Is AIT or CNM more undervalued in 2026?

CirclFi compares Applied Industrial Technologies (AIT) and Core & Main, Inc. (CNM) using 13 institutional-grade valuation models. AIT has a Quality of Company score of 9.6/10 while CNM scores 9.9/10.

Which is a better buy — AIT or CNM?

Compare intrinsic values from 13 independent models against current market prices. CirclFi also calculates Value Trap scores. This is not financial advice — conduct your own analysis.

How do AIT and CNM valuations compare?

AIT at $308.53 and CNM at $49.17 are compared across Bayesian DCF, EPV, EROIC Spread, First Chicago, Markov DDM, and 8 additional models.

AIT vs CNM Valuation Comparison 2026 — Intrinsic Value Analysis

AIT

Industrial Distribution

Applied Industrial Technologies

Quality

9.6

out of 10

Value Trap

—

Price

$308.53

Last close

Models

13/13

Active

CNM

Industrial Distribution

Core & Main, Inc.

Quality

9.9

out of 10

Value Trap

SAFE

Price

$49.17

Last close

Models

12/13

Active

Model-by-Model Comparison

Model	Type	AIT Fair Value	AIT Upside	CNM Fair Value	CNM Upside
Bayesian DCF	Intrinsic	$196.07	-36.5%	$35.75	-27.3%
Earnings Power Value	Intrinsic	$77.71	-74.8%	$22.70	-53.8%
EROIC Spread	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
First Chicago	Scenario	$•••.••	••.•%	$•••.••	••.•%
Markov DDM	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
ML-RIV	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
Dynamic NAV	Asset-Based	$•••.••	••.•%	$•••.••	••.•%
PWERM	Option-Based	$•••.••	••.•%	$•••.••	••.•%
Regime Cross-Sectional	Relative	$•••.••	••.•%	$•••.••	••.•%
Sentiment SOTP	Hybrid	$•••.••	••.•%	$•••.••	••.•%
CUCE Ensemble	Ensemble	$•••.••	••.•%	$•••.••	••.•%
FTNN Topology	Relative	$•••.••	••.•%	$•••.••	••.•%
RCMH-DCF	Intrinsic	$•••.••	••.•%	$•••.••	••.•%

🔒

Unlock Full 13-Model Comparison

Access all valuation models for AIT vs CNM — including EROIC Spread, First Chicago, Markov DDM, PWERM, and 7 more.

Access Full Analysis — From $27/mo →

AIT vs CNM — Which Stock Is More Undervalued?

CNM scores higher with a 9.9/10 quality rating vs AIT's 9.6/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

Comparing Applied Industrial Technologies (AIT) and Core & Main, Inc. (CNM) across 13 institutional-grade valuation models reveals how each company's intrinsic value stacks up against its market price. CirclFi's engine processes SEC EDGAR 10-K and 10-Q filings, FRED macroeconomic data, and GDELT news sentiment to generate independent fair value estimates daily.

AIT currently trades at $308.53 with a QOC of 9.6/10, while CNM trades at $49.17 with a QOC of 9.9/10.

Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN Topology), and ensemble methods (CUCE).