GMS (GMS) Competitors

Core & Main (NYSE:CNM) and GMS (NYSE:GMS) are both industrials companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, profitability, media sentiment, dividends, valuation, community ranking, analyst recommendations, risk and earnings.

Do institutionals & insiders believe in CNM or GMS?

94.2% of Core & Main shares are held by institutional investors. Comparatively, 95.3% of GMS shares are held by institutional investors. 3.5% of Core & Main shares are held by company insiders. Comparatively, 1.9% of GMS shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Does the media refer more to CNM or GMS?

In the previous week, Core & Main had 13 more articles in the media than GMS. MarketBeat recorded 29 mentions for Core & Main and 16 mentions for GMS. Core & Main's average media sentiment score of 0.60 beat GMS's score of 0.43 indicating that Core & Main is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Core & Main	14 Very Positive mention(s)	2 Positive mention(s)	5 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
GMS	5 Very Positive mention(s)	3 Positive mention(s)	8 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral

Which has better earnings and valuation, CNM or GMS?

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Core & Main	$7.44B	1.53	$371M	$2.12	27.19
GMS	$5.59B	0.54	$276.08M	$3.61	21.93

Do analysts rate CNM or GMS?

Core & Main currently has a consensus price target of $57.91, suggesting a potential upside of 0.45%. GMS has a consensus price target of $80.50, suggesting a potential upside of 1.71%. Given GMS's higher possible upside, analysts clearly believe GMS is more favorable than Core & Main.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Core & Main	1 Sell rating(s)	3 Hold rating(s)	7 Buy rating(s)	0 Strong Buy rating(s)	2.55
GMS	0 Sell rating(s)	5 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	2.29

Is CNM or GMS more profitable?

Core & Main has a net margin of 5.71% compared to GMS's net margin of 3.92%. Core & Main's return on equity of 24.71% beat GMS's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Core & Main	5.71%	24.71%	7.00%
GMS	3.92%	20.67%	8.05%

Which has more volatility & risk, CNM or GMS?

Core & Main has a beta of 1.02, indicating that its stock price is 2% more volatile than the S&P 500. Comparatively, GMS has a beta of 1.62, indicating that its stock price is 62% more volatile than the S&P 500.

Does the MarketBeat Community favor CNM or GMS?

GMS received 318 more outperform votes than Core & Main when rated by MarketBeat users. Likewise, 66.08% of users gave GMS an outperform vote while only 47.15% of users gave Core & Main an outperform vote.

Company	Underperform	Outperform
Core & Main	Outperform Votes 58 47.15%	Underperform Votes 65 52.85%
GMS	Outperform Votes 376 66.08%	Underperform Votes 193 33.92%

Summary

Core & Main beats GMS on 11 of the 18 factors compared between the two stocks.