Core and Main Inc vs PepsiCo, Inc. — how do they compare? Core and Main Inc trades at $46.18 (market cap $8.73B), while PepsiCo, Inc. trades at $138.7 (market cap $188.91B). The key difference: PepsiCo, Inc. is far larger — about 21.6× Core and Main Inc's market cap, and PepsiCo, Inc. pays a 4.28% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| CNM | PEP | |
|---|---|---|
Market Cap | $8.73B | $188.91B |
Sector | Technology | Consumer Staples |
52-Week High | $66.98 | $170.44 |
52-Week Low | $42.37 | $134.95 |
Enterprise Value | $11.02B | $231.41B |
Dividend Yield | — | 4.28% |
Signals from Pluang's Aura AI — not financial advice
Core & Main (CNM) trades at $46.06, down 0.52% on the day, with a bullish technical signal despite mixed moving averages. The company reported strong earnings beats in recent quarters, with Q1 2026 EPS of $0.57 exceeding expectations. Financials show solid profitability with a 5.87% net income margin and 23.73% ROE, though debt levels remain elevated. Recent news includes institutional position adjustments and a $750 million senior notes offering priced in June 2026.
Outlook is cautiously optimistic with analyst consensus favoring Buy ratings (57%). Key opportunities include margin expansion and municipal strength, while risks involve high debt, competitive pressures, and reliance on infrastructure spending. The stock's valuation at a P/E of 19.76 appears reasonable given growth prospects, but investors should monitor execution against FY26 revenue guidance of $7.8–7.9 billion.
PepsiCo (PEP) trades at $138.41, up 0.52% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported revenue of $93.93B in 2025, with a net income margin of 10.78% and a P/E ratio of 18.14. Recent earnings have consistently beaten expectations, and analysts project a consensus price target of $158.79. News highlights include price cuts on snacks to address consumer pushback and the cessation of a festival sponsorship.
The outlook for PEP is cautiously optimistic, supported by strong profitability and dividend payments, but faces risks from competitive pressures and price sensitivity. Upside potential exists if North American performance improves as anticipated in upcoming earnings. Investor sentiment is mixed, with a majority of analysts recommending Hold, reflecting balanced growth prospects against near-term challenges.
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 →PepsiCo is one of the largest food and beverage companies globally. It makes, markets, and sells a slew of brands across the beverage and snack categories, including Pepsi, Mountain Dew, Gatorade, Doritos, Lays, and Ruffles. The firm uses a largely integrated go-to-market model, though it does leverage third-party bottlers, contract manufacturers, and distributors in certain markets. In addition to company-owned trademarks, Pepsi manufactures and distributes other brands through partnerships and joint ventures with companies such as Starbucks. The firm segments its operations into five primary geographies, with North America (comprising Frito-Lay North America, Quaker Foods North America, and North America beverages) constituting around 60% of consolidated revenue.
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