Arko Corp. vs Core and Main Inc — how do they compare? Arko Corp. trades at $4.56 (market cap $493.06M), while Core and Main Inc trades at $45.72 (market cap $8.73B). The key difference: Core and Main Inc is far larger — about 17.7× Arko Corp.'s market cap, and Arko Corp. pays a 2.73% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| ARKO | CNM | |
|---|---|---|
Market Cap | $493.06M | $8.73B |
Sector | Consumer Cyclical | Technology |
52-Week High | $8.64 | $66.98 |
52-Week Low | $3.82 | $42.37 |
Enterprise Value | $2.67B | $11.02B |
Dividend Yield | 2.73% | — |
Signals from Pluang's Aura AI — not financial advice
ARKO trades at $4.45, down 5.32% amid weak Q2 2026 earnings that missed estimates. The stock is in a bearish technical trend with key support at $4. Revenue has declined from $9.4B in 2023 to $7.6B in 2025, though net income margins remain thin at 0.19%. Recent news highlights pressure from softer retail demand and elevated fuel costs, despite management maintaining full-year EBITDA guidance.
The outlook is cautious with 100% hold ratings from analysts, reflecting concerns over margin compression and volatile consumer spending. Risks include high debt levels and competitive pressures, but the company's consistent dividend payments and positive operating cash flow offer some stability. Further price movement hinges on execution against guidance and macroeconomic conditions.
Core & Main (CNM) trades at $45.85, down 0.97% on the day, with a bullish technical signal despite mixed moving averages. The company reported strong Q1 2026 earnings of $0.57 per share, beating estimates, and maintains solid fundamentals including a 23.73% ROE and 5.87% net margin. Recent news highlights institutional activity, such as California State Teachers Retirement System increasing its stake by 22.3% in Q1 2026 (Defense World, 2026-08-04).
The outlook is positive with analyst consensus at 57% buy ratings, supported by revenue growth to $7.6B in 2026 and expanding margins. Risks include high debt levels at $2.24B long-term and competitive pressures in the tools sector. Investors should monitor execution against FY26 guidance of $7.8–$7.9B revenue.
Trailing returns across standard periods
Latest headlines on both assets
ARKO Corp operates as a holding company. The company, through its subsidiaries, owns and operates convenience stores in the United States. Some of its regional store brands include Stop, Admiral, Apple Market, BreadBox, E-Z Mart, fas mart, Li'l Cricket, and Next Door Store. Its retail store offers hot food service, beverages, cigarettes & other tobacco products, candy, salty snacks, grocery, beer, and general merchandise. ARKO operates in three segments: Retail, Wholesale, and GPM Petroleum. The company derives the majority of its revenue from retail and wholesale distribution of fuel.
Read more on ARKO →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 →