CNM vs FERG
CNM: Core & Main is a critical national distributor of waterworks and fire protection infrastructure, supporting the essential repair and new construction of North America’s utility systems. FERG: Ferguson is a premier distributor of essential plumbing, HVAC, and waterworks infrastructure supplies for North American construction and industrial contractors.
Side-by-side fundamentals
| Metric | CNM | FERG | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $40.37 | $216.73 | |
| Market cap | $7.7B | $41.9B | |
| P/E as of 2026-10-08 | 17.74 | 17.23 | FERG lower |
| PEG as of 2026-10-08, 3-year EPS CAGR to FY2026 | 6.47 | n/a | |
| Net margin | +5.8% | +6.0% | FERG higher |
| Gross margin | +26.9% | +30.7% | FERG higher |
| Operating margin | +9.4% | +8.5% | CNM higher |
| ROE | +22.1% | +31.8% | FERG higher |
| ROA | +7.2% | +10.5% | FERG higher |
| Debt / equity as of 2026-09-03 | 1.05 | 0.70 | FERG lower |
| Revenue growth (YoY) as of 2026-09-03 | +0.5% | +4.7% | FERG higher |
| Revenue CAGR (3y) SEC XBRL | +4.8% | +2.5% | CNM higher |
| Dividend yield as of 2026-09-03 | n/a | +1.7% | |
| Dividend streak (yrs) SEC XBRL | 0 | 2 | FERG higher |
| Beta as of 2026-09-03 | 1.05 | 0.97 | |
| 1-year return as of 2026-10-08 close | -22.0% | -7.7% | FERG higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.