Core and Main Inc vs H2O America — how do they compare? Core and Main Inc trades at $44.79 (market cap $8.46B), while H2O America trades at $63.49 (market cap $2.63B). The key difference: Core and Main Inc is far larger — about 3.2× H2O America's market cap, and H2O America pays a 2.8% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| CNM | HTO | |
|---|---|---|
Market Cap | $8.46B | $2.63B |
Sector | Technology | Technology |
52-Week High | $66.98 | $62.94 |
52-Week Low | $44.29 | $44.44 |
Enterprise Value | $10.76B | $4.35B |
Dividend Yield | — | 2.8% |
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.
HTO trades at $62.47, up 1.63% with strong technical momentum and bullish analyst sentiment. The stock shows solid fundamentals with 12.87% net margins and consistent earnings beats in recent quarters. Recent news highlights institutional buying and upcoming Q2 2026 earnings on July 27, 2026, while the company maintains a $0.44 dividend payout.
Outlook remains positive with 80% analyst buy ratings and a $62 consensus target. Key risks include execution of the $2.7B capex plan and regulatory exposure as a utility. The stock offers stable growth potential through rate base expansion and strategic acquisitions like Quadvest.
Trailing returns across standard periods
Latest headlines on both assets
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 →H2O America is a utility company that provides essential water and wastewater services, primarily in the United States. The company operates a network of regulated water and wastewater systems, focusing on responsible resource management and high-quality service delivery. HTO aims to expand its operational footprint through acquisitions and internal growth, serving residential, commercial, and industrial customers.
Read more on HTO →