Core and Main Inc vs Shopify Inc. — how do they compare? Core and Main Inc trades at $44.86 (market cap $8.46B), while Shopify Inc. trades at $124.52 (market cap $163.09B). The key difference: Shopify Inc. is far larger — about 19.3× Core and Main Inc's market cap, and Shopify Inc. is trading nearer its 52-week high, Core and Main Inc nearer its low. Which is the better fit depends on your goals.
| CNM | SHOP | |
|---|---|---|
Market Cap | $8.46B | $163.09B |
Sector | Technology | Technology |
52-Week High | $66.98 | $179.01 |
52-Week Low | $44.29 | $95.40 |
Enterprise Value | $10.76B | $157.53B |
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.
Shopify (SHOP) trades at $124.74, up 1.8% today, with a bullish technical outlook and strong analyst support. The stock shows robust revenue growth, reaching $11.56B in 2025, though valuation multiples like P/E of 122.29 remain elevated. Recent news highlights AI-driven commerce upgrades and a consensus price target of $150.08, indicating potential upside from current levels.
Outlook is positive with accelerating operating cash flow and AI expansion opportunities, but high valuations and competitive pressures pose risks. Institutional sentiment is strongly bullish, with 66.7% buy ratings, though investors should monitor earnings consistency after a recent miss.
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →