Core and Main Inc vs Toronto-Dominion Bank — how do they compare? Core and Main Inc trades at $44.82 (market cap $8.46B), while Toronto-Dominion Bank trades at $124.01 (market cap $198.63B). The key difference: Toronto-Dominion Bank is far larger — about 23.5× Core and Main Inc's market cap, and Toronto-Dominion Bank pays a 2.62% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| CNM | TD | |
|---|---|---|
Market Cap | $8.46B | $198.63B |
Sector | Technology | Financials |
52-Week High | $66.98 | $122.88 |
52-Week Low | $44.29 | $72.55 |
Enterprise Value | $10.76B | — |
Dividend Yield | — | 2.62% |
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.
TD trades at $120.63, up 0.08% today, with a bullish technical signal from moving averages and a consensus analyst price target of $153.00. The company has beaten EPS estimates for three consecutive quarters, with Q2 2026 results pending. Revenue grew to $61.28 billion in 2025, and net income margin improved to 33.51%. Recent news highlights strong Q2 2026 earnings and a dividend increase.
The outlook is positive, supported by earnings momentum, a high analyst buy rating (52.94%), and operational efficiency gains from AI. Key risks include volatile cash flows, high debt levels, and economic sensitivity. The stock offers a solid dividend and growth potential, but investors should monitor credit performance and interest rate impacts.
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 →Toronto-Dominion is one of Canada's two largest banks and operates three business segments: Canadian retail banking, U.S. retail banking, and wholesale banking. The bank's U.S. operations span from Maine to Florida, with a strong presence in the Northeast. It also has a 13% ownership stake in Charles Schwab.
Read more on TD →