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Core & Main vs Fastenal Company: Which Stock Looks Stronger in 2026?

Fastenal Company holds the cleaner structural position, with the lead spread across growth and valuation. Core & Main still has the edge on valuation, which keeps the comparison from looking entirely one-sided. The market setup broadly confirms the structural lead — Fastenal Company holds the more constructive position. That puts structure and market broadly in agreement — Fastenal Company's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

This is not just a one-metric split: both growth and stability materially support the lead. Fastenal Company leads by 11 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Industrial Distribution

This comparison is based on industry proximity, not on functional trajectory similarity. CNM and FAST share the same industry classification.

For a similarity-based comparison, see how Core & Main and Fastenal Company each position within their functional peer groups in AssetNext.

Peer-Relative Score
CNM
Core & Main, Inc.
55
Peer-Score
Signal qualityMedium
vs
FAST
Fastenal Company
66
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: CNM vs FAST Profitability 55 79 Stability 41 71 Valuation 81 47 Growth 31 70 CNM FAST
Gap Ranking
#1 Growth +39
#2 Valuation +34
#3 Stability +30
#4 Profitability +24
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for CNM and FAST Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer CNMFAST Relative valuation Structural strength

The price setup looks more supportive for Fastenal Company, but Core & Main, Inc. still has the stronger structure.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Growth
Fastenal Company ranks near the top of the group on growth; Core & Main, Inc. sits in the weaker half.
Valuation
On valuation, the same pattern holds: both are strong, but Core & Main, Inc. still leads clearly.
Growth — Dominant Gap
CNM
31
FAST
70
Gap+39in favour of FAST

The clearest distance comes from a stronger growth profile.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for Core & Main, with a forward P/E that is 13.3 turns lower there.

What this means for the comparison

Growth settles the comparison, while pricing and valuation keep the broader setup from looking fully aligned.

Explore full peer positioning in AssetNext

Break down the CNM vs FAST comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how CNM and FAST each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.