Core and Main Inc vs Sea Limited — how do they compare? Core and Main Inc trades at $46.18 (market cap $8.73B), while Sea Limited trades at $131.4 (market cap $80.55B). The key difference: Sea Limited is far larger — about 9.2× 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 | $8.73B | $80.55B |
Sector | Technology | Media |
52-Week High | $66.98 | $196.50 |
52-Week Low | $42.37 | $78.16 |
Enterprise Value | $11.02B | $75.58B |
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.
SE stock trades at $129.71, up 12.99% on strong Q2 2026 results, with revenue of $7.8 billion (up 48% year-over-year) and net income of $458 million (up 11%). The technical picture is bullish with moving averages supporting the uptrend, though RSI levels indicate overbought conditions. Fundamentals show robust revenue growth and improving profitability, with net income margin reaching 6.36% in 2025. Analyst sentiment remains positive with a consensus buy rating and $128.33 price target.
The outlook for SE is favorable given accelerating growth across e-commerce, fintech, and gaming segments, but risks include margin pressure from increased investments and credit costs. The stock's high valuation multiples (P/E of 50.78) require sustained execution to justify further gains. Near-term resistance lies at $133, with support at $128.
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 →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 →