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CNM vs SITE
Which Stock Would AI Choose? Core & Main (CNM) vs. SiteOne Landscape Supply (SITE) Stock Comparison
Key Takeaways
- CNM operates as a leading distributor of water, wastewater, storm drainage, and fire protection products, while SITE focuses on wholesale landscape supplies including irrigation, nursery, and hardscape products.
- Both companies serve professional contractors and municipalities in the industrial distribution sector, exposing them to similar cyclical demand drivers tied to construction and infrastructure activity.
- Recent market activity shows CNM trading near multi-month lows with a market capitalization exceeding $8 billion, compared to SITE with a market capitalization near $4.4 billion amid broader sector pressure.
- CNM reports higher trailing twelve-month revenue of approximately $7.65 billion versus SITE’s roughly $4.77 billion, reflecting differences in scale and end-market exposure.
- Valuation metrics indicate CNM trades at a lower price-to-earnings ratio than SITE, presenting a contrast in relative pricing within the industrial distribution space.
- Both stocks have experienced notable declines over the past year, with performance influenced by macroeconomic factors affecting construction and outdoor project spending.
Introduction
Core & Main (CNM) and SiteOne Landscape Supply (SITE) represent two specialized players in the industrial distribution sector. CNM supplies critical infrastructure components for water and fire protection systems, while SITE distributes products essential for landscaping and outdoor maintenance. This comparison appeals to investors and traders seeking exposure to U.S. construction, municipal, and residential end markets through companies with complementary yet distinct product portfolios. The analysis examines recent performance, business models, and market positioning to highlight relative strengths and trade-offs in the current environment.
Core & Main (CNM) Overview and Recent Performance
Core & Main, Inc. distributes water, wastewater, storm drainage, and fire protection products across the United States, serving municipalities, private water companies, and contractors. In recent weeks, the stock has traded within a relatively narrow range near the lower end of its 52-week band, reflecting broader pressures on industrial distributors. Earnings results and forward guidance have contributed to sentiment, with upcoming fiscal second-quarter reporting scheduled for September 9, 2026. Market activity has been shaped by infrastructure spending trends and input cost dynamics, resulting in measured price behavior rather than sharp directional moves.
SiteOne Landscape Supply (SITE) Overview and Recent Performance
SiteOne Landscape Supply, Inc. provides wholesale landscape supplies, including irrigation, control products, hardscapes, nursery goods, and related accessories, primarily to professional contractors in the United States and Canada. Recent market activity has placed the shares near multi-month lows, influenced by seasonal demand patterns and broader sector headwinds affecting outdoor project activity. The company has maintained focus on operational efficiency and selective acquisitions, with performance reflecting variability in residential and commercial landscaping expenditures. Sentiment has remained tempered amid macroeconomic uncertainty impacting discretionary spending categories.
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Head-to-Head Comparison
Core & Main (CNM) and SiteOne Landscape Supply (SITE) both operate in industrial distribution but target distinct end markets: CNM emphasizes water infrastructure repair and replacement, while SITE serves landscaping and turf management. Growth drivers differ accordingly, with CNM benefiting from municipal capital projects and SITE tied more closely to residential and commercial outdoor spending. Recent momentum shows comparable year-over-year price declines, though CNM maintains larger revenue scale. Risk factors include shared exposure to construction cycles, yet CNM carries higher absolute debt levels while SITE exhibits a higher price-to-earnings multiple. Sector sentiment remains cautious for both amid macroeconomic influences on capital expenditure.
