Price movement over the last 24 hours
Applied Materials, Inc. vs Core and Main Inc — how do they compare? Applied Materials, Inc. trades at $582 (market cap $478.36B), while Core and Main Inc trades at $45.86 (market cap $8.58B). The key difference: Applied Materials, Inc. is far larger — about 55.8× Core and Main Inc's market cap, and Applied Materials, Inc. pays a 0.35% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| AMAT | CNM | |
|---|---|---|
Market Cap | $478.36B | $8.58B |
Sector | Technology | Technology |
52-Week High | $723.00 | $66.98 |
52-Week Low | $156.25 | $44.29 |
Enterprise Value | $477.39B | $10.88B |
Dividend Yield | 0.35% | — |
Signals from Pluang's Aura AI — not financial advice
Applied Materials (AMAT) trades at $602.50, up 2.35% today, with strong earnings beats in recent quarters and a consensus analyst price target of $644.33. The stock shows a bullish moving average signal but neutral oscillators, with key resistance at $617 and support at $573. Revenue grew to $28.37B in 2025, with a net income margin of 24.66%, though valuation ratios like P/E of 56.68 are elevated. Recent news highlights CEO Gary Dickerson's optimism on AI-driven semiconductor demand, positioning AMAT for multi-year growth.
The outlook for AMAT is positive, driven by AI infrastructure expansion and consistent earnings outperformance. Risks include high valuation multiples and semiconductor cycle volatility. With 76.9% of analysts rating it a buy and institutional sentiment bullish, the stock offers growth potential but requires monitoring of execution and market conditions.
Core & Main (CNM) trades at $45.86, showing a 1.44% daily gain amid a bearish technical outlook. The stock has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $0.72 exceeding expectations. Fundamentally, the company maintains solid profitability with a 5.87% net margin and 23.73% ROE, though valuation metrics appear elevated with a P/E of 19.43. Recent news highlights the company's senior notes offering and resilient municipal demand despite residential weakness.
The outlook remains cautiously optimistic with analyst consensus favoring Buy ratings (57%), but technical indicators signal near-term pressure. Key opportunities include strong municipal business performance and margin expansion, while risks involve high debt levels and industry headwinds. The stock's current position near support at $45 suggests potential for consolidation before next earnings catalyst.
Trailing returns across standard periods
Latest headlines on both assets
Applied Materials is the world's largest supplier of semiconductor manufacturing equipment, providing materials engineering solutions to help make nearly every chip in the world. The firm's systems are used in nearly every major process step with the exception of lithography. Key tools include those for chemical and physical vapor deposition, etching, chemical mechanical polishing, wafer- and reticle-inspection, critical dimension measurement, and defect-inspection scanning electron microscopes.
Read more on AMAT →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 →