Contrasting Core & Main (NYSE:CNM) and EquipmentShare.com (NASDAQ:EQPT)

EquipmentShare.com (NASDAQ:EQPT) and Core & Main (NYSE:CNM) are both mid-cap industrials companies, but which is the superior business? We will contrast the two businesses based on the strength of their profitability, analyst recommendations, institutional ownership, dividends, risk, earnings and valuation.

Profitability

This table compares EquipmentShare.com and Core & Main’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
EquipmentShare.com	N/A	N/A	N/A
Core & Main	5.96%	25.98%	8.53%

Analyst Ratings

This is a summary of recent recommendations and price targets for EquipmentShare.com and Core & Main, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
EquipmentShare.com	1	5	6	0	2.42
Core & Main	1	5	8	0	2.50

EquipmentShare.com presently has a consensus target price of $34.78, suggesting a potential upside of 90.98%. Core & Main has a consensus target price of $55.64, suggesting a potential upside of 31.11%. Given EquipmentShare.com’s higher possible upside, research analysts clearly believe EquipmentShare.com is more favorable than Core & Main.

Earnings & Valuation

This table compares EquipmentShare.com and Core & Main”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
EquipmentShare.com	$4.38 billion	1.05	$40.00 million	$0.31	58.74
Core & Main	$7.65 billion	1.06	$441.00 million	$2.43	17.46

Core & Main has higher revenue and earnings than EquipmentShare.com. Core & Main is trading at a lower price-to-earnings ratio than EquipmentShare.com, indicating that it is currently the more affordable of the two stocks.

Institutional & Insider Ownership

94.2% of Core & Main shares are owned by institutional investors. 32.8% of EquipmentShare.com shares are owned by company insiders. Comparatively, 1.5% of Core & Main shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

Core & Main beats EquipmentShare.com on 10 of the 13 factors compared between the two stocks.

About EquipmentShare.com

EquipmentShare.com Inc. provides integrated, full-service construction solutions across equipment rental, sales and technology. EquipmentShare.com Inc. is based in Columbia, Missouri.

About Core & Main

Core & Main, Inc. is a specialty distributor focused on water, wastewater, storm drainage and fire protection products, and related services. The company provides infrastructure solutions to municipalities, private water companies and professional contractors across municipal, non-residential, and residential end markets, nationwide. The company was founded in 1874 and is headquartered in St. Louis, MO.