Core and Main Inc vs International Business Machines Corp — how do they compare? Core and Main Inc trades at $44.75 (market cap $8.46B), while International Business Machines Corp trades at $212.18 (market cap $204.02B). The key difference: International Business Machines Corp is far larger — about 24.1× Core and Main Inc's market cap, and International Business Machines Corp pays a 3.11% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| CNM | IBM | |
|---|---|---|
Market Cap | $8.46B | $204.02B |
Sector | Technology | Technology |
52-Week High | $66.98 | $329.23 |
52-Week Low | $44.29 | $214.64 |
Enterprise Value | $10.76B | $262.04B |
Volume | — | 4,481,527 |
Dividend Yield | — | 3.11% |
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.
IBM trades at $290.23, up 0.93% with bullish technical signals and strong fundamental performance. The company reported Q1 2026 EPS of $1.91, beating expectations by 5.5%, continuing a trend of earnings outperformance. Revenue grew to $67.54B in 2025 with net income margin expanding to 15.61%, while analyst consensus shows mixed sentiment with 47% buy ratings.
IBM demonstrates solid profitability with improving margins and consistent earnings beats, though faces near-term headwinds from AI spending shifts impacting software demand. The stock offers 6.9% upside to consensus target of $310.21, but recent 25% price decline reflects market concerns about technology spending transitions and competitive pressures.
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 →International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Read more on IBM →