American Superconductor Corporation vs Consolidated Edison, Inc. — how do they compare? American Superconductor Corporation trades at $32.66 (market cap $1.50B), while Consolidated Edison, Inc. trades at $107.5 (market cap $39.31B). The key difference: Consolidated Edison, Inc. is far larger — about 26.2× American Superconductor Corporation's market cap, and Consolidated Edison, Inc. pays a 3.3% dividend while American Superconductor Corporation pays none. Which is the better fit depends on your goals.
| AMSC | ED | |
|---|---|---|
Market Cap | $1.50B | $39.31B |
Sector | Technology | Utilities |
52-Week High | $66.68 | $115.46 |
52-Week Low | $25.95 | $95.37 |
Enterprise Value | $1.36B | $66.16B |
Dividend Yield | — | 3.3% |
Signals from Pluang's Aura AI — not financial advice
AMSC trades at $32.77, down 0.41% with bearish technical signals including RSI overbought conditions and negative cash flow trends. The company reported strong revenue growth of 30% year-over-year in Q1 2026 to $94.1 million but faces margin pressure, with earnings missing estimates. Record orders above $130 million and a $400 million backlog provide visibility, though valuation metrics show mixed signals with a reasonable P/E of 10.06 but elevated EV/EBITDA of 63.13.
Outlook remains cautiously optimistic given strong order pipeline and exposure to energy infrastructure growth, particularly in grid solutions and data center markets. Key risks include margin compression from cost pressures and execution challenges in integrating recent growth. Analyst consensus leans bullish with 53% buy ratings, but investors should monitor Q3 earnings delivery and cash flow improvement for sustained upside.
Consolidated Edison (ED) trades at $107.98, down 0.89% on the day, with mixed technical signals showing bearish moving averages but neutral oscillators. The utility reported strong Q2 2026 earnings of $0.83 per share, beating estimates, with revenue growth driven by higher electric and gas rates. Analyst consensus remains cautious with 63% hold ratings and a $103.25 price target below current levels. The company maintains stable dividends and benefits from regulated monopoly positioning in New York.
ED offers defensive utility exposure with predictable cash flows and a 3.2% dividend yield, supported by mid-8% rate base growth and 9.4% allowed ROE through 2029. However, high debt levels ($27.3B total debt), capital-intensive grid upgrades, and regulatory risks present challenges. Current valuation at 17.8x P/E appears fair relative to earnings growth, making it suitable for income-focused investors seeking stability amid market volatility.
Trailing returns across standard periods
Latest headlines on both assets
AMSC provides energy technology solutions for smarter and cleaner power grids. It offers wind turbine electronic controls and advanced grid systems that enhance the reliability and efficiency of renewable energy networks.
Read more on AMSC →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 →