Tickeron AI Verdict
Based on observable factors including revenue scale, valuation multiples, and relative trend consistency in recent market activity, Tickeron’s AI models would currently assign a modestly higher probabilistic preference to CNM over SITE. The assessment rests on CNM’s larger operational footprint and lower relative valuation, which may support more stable positioning amid sector volatility. This view reflects pattern recognition across multiple indicators rather than a definitive forecast.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CNM is a Hold and SITE is a Hold.
| CNM | SITE | CNM / SITE | |
| Capitalization | 7.86B | 3.95B | 199% |
| EBITDA | 938M | 393M | 239% |
| Gain YTD | -18.010 | -27.368 | 66% |
| P/E Ratio | 17.53 | 24.79 | 71% |
| Revenue | 7.7B | 4.78B | 161% |
| Total Cash | 312M | 87.4M | 357% |
| Total Debt | 2.75B | 1.13B | 244% |
SITE | ||
|---|---|---|
OUTLOOK RATING 1..100 | 70 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 50 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | |
SMR RATING 1..100 | 71 | |
PRICE GROWTH RATING 1..100 | 78 | |
P/E GROWTH RATING 1..100 | 92 | |
SEASONALITY SCORE 1..100 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| CNM | SITE | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 88% | 3 days ago 81% |
| Stochastic ODDS (%) | 3 days ago 82% | 3 days ago 65% |
| Momentum ODDS (%) | 3 days ago 60% | 3 days ago 75% |
| MACD ODDS (%) | 3 days ago 80% | 3 days ago 73% |
| TrendWeek ODDS (%) | 3 days ago 78% | 3 days ago 76% |
| TrendMonth ODDS (%) | 3 days ago 68% | 3 days ago 77% |
| Advances ODDS (%) | 4 days ago 77% | 3 days ago 70% |
| Declines ODDS (%) | 10 days ago 64% | 6 days ago 75% |
| BollingerBands ODDS (%) | 3 days ago 90% | 3 days ago 84% |
| Aroon ODDS (%) | 3 days ago 72% | 3 days ago 68% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CNM’s FA Score shows that 0 FA rating(s) are green while SITE’s FA Score has 0 green FA rating(s).
- CNM’s FA Score: 0 green, 5 red.
- SITE’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CNM’s TA Score shows that 5 TA indicator(s) are bullish while SITE’s TA Score has 4 bullish TA indicator(s).
- CNM’s TA Score: 5 bullish, 3 bearish.
- SITE’s TA Score: 4 bullish, 4 bearish.
Price Growth
CNM (@Electronics Distributors) experienced а +4.90% price change this week, while SITE (@Electronics Distributors) price change was -2.53% for the same time period.
The average weekly price growth across all stocks in the @Electronics Distributors industry was +0.19%. For the same industry, the average monthly price growth was -3.79%, and the average quarterly price growth was +24.36%.
Reported Earning Dates
CNM is expected to report earnings on Dec 08, 2026.
SITE is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Electronics Distributors (+0.19% weekly)Electronics distributors are companies that are involved in distribution of one or more of the following: electronic components, computer products/ peripherals and software products & services. Several electronics distributors are also becoming the point of contact for technical/pre- & post-sale support in many cases, in an attempt to bolster their position in the market. Tariffs and/or cross-border trade barriers are some of the potential threats to the electronics supply chain, but that could also potentially lead to re-directing to markets where tariffs/restrictions are lower depending on demand. The industry is also vulnerable in the event of economic slowdowns. Arrow Electronics, Inc., SYNNEX Corporation and Versum Materials, Inc. are some of the major electronics distributors in the U.S.
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CNM and
Correlation & Price change
A.I.dvisor indicates that over the last year, CNM has been loosely correlated with AIT. These tickers have moved in lockstep 56% of the time. This A.I.-generated data suggests there is some statistical probability that if CNM jumps, then AIT could also see price increases.
SITE and
Correlation & Price change
A.I.dvisor indicates that over the last year, SITE has been loosely correlated with QXO. These tickers have moved in lockstep 53% of the time. This A.I.-generated data suggests there is some statistical probability that if SITE jumps, then QXO could also see price increases.
| Ticker / NAME | Correlation To SITE | 1D Price Change % | ||
|---|---|---|---|---|
| SITE | 100% | +1.54% | ||
| QXO - SITE | 53% Loosely correlated | -2.23% | ||
| WSO - SITE | 52% Loosely correlated | +2.10% | ||
| CNM - SITE | 51% Loosely correlated | -0.68% | ||
| FERG - SITE | 49% Loosely correlated | +0.08% | ||
| BXC - SITE | 47% Loosely correlated | -0.88% | ||
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