What is the 13F Pro Quality Score for CNM?

13F Pro ranks Core & Main, Inc. (CNM) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CNM's current score at https://13fpro.ai/research/CNM (free sign-up required for the full ranking).

Which hedge funds own the most CNM stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of CNM include BlackRock,, Capital World Investors, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/CNM as soon as new 13F filings post.

Where does 13F Pro source CNM data?

All Core & Main, Inc. fundamentals and ownership data come directly from SEC EDGAR. Core & Main, Inc. files with the SEC under CIK 1856525. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CNM in?

Core & Main, Inc. (CNM) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

How often is CNM research updated on 13F Pro?

CNM's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Core & Main, Inc.(CNM)Stock Analysis

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13F Pro Quality Score

63.4/100

Rank #687 of 2,879 stocksTOP 25%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

56.3/100

Profitability

57.6/100

Balance Sheet

81.4/100

Earnings Quality

53.8/100

Free Cash Flow

51.6/100

Institutional Flow

22.3/100

Revenue Scale

84.2/100

Dilution Risk

85.0/100

CNM Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Core & Main, Inc. (CNM), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores CNM at 63.4/100 on a 32-signal composite quality model, placing it at rank #687 of 2,879 stocks — the top 25% of the AI-ranked universe. CNM scores in the top quartile across revenue scale (84.2), balance sheet strength (81.4). Areas of concern include institutional flow (22.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2027), Core & Main, Inc. reports quarterly revenue of $1.9B, net income of $108.0M, an operating margin of 9.3%. Top institutional holders of CNM by reported 13-F value include BlackRock,, Capital World Investors, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. CNM trades on the NYSE exchange and files with the SEC under CIK 1856525. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CNM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Core & Main, Inc. directly from SEC EDGAR. Core & Main, Inc.'s 13F Pro composite quality score has ranged between 8 and 71 since 2022, currently 63.4 — an improving long-term trajectory across 52 quarterly and live scoring snapshots.

Revenue

Q1 2027

$1.9B

Net Income

Q1 2027

$108.0M

Free Cash Flow

Q1 2027

$68.0M

Operating Margin

Q1 2027

9.3%

D/E Ratio

Q1 2027

1.05

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+14.1% YoY

$7.65BFY 2026

FY22 $5.00BFY23 $6.65BFY24 $6.70BFY26 $7.65B

Net Income

+18.9% YoY

$441.0MFY 2026

FY22 $166.0MFY23 $581.0MFY24 $371.0MFY26 $441.0M

Operating Income

-2.4% YoY

$722.0MFY 2026

FY22 $425.0MFY23 $775.0MFY24 $740.0MFY26 $722.0M

EPS (Diluted)

+7.4% YoY

$2.31FY 2026

FY22 $0.55FY23 $2.13FY24 $2.15FY26 $2.31

Total Assets

+20.0% YoY

$6.08BFY 2026

FY22 $4.43BFY23 $4.91BFY24 $5.07BFY26 $6.08B

Total Debt

+14.4% YoY

$2.15BFY 2026

FY22 $1.47BFY23 $1.46BFY24 $1.88BFY26 $2.15B

Op. Cash Flow

-39.2% YoY

$650.0MFY 2026

FY22 $-31.0MFY23 $401.0MFY24 $1.07BFY26 $650.0M

Metric	FY 2026	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$7.65B +14.1%	$6.70B +0.8%	$6.65B +32.9%	$5.00B +37.4%	$3.64B +7.5%	$3.39B
Net Income	$441.0M +18.9%	$371.0M -36.1%	$581.0M +250.0%	$166.0M +348.6%	$37.0M +2.8%	$36.0M
Operating Income	$722.0M -2.4%	$740.0M -4.5%	$775.0M +82.4%	$425.0M +129.7%	$185.0M +19.4%	$155.0M
EPS (Diluted)	$2.31 +7.4%	$2.15 +0.9%	$2.13 +287.3%	$0.55	—	—
Total Assets	$6.08B +20.0%	$5.07B +3.3%	$4.91B +10.7%	$4.43B +13.0%	$3.92B	—
Total Debt	$2.15B +14.4%	$1.88B +28.7%	$1.46B -0.8%	$1.47B -35.0%	$2.26B	—
Operating Cash Flow	$650.0M -39.2%	$1.07B +166.6%	$401.0M +1393.5%	$-31.0M -114.5%	$214.0M +10.3%	$194.0M

