Core and Main Inc vs Sea Limited — how do they compare? Core and Main Inc trades at $44.99 (market cap $8.46B), while Sea Limited trades at $114 (market cap $66.94B). The key difference: Sea Limited is far larger — about 7.9× Core and Main Inc's market cap, and Sea Limited is trading nearer its 52-week high, Core and Main Inc nearer its low. Which is the better fit depends on your goals.
| CNM | SE | |
|---|---|---|
Market Cap | $8.46B | $66.94B |
Sector | Technology | Media |
52-Week High | $66.98 | $196.50 |
52-Week Low | $44.29 | $78.16 |
Enterprise Value | $10.76B | $59.98B |
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.
SE trades at $110.66, down 0.43% on the day, with a bullish technical signal supported by moving averages. The company shows strong revenue growth, reaching $22.94B in 2025, and improving profitability with a net income margin of 6.36%. Recent earnings beat expectations in Q1 2026, but insider sales have drawn media attention. Cash flow turned positive in 2025 at $2.34B, reflecting operational strength.
Outlook remains positive with a consensus price target of $131, implying 18% upside. Risks include competitive pressures in Southeast Asia and execution on growth investments. Analyst sentiment is strongly bullish with 70% buy ratings, though high valuation multiples and recent insider selling warrant caution for near-term 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 →Sea Limited offers information technology services. The Company provides online personal computer and mobile digital content, e-commerce, and payment platforms. Sea serves customers worldwide.
Read more on SE →