Core & Main, Inc. (CNM) vs Watsco, Inc. (WSO.B)
Core & Main, Inc. and Watsco, Inc. are both Industrial Distribution companies. Watsco, Inc. is the larger, with a market value of $16.0B against $7.9B — 2.0× the size. Core & Main, Inc. trades at the lower P/E: 17.5× against 28.3×. Core & Main, Inc. grew revenue faster over the last twelve months: −0.54% against −2.98%. Watsco, Inc. has the higher net margin (6.54% vs 5.96%) and the higher return on invested capital (14.2% vs 10.9%). Across the 22 metrics below, Core & Main, Inc. leads on 13 and Watsco, Inc. on 9.
Valuation
Profitability
| Metric | CNM | WSO.B | Industrial Distribution median |
|---|---|---|---|
| Gross margin | 27.05% | 27.51% | 30.34% |
| Operating margin | 9.64% | 9.40% | 8.06% |
| Net margin | 5.96% | 6.54% | 4.95% |
| Free cash flow margin | 8.16% | 9.57% | 4.67% |
| Return on equity | 22.58% | 14.23% | 14.29% |
| Return on assets | 7.05% | 9.71% | 5.30% |
| Return on invested capital | 10.93% | 14.18% | 8.13% |
Growth
Health
Dividend
Size
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