Core and Main Inc vs Consolidated Edison, Inc. — how do they compare? Core and Main Inc trades at $44.79 (market cap $8.46B), while Consolidated Edison, Inc. trades at $111.89 (market cap $41.26B). The key difference: Consolidated Edison, Inc. is far larger — about 4.9× Core and Main Inc's market cap, and Consolidated Edison, Inc. pays a 3.1% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| CNM | ED | |
|---|---|---|
Market Cap | $8.46B | $41.26B |
Sector | Technology | Utilities |
52-Week High | $66.98 | $115.46 |
52-Week Low | $44.29 | $95.37 |
Enterprise Value | $10.76B | $68.29B |
Dividend Yield | — | 3.1% |
Signals from Pluang's Aura AI — not financial advice
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.
Consolidated Edison (ED) trades at $111.82, up 0.63% today, with a bullish technical signal from moving averages. The company reported mixed Q1 2026 earnings but maintains stable profitability with a 12.52% net margin. Recent news highlights grid upgrades to meet rising data center demand and the launch of New York's largest electric school bus fleet, supporting long-term growth initiatives.
ED offers a defensive utility profile with a 3.3% dividend yield and 52-year dividend growth streak. However, analyst consensus is cautious with 67% hold ratings and a $103.50 price target below current levels. Key risks include capital expenditure pressures from grid modernization and interest rate sensitivity due to high debt levels.
Trailing returns across standard periods
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 →Con Ed is a holding company for Consolidated Edison of New York, or CECONY, and Orange & Rockland, or O&R. These utilities provide steam, natural gas, and electricity to customers in southeastern New York—including New York City—and small parts of New Jersey. The two utilities will generate nearly all of Con Ed's earnings once it closes the sale of its clean energy business to RWE. Con Ed's clean energy business owns the second-largest portfolio of utility-scale solar projects in the U.S. Following the sale, Con Ed's only non-utility earnings will come from investments in gas and electric transmission.
Read more on ED →