Core & Main Inc. (CNM) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$44.14 +4.92% NYSE • Public Delayed / 60s Snapshot

Core & Main Inc. (CNM) carries a Roarable Rating of C+ (Hold) with 69/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C+ • HOLD / WATCH Cap $8.41B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C+
025507510069
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw C · Rk B+
Cash (15)Whales (10)SEC (16)Macro (16)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+4.9% Base Target
$63 Bull$46 Base$36 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:58% Call Buyers ($2.6M)
42% PutsMax Pain: $43.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How CNM Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$305.9M (4% FCF Margin)
Revenue$7.65BGross Profit $2.06B (26.9%)Cost of Sales $5.59BOp Profit $722.0M (9.4%)OpEx (R&D/SG&A) $1.34BNet Profit$462.0M (6%)Tax/Other $260.0M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $6.70B
FY24
Rev $7.44B
FY25
Rev $7.65B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$7.65B26.9%9.4%$462.0M$305.9M14.6%
FY 2024$7.44B26.6%9.7%$434.0M$286.2M14.5%
FY 2023$6.70B44%11%$531.0M$767.4M12%
🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Forensic Quant Desk

Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring CNM)

  • ✓Live walkthrough of CNM's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
  • ✓Includes instant 24/7 email alert whenever any of your stocks flip to Red
RQD INSIDER CLUB UPGRADE$49/YEAR
Want Plain-English AI Custom Indicators, Daily Pro Trader Video Clips & SMS Crash Alerts?
CNM // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -12.15%▲ RESISTANCE BREAKOUT
2026-10-30O $44.10H $44.88L $43.80C $44.25VOL 1.51M
RES: $41.99SUP: $38.06SMA50: $42.29SMA200: $47.93
$55.51$51.15$46.79$42.43$38.07RES $41.99SUP $38.06$44.252026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

CNM Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
11.4%/yr Implied 5Y Growth

vs. +2.8% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on CNM today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for CNM. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for CNM today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

CNM Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Core & Main Inc. (CNM)?

In FY 2025 (10-K), CNM converted $7.6B of revenue into a 26.9% gross margin, 9.4% operating margin, and $305.9M in free cash flow (4% FCF margin).