Compare Core and Main Inc (CNM) vs Digital Realty Trust, Inc. (DLR) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Core and Main Inc vs Digital Realty Trust, Inc. — how do they compare? Core and Main Inc trades at $46.07 (market cap $8.62B), while Digital Realty Trust, Inc. trades at $199.01 (market cap $72.92B). The key difference: Digital Realty Trust, Inc. is far larger — about 8.5× Core and Main Inc's market cap, and Digital Realty Trust, Inc. pays a 2.48% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| CNM | DLR | |
|---|---|---|
Market Cap | $8.62B | $72.92B |
Sector | Technology | Real Estate |
52-Week High | $66.98 | $203.91 |
52-Week Low | $42.37 | $147.93 |
Enterprise Value | $10.92B | $91.63B |
Dividend Yield | — | 2.48% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Core & Main (CNM) trades at $46.06, down 1.22% amid bearish technical signals despite strong fundamentals. The stock shows consistent earnings beats with Q1 2026 EPS of $0.57 exceeding expectations, supported by robust profitability metrics including 23.73% ROE and 5.87% net margin. Recent news highlights institutional positioning shifts and a $62 price target from Seeking Alpha (Aug 12, 2026) suggesting 35% upside potential.
The outlook remains cautiously optimistic with improving debt-to-asset ratios projected for 2026 and revenue growth to $7.6B. Key risks include segment volatility in PVF and storm drainage, while analyst consensus leans bullish with 57% buy ratings. The stock presents value at current levels if execution matches guidance.
Digital Realty (DLR) trades at $197.58, up 3.55% with strong technical momentum and bullish moving averages. The data center REIT shows robust fundamentals with Q2 2026 earnings beating estimates, revenue growth accelerating to $6.1B in 2025, and a record $1.9B leasing backlog. Analyst consensus remains strongly bullish with a $216.56 price target, though valuation metrics appear elevated with a P/E of 249.44.
DLR benefits from strong AI and cloud demand driving leasing momentum, but faces execution risks from its expanded development program and rich valuation. The stock offers dividend stability with consistent $1.22 quarterly payments, positioning it for long-term growth in the data center infrastructure space despite near-term valuation concerns.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Core and Main Inc
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 →About Digital Realty Trust, Inc.
Digital Realty owns and operates nearly 300 data centers worldwide. It has more than 35 million rentable square feet across five continents. Digital's offerings range from retail co-location, where an enterprise may rent a single cabinet and rely on Digital to provide all the accommodations, to cold shells, where hyperscale cloud service providers can simply rent much, or all, of a barren, power-connected building. In recent years, Digital Realty has de-emphasized cold shells and now primarily provides higher-level service to tenants, which outsource their related IT needs to Digital. Digital Realty has also moved more into the co-location business, increasingly serving enterprises and facilitating network connections. Digital Realty operates as a real estate investment trust.
Read more on DLR →
