Compare Core and Main Inc (CNM) vs Tractor Supply Co (TSCO) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Core and Main Inc vs Tractor Supply Co — how do they compare? Core and Main Inc trades at $46.18 (market cap $8.73B), while Tractor Supply Co trades at $36.45 (market cap $18.39B). The key difference: Tractor Supply Co is far larger — about 2.1× Core and Main Inc's market cap, and Tractor Supply Co pays a 2.72% dividend while Core and Main Inc pays none. Which is the better fit depends on your goals.
| CNM | TSCO | |
|---|---|---|
Market Cap | $8.73B | $18.39B |
Sector | Technology | Consumer Cyclical |
52-Week High | $66.98 | $62.65 |
52-Week Low | $42.37 | $29.14 |
Enterprise Value | $11.02B | $24.70B |
Dividend Yield | — | 2.72% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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.
TSCO trades at $36.45, up 5.29% on the day, with a bullish technical signal and strong profitability metrics including a 39.51% ROE. Recent earnings have missed expectations, but the company maintains stable revenue growth and announced strategic initiatives like pet assortment expansion and seasonal events to drive engagement.
The outlook is mixed: valuation appears reasonable with a P/E of 18.38, and insider buying signals confidence, but near-term headwinds include soft discretionary demand and cost pressures. Risks involve execution of turnaround efforts amid economic sensitivity, while analyst consensus leans neutral with a $36.29 price target.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Core and Main Inc
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 →About Tractor Supply Co
Tractor Supply is the largest operator of retail farm and ranch stores in the United States. The company targets recreational farmers and ranchers and has little exposure to commercial and industrial farm operations. Currently, the company operates 2,016 of its namesake banners in 49 states and 178 Petsense stores. Stores are typically located in towns outside of urban areas and in rural communities. In fiscal 2021, revenue consisted primarily of livestock and pet (47%), hardware, tools, and truck (21%), and seasonal gift and toy (21%).
Read more on TSCO →
