Bill.com Holdings Inc vs Core and Main Inc — how do they compare? Bill.com Holdings Inc trades at $44.35 (market cap $4.12B), while Core and Main Inc trades at $44.98 (market cap $8.46B). The key difference: Core and Main Inc is far larger — about 2.1× Bill.com Holdings Inc's market cap, and Bill.com Holdings Inc is trading nearer its 52-week high, Core and Main Inc nearer its low. Which is the better fit depends on your goals.
| BILL | CNM | |
|---|---|---|
Market Cap | $4.12B | $8.46B |
Sector | Technology | Technology |
52-Week High | $56.32 | $66.98 |
52-Week Low | $31.96 | $44.29 |
Enterprise Value | $3.83B | $10.76B |
Signals from Pluang's Aura AI — not financial advice
BILL Holdings trades at $42.86, up 3.63% today, with strong technical momentum and bullish analyst sentiment. The stock has consistently beaten earnings expectations in recent quarters, with Q1 2026 EPS of $0.68 surpassing the $0.55 estimate. Revenue growth is robust, rising from $642M in 2022 to $1.46B in 2025, though net margins remain thin at 0.01%. Recent leadership changes and a $1B buyback program signal strategic focus on growth and shareholder value.
Outlook is positive with a consensus price target of $48.00 implying 12% upside, supported by 56% analyst buy ratings. Key risks include high valuation multiples (P/E 213.91), competitive pressures in SaaS, and sensitivity to small business economic health. Cash flow trends show operational improvement, but investing outflows remain elevated.
Core & Main (CNM) trades at $44.74, down 2.44% today, amid bearish technical signals but strong fundamentals. The stock shows consistent earnings beats, with Q1 2026 EPS of $0.72 exceeding expectations, and maintains solid profitability with a 23.73% ROE. Recent news highlights municipal strength and margin gains, though residential segments face weakness. Cash flow trends improved in 2026 projections, with net cash flow rising to $142M from $7M in 2025.
The outlook is mixed: analyst consensus leans bullish with 57% buy ratings, but technical indicators signal near-term pressure. Key risks include industry headwinds like high operating costs and residential market softness. Investors should weigh strong fundamentals against current bearish momentum for entry timing.
Trailing returns across standard periods
Bill.com Holdings Inc is a provider of cloud-based software that simplifies, digitizes, and automates financial operations for SMBs. Its artificial-intelligence enabled financial software platform used mostly to build connections between customers, suppliers, and clients. The company's platform generates and process invoices, streamline approvals, send and receive payments, sync with their accounting system, and manage their cash. The firm generates revenue through subscription and transaction fees.
Read more on BILL →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 →