Enact Holdings Inc vs Core and Main Inc — how do they compare? Enact Holdings Inc trades at $49.07 (market cap $6.67B), while Core and Main Inc trades at $46.73 (market cap $8.67B). The key difference: Core and Main Inc is the larger of the two by market cap, and Enact Holdings Inc pays a 1.98% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| ACT | CNM | |
|---|---|---|
Market Cap | $6.67B | $8.67B |
Sector | Technology | Technology |
52-Week High | $49.12 | $66.98 |
52-Week Low | $34.93 | $42.37 |
Enterprise Value | $6.96B | $10.96B |
Dividend Yield | 1.98% | — |
Signals from Pluang's Aura AI — not financial advice
ACT trades at $48.96, up 0.6% today, near the consensus price target of $49.00. The stock shows strong fundamentals with a P/E of 10.23 and robust net income margin of 54.51%. Recent Q2 2026 earnings beat expectations at $1.26 per share. Technical indicators signal a bullish trend with moving averages supporting upside momentum. The company maintains consistent dividend payments and positive revenue growth projections.
Outlook remains positive with analyst consensus favoring buy/hold ratings and price targets suggesting limited upside. Key risks include execution challenges and market volatility. Earnings growth and dividend consistency provide support, but investors should monitor competitive pressures and macroeconomic factors that could impact performance.
Core & Main (CNM) trades at $46.55, up 2.33% on the day, with a bearish technical signal despite recent earnings beats. The stock shows strong profitability with a 23.73% ROE and 5.87% net margin, supported by resilient municipal demand. Recent news highlights institutional activity, including CalSTRS increasing its stake by 22.3% in Q1 2026 (Defense World, 2026-08-04).
The outlook is mixed: analyst consensus leans bullish with 57% buy ratings, but technical indicators suggest near-term pressure. Key risks include high debt levels and residential market weakness. Upside hinges on margin expansion and FY26 revenue guidance of $7.8–7.9B (Business Wire, 2026-06-25).
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 →