Core & Main, Inc. (CNM) vs Pool Corporation (POOL)

Core & Main, Inc. and Pool Corporation are both Industrial Distribution companies. Core & Main, Inc. is the larger, with a market value of $7.9B against $5.9B — 1.3× the size. Pool Corporation trades at the lower P/E: 15.1× against 17.5×. Pool Corporation grew revenue faster over the last twelve months: 2.23% against −0.54%. Pool Corporation has the higher net margin (7.37% vs 5.96%) and the higher return on invested capital (14.1% vs 10.9%). Across the 22 metrics below, Pool Corporation leads on 12 and Core & Main, Inc. on 10.

Valuation

Metric CNM POOL Industrial Distribution median
P/E 17.55 15.13 28.81
P/S 1.03 1.10 1.10
P/B 3.78 4.72 3.59
Price to free cash flow 12.67 19.76 22.50
EV/EBITDA 10.80 11.44 15.13
EV/Sales 1.31 1.35 1.31
Earnings yield 5.70% 6.61% 3.16%
Free cash flow yield 7.89% 5.06% 3.85%

Profitability

Metric CNM POOL Industrial Distribution median
Gross margin 27.05% 29.58% 30.34%
Operating margin 9.64% 10.76% 8.06%
Net margin 5.96% 7.37% 4.95%
Free cash flow margin 8.16% 5.58% 4.67%
Return on equity 22.58% 31.08% 14.29%
Return on assets 7.05% 10.70% 5.30%
Return on invested capital 10.93% 14.10% 8.13%

Growth

Metric CNM POOL Industrial Distribution median
Revenue growth (TTM) (0.54%) 2.23% 7.80%
EPS growth (last fiscal year) 8.45% (3.98%) —
Revenue growth, 5-year CAGR 15.99% 6.09% 9.01%
Net income growth, 5-year CAGR 64.15% 1.98% 0.99%

Health

Metric CNM POOL Industrial Distribution median
Debt to equity 1.16 1.06 0.53
Current ratio 2.47 2.67 2.47
Net debt to EBITDA 2.11 1.73 1.17

Dividend

Metric CNM POOL Industrial Distribution median
Dividend yield — 1.10% 1.54%
Payout ratio 0.00 0.27 0.00

Size

Metric CNM POOL Industrial Distribution median
Market cap 7.93b 5.88b 5.60b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack