StockData

Core & Main vs SiteOne Landscape Supply

CNM and SITE side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.

How CNM and SITE compare

Core & Main is the larger company, worth 1.7 times as much as SiteOne Landscape Supply ($8.4B against $4.8B).

On earnings, Core & Main is cheaper: it trades at 18.3× trailing earnings, against 30.4× for SiteOne Landscape Supply.

SiteOne Landscape Supply grew revenue faster over the last twelve months (3.3% 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 3.4% at SiteOne Landscape Supply.

Core & Main scores higher on the StockData Score (14 against 13 for SiteOne Landscape Supply), 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.

MetricCNMSITE
Size and price
Market cap$8.4B$4.8B
Share price$44.25$110.87
Change, 1 year−16.7%−16.1%
Change, 5 years63.2%−54.6%
Beta (5Y)1.221.41
Employees5,6008,200
StockData Score
Total score14 (better)13
Valuation score4 (better)2
Growth score13 (better)
Performance score5 (better)2
Health score46 (better)
Dividend score00
Valuation
P/E18.3× (better)30.4×
P/S1.1×1.0× (better)
P/B4.2×2.9× (better)
EV/EBITDA11.5× (better)20.9×
P/FCF13.4× (better)18.7×
PEG6.67–
FCF yield7.5% (better)5.4%
Fair value$48.24$97.93
Margin of safety8.3% (better)−13.2%
Growth
Revenue growth (TTM)−0.54%3.3% (better)
Revenue growth, 5Y average16.0% (better)11.7%
Net income growth (TTM)6.5%30.9% (better)
EPS growth (TTM)8.5%33.2% (better)
EPS growth, 5Y average–4.2%
Profitability
Gross margin27.0%35.1% (better)
Operating margin9.6% (better)5.3%
Net margin6.0% (better)3.4%
FCF margin8.2% (better)5.4%
Return on equity23.4% (better)9.8%
Return on invested capital13.7% (better)9.5%
Financial health
Debt / equity1.210.30 (better)
Net debt / EBITDA2.301.66 (better)
Interest coverage6.3×7.1× (better)
Current ratio2.47 (better)2.30
Altman Z-score3.094.06 (better)
Piotroski F-score78 (better)
Dividends and buybacks
Buyback yield4.3% (better)3.0%
Shareholder yield4.3% (better)3.0%
Ownership
Held by institutions105%108%
Held by insiders2.7%1.7%
Insider net buying, 12 months−$67.6K$879K (better)
Short interest, % of float6.7%8.9%

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For information only, not investment advice. Check the source filings before relying on any figure.