Core and Main Inc vs ON Holding AG — how do they compare? Core and Main Inc trades at $44.71 (market cap $8.46B), while ON Holding AG trades at $37.62 (market cap $12.58B). The key difference: ON Holding AG is the larger of the two by market cap, and ON Holding AG is trading nearer its 52-week high, Core and Main Inc nearer its low. Which is the better fit depends on your goals.
| CNM | ONON | |
|---|---|---|
Market Cap | $8.46B | $12.58B |
Sector | Technology | Technology |
52-Week High | $66.98 | $54.24 |
52-Week Low | $44.29 | $31.88 |
Enterprise Value | $10.76B | $11.90B |
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.
ONON trades at $37.92, down 1.61% today, with a bullish technical trend and strong fundamental performance. The stock shows consistent earnings beats, with Q1 2026 EPS of $0.47 exceeding expectations. Revenue reached $3.01B in 2025, with gross margins at 63.88% and net income of $203.70M. Analyst sentiment is overwhelmingly positive, with 76.92% recommending Buy and a consensus price target of $47.33.
Outlook remains favorable given robust growth and margin expansion, but risks include high valuation multiples and competitive pressures. The stock offers upside potential if execution continues, though investors should monitor earnings sustainability and market volatility.
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 →ON Holding AG is a Swiss sports company primarily known for its high-performance running shoes, apparel, and accessories under the 'On' brand. The company emphasizes a blend of high-end design, proprietary cloud technology (like CloudTec cushioning), and sustainability in its products. On has rapidly gained market share globally, appealing to both competitive athletes and general consumers in the performance and lifestyle footwear segments.
Read more on ONON →