Price movement over the last 24 hours
AGNC Investment Corp vs Core and Main Inc — how do they compare? AGNC Investment Corp trades at $10.98 (market cap $12.76B), while Core and Main Inc trades at $45.59 (market cap $8.56B). The key difference: AGNC Investment Corp is the larger of the two by market cap, and AGNC Investment Corp pays a 12.95% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| AGNC | CNM | |
|---|---|---|
Market Cap | $12.76B | $8.56B |
Sector | Financials | Technology |
52-Week High | $12.17 | $66.98 |
52-Week Low | $9.20 | $44.29 |
Dividend Yield | 12.95% | — |
Enterprise Value | — | $10.86B |
Signals from Pluang's Aura AI — not financial advice
AGNC trades at $11.12, up 1.09% on the day, with a bullish technical signal from moving averages and a consensus analyst price target of $11.33. The stock shows strong profitability with a net income margin of 91.71% and ROE of 13.98%, though recent earnings have been mixed with a Q1 2026 beat but misses in prior quarters. Dividend payments of $0.12 per share continue regularly, supporting income-focused investors amid interest rate sensitivity concerns highlighted in recent news.
Outlook remains cautiously optimistic given analyst buy ratings (37.14%) and technical momentum, but risks include Federal Reserve policy shifts impacting mortgage-backed securities and earnings volatility. The stock's valuation at P/E 8.73 and P/B 1.26 offers relative value, though investors must monitor interest rate trends for dividend sustainability and book value stability.
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
AGNC Investment Corp is a real estate investment trust that invests in agency residential mortgage-backed securities. The firm's asset portfolio is comprised of residential mortgage pass-through securities and collateralized mortgage obligations for which the principal and interest payments are guaranteed by a U.S. Government-sponsored enterprise, such as the Federal National Mortgage Association and the Federal Home Loan Mortgage Corporation, or by a U.S. Government agency, such as the Government National Mortgage Association. It also invests in other types of mortgage and mortgage-related residential and commercial mortgage-backed securities or other investments in or related to, the housing, mortgage or real estate markets.
Read more on AGNC →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 →