$52.75Near-term monthly trend
Monthly20-Month SMA$52.92Medium-term monthly trend
Monthly40-Month SMA$46.08Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$48.00 support 1.16x 4 months ago
$63.00 resistance 1.85x 7 months ago
$45.00 support 1.07x 17 months ago

Historical Earnings Reactions (20 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.41% 0.32% 65.00% 2.45% -4.77%
1 Day 0.14% -0.03% 45.00% 7.06% -5.02%
1 Week -1.00% -0.20% 47.37% 6.69% -9.32%
2 Weeks 1.19% 0.38% 57.89% 13.74% -9.95%
1 Month 2.26% 0.29% 57.89% 21.73% -13.22%

Next earnings: June 9, 2026 (11 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.05% 48.2% 226
Tuesday 0.23% 55.2% 252
Wednesday 0.14% 51.8% 249
Thursday 0.08% 51.7% 242
Friday 0.12% 52.0% 246

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 111.2%

Insider Transactions — Smart Summary

Total insider ownership: 0.5%

12-Month Insider Activity Summary

Total Filings12
Net Value-$25.4M
Net Shares Change-7,396
% of Float-0.0%
C-Suite Filings9
Clusters Detected2

Key Insiders

NameTitleNet ValueFilingsActivity
Witkowski Mark R Chief Executive Officer -$12.5M 2 N/A
LeClair Stephen O Executive Chair -$5.2M 1 1 sell
Whittenburg Mark G General Counsel and Secretary -$3.0M 1 N/A
Castellano James G -$2.7M 1 N/A
Schneider Laura K Chief Human Resources Officer -$2.6M 1 N/A
Bradbury Robyn L Chief Financial Officer -$1.8M 2 N/A
Kimbrough Orvin T -$1.5M 1 N/A
Hope James D +$99,970.54 1 1 buy

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-05-30 – 2025-06-10 3 3 -$5.6M 3 C-suite
2025-07-21 – 2025-07-23 4 4 -$10.7M 2 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-04-09 Hope James D +$99,970.54 Transaction at $50.70, now -3.0%
2025-07-08 LeClair Stephen O Executive Chair -$5.2M Transaction at $41.48, now +18.6%
2025-08-20 Witkowski Mark R Chief Executive Officer -$6.4M Transaction at $64.08, now -23.2%
2025-07-21 Witkowski Mark R Chief Executive Officer -$6.1M Transaction at $61.26, now -19.7%
2025-07-21 Castellano James G -$2.7M Transaction at $61.98, now -20.6%
2025-07-21 Kimbrough Orvin T -$1.5M Transaction at $61.77, now -20.4%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Core & Main Inc (CNM) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for CNM on Trend Edge →