Enact Holdings Inc vs Core and Main Inc — how do they compare? Enact Holdings Inc trades at $49.42 (market cap $6.75B), while Core and Main Inc trades at $45.75 (market cap $8.73B). The key difference: Core and Main Inc is the larger of the two by market cap, and Enact Holdings Inc pays a 1.95% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| ACT | CNM | |
|---|---|---|
Market Cap | $6.75B | $8.73B |
Sector | Technology | Technology |
52-Week High | $49.12 | $66.98 |
52-Week Low | $34.93 | $42.37 |
Enterprise Value | $7.05B | $11.02B |
Dividend Yield | 1.95% | — |
Signals from Pluang's Aura AI — not financial advice
ACT trades at $49.47, up 2.0% today, with a bullish technical signal from moving averages but overbought RSI readings. The stock shows strong profitability with a net income margin of 54.5% and ROE of 12.9%, supported by recent earnings beats. Revenue growth is modest, and the company maintains a consistent dividend policy. Analyst consensus is a $49.00 price target with a mix of buy and hold ratings.
Outlook is stable with solid fundamentals, but high valuation multiples and overbought technicals suggest limited near-term upside. Risks include reliance on earnings consistency and market sentiment shifts. The stock offers value through dividends and profitability, yet investors should weigh current levels against growth prospects.
Core & Main (CNM) trades at $45.85, down 0.97% on the day, with a bullish technical signal despite mixed moving averages. The company reported strong Q1 2026 earnings of $0.57 per share, beating estimates, and maintains solid fundamentals including a 23.73% ROE and 5.87% net margin. Recent news highlights institutional activity, such as California State Teachers Retirement System increasing its stake by 22.3% in Q1 2026 (Defense World, 2026-08-04).
The outlook is positive with analyst consensus at 57% buy ratings, supported by revenue growth to $7.6B in 2026 and expanding margins. Risks include high debt levels at $2.24B long-term and competitive pressures in the tools sector. Investors should monitor execution against FY26 guidance of $7.8–$7.9B revenue.
Trailing returns across standard periods
Enact Holdings is a leading private mortgage insurance provider in the U.S. It partners with lenders to offer credit enhancement and risk management solutions, helping more borrowers achieve and maintain homeownership.
Read more on ACT →Core & Main is a leading US distributor of water, wastewater, storm drainage, and fire protection products. It provides essential infrastructure solutions to municipalities, private water companies, and contractors.
Read more on CNM →