Core and Main Inc vs KeyCorp — how do they compare? Core and Main Inc trades at $45.95 (market cap $8.73B), while KeyCorp trades at $22.9 (market cap $24.32B). The key difference: KeyCorp is far larger — about 2.8× Core and Main Inc's market cap, and KeyCorp pays a 3.61% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| CNM | KEY | |
|---|---|---|
Market Cap | $8.73B | $24.32B |
Sector | Technology | Financials |
52-Week High | $66.98 | $23.99 |
52-Week Low | $42.37 | $16.78 |
Enterprise Value | $11.02B | — |
Dividend Yield | — | 3.61% |
Signals from Pluang's Aura AI — not financial advice
Core & Main (CNM) trades at $45.9, down 0.86% today, with a bullish technical signal despite near-term pressure. The company demonstrates strong fundamentals with consistent earnings beats, including Q1 2026 EPS of $0.57 beating expectations of $0.534. Revenue reached $7.44B in 2025 with 5.87% net margin, while analyst consensus remains positive with 57% buy ratings. Recent news highlights institutional activity including California State Teachers Retirement System increasing its position by 22.3% in Q1 2026.
CNM presents a compelling investment case with robust profitability (23.73% ROE) and improving cash flow trends, though elevated debt levels and competitive pressures warrant caution. The stock's current valuation at 19.76 P/E appears reasonable given growth prospects, with technical support at $46 providing downside protection. Upside potential exists if the company maintains its earnings beat streak and executes on FY26 guidance of $7.8-7.9B revenue.
KeyCorp (KEY) trades at $22.855, up 0.77% for the day, with a P/E of 13.27 and P/B of 1.41. Recent quarterly earnings have consistently beaten estimates, with Q2 2026 EPS of $0.44 versus $0.42 expected. Technical indicators show a bearish trend, but fundamentals are supported by strong net interest income growth and strategic acquisitions like Clearwater UK.
The outlook is positive with a consensus price target of $29.41, implying 29% upside. Risks include economic uncertainty impacting loan growth and margin pressure from rising expenses. Analyst sentiment is bullish with 61% buy ratings, but investors should monitor execution of fee-based growth initiatives.
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 →With assets of over $170 billion, Ohio-based KeyCorp's bank footprint spans 16 states, but it is predominantly concentrated in its two largest markets: Ohio and New York. KeyCorp is primarily focused on serving middle-market commercial clients through a hybrid community/corporate bank model.
Read more on KEY →