Core and Main Inc vs Shell PLC — how do they compare? Core and Main Inc trades at $46.18 (market cap $8.73B), while Shell PLC trades at $90.21 (market cap $250.44B). The key difference: Shell PLC is far larger — about 28.7× Core and Main Inc's market cap, and Shell PLC pays a 3.45% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| CNM | SHEL | |
|---|---|---|
Market Cap | $8.73B | $250.44B |
Sector | Technology | Energy |
52-Week High | $66.98 | $94.15 |
52-Week Low | $42.37 | $70.31 |
Enterprise Value | $11.02B | $292.14B |
Dividend Yield | — | 3.45% |
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.
SHEL trades at $90.12, up 0.19% today, with a bullish technical signal from moving averages and strong Q2 2026 earnings beating estimates. The stock shows attractive valuation metrics with a P/E of 10.01 and P/S of 0.88, supported by a 14.35% ROE and 8.76% net income margin. Recent news highlights oil price gains boosting energy stocks and Shell's strategic divestments, such as selling its European renewables unit to TotalEnergies.
Outlook remains positive due to discounted valuation, rising cash flow, and analyst consensus favoring buys with a $103.60 price target. Key risks include commodity price volatility, regulatory pressures, and execution challenges in energy transitions. The stock offers value with upside potential but requires monitoring of oil market dynamics and debt levels.
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 →Shell is an integrated oil and gas company that explores for, produces, and refines oil around the world. In 2021, it produced 1.7 million barrels of liquids and 8.7 billion cubic feet of natural gas per day. At year-end 2021, reserves stood at 9.2 billion barrels of oil equivalent, 50% of which consisted of liquids. Its production and reserves are in Europe, Asia, Oceania, Africa, and North and South America. The company operates refineries with capacity of 1.8 mmb/d located in the Americas, Asia, Africa, and Europe and sells 15 mtpa of chemicals. Its largest chemical plants, often integrated with its local refineries, are in Central Europe, China, Singapore, and North America.
Read more on SHEL →