Price movement over the last 24 hours
AES Corp vs Core and Main Inc — how do they compare? AES Corp trades at $14.65 (market cap $10.43B), while Core and Main Inc trades at $45.53 (market cap $8.56B). The key difference: AES Corp is the larger of the two by market cap, and AES Corp pays a 4.81% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| AES | CNM | |
|---|---|---|
Market Cap | $10.43B | $8.56B |
Sector | Utilities | Technology |
52-Week High | $17.28 | $66.98 |
52-Week Low | $11.07 | $44.29 |
Enterprise Value | $39.77B | $10.86B |
Dividend Yield | 4.81% | — |
Signals from Pluang's Aura AI — not financial advice
AES trades at $14.62, up 0.27% on the day, with strong fundamentals including a P/E of 7.59 and net income margin of 10.82%. Recent quarters show consistent earnings beats, while technical indicators signal bearish momentum. The company's pending $33.4 billion acquisition by a BlackRock/EQT consortium, approved by stockholders on June 26, 2026, caps near-term upside at $15 per share but provides a stable exit pathway.
The investment case hinges on the acquisition closing, offering a 2.6% gain to the $15 buyout price plus dividend yield. Risks include deal completion uncertainty and shareholder litigation. With no sell-side analysts recommending sell, the stock presents a low-risk arbitrage opportunity with defined upside and limited downside if the transaction proceeds as planned.
Core & Main (CNM) trades at $45.98, up 2.34% with recent earnings beats driving positive momentum. The stock shows bearish technical signals with resistance at $46-$48, while fundamentals remain solid with 23.73% ROE and consistent revenue growth. Recent Q1 2026 results exceeded expectations at $0.72 EPS versus $0.70 estimate, supported by strong municipal demand and margin expansion initiatives. The company maintains stable cash flow generation with $655M operating cash flow projected for 2026.
CNM presents a mixed outlook with strong fundamentals offset by technical weakness. The bullish analyst consensus (57% buy ratings) and improving debt profile support upside potential, but near-term price pressure from bearish technical indicators requires caution. Key risks include residential market softness and industry supply chain challenges, though the company's reaffirmed FY26 guidance of $7.8-7.9B revenue provides stability.
Trailing returns across standard periods
AES is a global power company operating across 14 countries and 4 continents. Its current generation portfolio as of year-end 2021 consists of over 31 gigawatts of generation, with the generation mix composed of renewables (43%), gas (32%), coal (23%), and oil (2%). The company has 3.5 gigawatts of generation under construction. AES has majority ownership and operates six electric utilities distributing power to 2.6 million customers.
Read more on AES →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 →