AI Insight: CNM Financial Trends

Revenue volatility and operating margin compression in Q1 2026 signal operational strain despite sustained debt reduction.

• Operating margin collapsed to 4.1% in Q1 2026 from 10.6% in Q4 2025, recovering only partially to 9.3% in Q2 2026.

• Total debt declined steadily from $2,424M (Q2 2024) to $2,144M (Q2 2026), reducing leverage ratio to 1.05x equity.

• Operating cash flow turned negative $125M in Q1 2026, the first deficit in the eight-quarter period.

⚠ Revenue peaked at $2,385M in Q1 2026 then contracted 20% to $1,910M in Q2 2026 — largest sequential drop on record.

⚠ Operating cash flow remains volatile and unpredictable; Q2 2026 recovery to $82M follows severe Q1 deficit.

AI Insight: CNM Ratio Trends

Operating margin collapsed to 4.1% in Q1 2026 before rebounding to 9.3% in Q2 2026, signaling a severe seasonal trough rather than structural deterioration.

• Leverage improved sharply: D/E fell from 1.54 in Q2 2024 to 1.05 in Q2 2026, a 31% reduction over two years.

• ROIC stabilized around 16.9–21.3% across quarters 2024–2025, but sank to 9.5% in Q1 2026 before recovering to 16.9% in Q2 2026.

⚠ Operating margin crashed 630 bps Q4 2025 to Q1 2026 (10.7% to 4.1%), the steepest quarterly decline in the dataset.

⚠ ROE declined from 31.8% (Q4 2024 peak) to 21.2% in Q2 2026, a 10.6pp erosion despite leverage improvement.

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Available Research

13F Pro tracks comprehensive data for Core & Main, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CNM

BlackRock, Inc.
$948.8M19,206,024 sh
Capital World Investors
$571.6M11,571,392 sh
VANGUARD CAPITAL MANAGEMENT LLC
$418.2M8,465,825 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$386.3M7,819,539 sh
Select Equity Group, L.P.
$358.4M7,254,207 sh
Pictet Asset Management Holding SA
$321.8M6,514,667 sh
FIRST TRUST ADVISORS LP
$302.9M6,130,840 sh
STATE STREET CORP
$285.5M5,779,777 sh
ROYAL LONDON ASSET MANAGEMENT LTD
$284.2M5,752,701 sh
MORGAN STANLEY
$268.5M5,435,680 sh

Fund	Value	Shares
BlackRock, Inc.	$948.8M	19,206,024
Capital World Investors	$571.6M	11,571,392
VANGUARD CAPITAL MANAGEMENT LLC	$418.2M	8,465,825
VANGUARD PORTFOLIO MANAGEMENT LLC	$386.3M	7,819,539
Select Equity Group, L.P.	$358.4M	7,254,207
Pictet Asset Management Holding SA	$321.8M	6,514,667
FIRST TRUST ADVISORS LP	$302.9M	6,130,840
STATE STREET CORP	$285.5M	5,779,777
ROYAL LONDON ASSET MANAGEMENT LTD	$284.2M	5,752,701
MORGAN STANLEY	$268.5M	5,435,680

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Is CNM a good stock to buy?

13F Pro's AI-powered analysis of Core & Main, Inc. (CNM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CNM are available on the CNM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own CNM?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CNM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Core & Main, Inc.'s investment landscape.