Applied Materials, Inc. vs Consolidated Edison, Inc. — how do they compare? Applied Materials, Inc. trades at $541.77 (market cap $417.31B), while Consolidated Edison, Inc. trades at $107.5 (market cap $39.76B). The key difference: Applied Materials, Inc. is far larger — about 10.5× Consolidated Edison, Inc.'s market cap, and Consolidated Edison, Inc. pays the higher dividend (3.27%). Which is the better fit depends on your goals.
| AMAT | ED | |
|---|---|---|
Market Cap | $417.31B | $39.76B |
Sector | Technology | Utilities |
52-Week High | $723.00 | $115.46 |
52-Week Low | $156.25 | $95.37 |
Enterprise Value | $416.34B | $66.61B |
Dividend Yield | 0.4% | 3.27% |
Signals from Pluang's Aura AI — not financial advice
Applied Materials (AMAT) trades at $525.61, down 2.51% on the day, amid a neutral technical signal with key support at $510 and resistance at $546. The company shows strong fundamentals with a 29.31% net income margin and consistent earnings beats, including Q1 2026 EPS of $2.86 versus $2.68 expected. Recent news highlights CEO Gary Dickerson's optimism on AI-driven semiconductor demand, calling it the 'greatest time in the history of the industry' (CNBC, 2026-05-28).
Outlook remains positive with a consensus price target of $662.82, implying 26% upside, supported by 76.9% analyst buy ratings. Risks include high valuation multiples like a P/E of 49.12 and cyclical semiconductor equipment demand. The stock offers growth exposure to AI infrastructure but faces volatility from tech sector shifts.
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Trailing returns across standard periods
Latest headlines on both assets
Applied Materials is the world's largest supplier of semiconductor manufacturing equipment, providing materials engineering solutions to help make nearly every chip in the world. The firm's systems are used in nearly every major process step with the exception of lithography. Key tools include those for chemical and physical vapor deposition, etching, chemical mechanical polishing, wafer- and reticle-inspection, critical dimension measurement, and defect-inspection scanning electron microscopes.
Read more on AMAT →Con Ed is a holding company for Consolidated Edison of New York, or CECONY, and Orange & Rockland, or O&R. These utilities provide steam, natural gas, and electricity to customers in southeastern New York—including New York City—and small parts of New Jersey. The two utilities will generate nearly all of Con Ed's earnings once it closes the sale of its clean energy business to RWE. Con Ed's clean energy business owns the second-largest portfolio of utility-scale solar projects in the U.S. Following the sale, Con Ed's only non-utility earnings will come from investments in gas and electric transmission.
Read more on ED →