Price movement over the last 24 hours
Ares Capital Corporation vs Core and Main Inc — how do they compare? Ares Capital Corporation trades at $18.75 (market cap $13.48B), while Core and Main Inc trades at $45.86 (market cap $8.58B). The key difference: Ares Capital Corporation is the larger of the two by market cap, and Ares Capital Corporation pays a 10.22% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| ARCC | CNM | |
|---|---|---|
Market Cap | $13.48B | $8.58B |
Sector | Financials | Technology |
52-Week High | $23.25 | $66.98 |
52-Week Low | $17.45 | $44.29 |
Dividend Yield | 10.22% | — |
Enterprise Value | — | $10.88B |
Signals from Pluang's Aura AI — not financial advice
Ares Capital (ARCC) trades at $18.78, up 2.01% on the day, with a bearish technical signal but strong analyst support. The stock shows a P/E of 11.52 and P/B of 0.96, trading below the consensus price target of $20.58. Recent earnings have missed expectations, with Q2 2026 results pending, while revenue declined to $1.51B in 2025 from $1.7B in 2024. A dividend of $0.48 is scheduled for payment on June 30, 2026, supporting income appeal amid mixed sentiment.
ARCC presents a value opportunity with a high dividend yield and undervaluation relative to analyst targets, but faces headwinds from earnings misses and a bearish technical outlook. Risks include revenue volatility and competitive pressures in the BDC space, though institutional buy ratings suggest confidence in recovery potential. Investors should weigh income stability against growth challenges.
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
Ares Capital Corp is a United States-based closed-ended specialty finance company. Its investment objective is to generate both current income and capital appreciation through debt and equity investments. The company focuses on investing primarily in U.S. middle-market companies with investment opportunities as well as in larger companies. Its portfolio comprises of first lien senior secured loans, second lien senior secured loans, and mezzanine debt (subordinated unsecured loan), which may include equity components that are diversified by industry and sector. The company may invest in preferred and common equity investments to a lesser proportion. Its revenue mainly consists of interest and dividend income received from the investment made.
Read more on ARCC →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 →