Core & Main vs Ryerson
CNM and RYZ side by side, both in wholesale trade-durable goods. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CNM and RYZ compare
Core & Main is the larger company, worth 5.7 times as much as Ryerson ($8.6B against $1.5B).
Ryerson grew revenue faster over the last twelve months (53.2% versus −0.54% for Core & Main).
Core & Main keeps more of each dollar of sales as profit, with a net margin of 6.0% compared with 0.21% at Ryerson.
Ryerson pays a dividend yielding 1.9%; Core & Main does not pay one.
Core & Main scores higher on the StockData Score (15 against 8 for Ryerson), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CNM | RYZ |
|---|---|---|
| Size and price | ||
| Market cap | $8.6B | $1.5B |
| Share price | $45.00 | $29.13 |
| Change, 1 year | −8.4% | 41.5% |
| Change, 5 years | 51.9% | 10.6% |
| Beta (5Y) | 1.19 | 1.37 |
| Employees | 5,600 | 850 |
| StockData Score | ||
| Total score | 15 (better) | 8 |
| Valuation score | 4 (better) | 2 |
| Growth score | 1 | 1 |
| Performance score | 6 (better) | 0 |
| Health score | 4 (better) | 3 |
| Dividend score | 0 | 2 (better) |
| Valuation | ||
| P/E | 18.6× | – |
| P/S | 1.1× | 0.2× (better) |
| P/B | 4.2× | 1.1× (better) |
| EV/EBITDA | 11.6× | 8.4× (better) |
| P/FCF | 13.7× | – |
| PEG | 6.78 | – |
| FCF yield | 7.3% (better) | −12.1% |
| Fair value | $46.84 | $30.79 |
| Margin of safety | 3.9% | 5.4% (better) |
| Growth | ||
| Revenue growth (TTM) | −0.54% | 53.2% (better) |
| Revenue growth, 5Y average | 16.0% (better) | 5.7% |
| Net income growth (TTM) | 6.5% | – |
| EPS growth (TTM) | 8.5% | – |
| Profitability | ||
| Gross margin | 27.0% (better) | 17.3% |
| Operating margin | 9.6% (better) | 1.0% |
| Net margin | 6.0% (better) | 0.21% |
| FCF margin | 8.2% (better) | −2.7% |
| Return on equity | 23.4% (better) | 1.3% |
| Return on invested capital | 13.7% (better) | 4.7% |
| Financial health | ||
| Debt / equity | 1.21 | 0.00 (better) |
| Net debt / EBITDA | 2.30 (better) | −0.22 |
| Interest coverage | 6.3× | – |
| Current ratio | 2.47 (better) | 2.16 |
| Altman Z-score | 3.11 (better) | 2.74 |
| Piotroski F-score | 7 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | – | 1.9% |
| Payout ratio | – | 250% |
| Years of dividend growth | – | 0 |
| Buyback yield | 4.3% | – |
| Shareholder yield | 4.3% (better) | 1.9% |
| Ownership | ||
| Held by institutions | 105% | 94.9% |
| Held by insiders | 2.7% | 6.3% |
| Insider net buying, 12 months | −$67.6K (better) | −$3.2M |
| Short interest, % of float | 6.2% | 3.7% |
Go deeper
- CNM stock overview
- CNM income statement
- CNM valuation and score
- RYZ stock overview
- RYZ income statement
- RYZ valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.