Aspen Aerogels Inc vs Consolidated Edison, Inc. — how do they compare? Aspen Aerogels Inc trades at $5.14 (market cap $427.65M), while Consolidated Edison, Inc. trades at $111.69 (market cap $40.95B). The key difference: Consolidated Edison, Inc. is far larger — about 95.8× Aspen Aerogels Inc's market cap, and Consolidated Edison, Inc. pays a 3.13% dividend while Aspen Aerogels Inc pays none. Which is the better fit depends on your goals.
| ASPN | ED | |
|---|---|---|
Market Cap | $427.65M | $40.95B |
Sector | Technology | Utilities |
52-Week High | $8.82 | $115.46 |
52-Week Low | $2.57 | $95.37 |
Enterprise Value | $382.60M | $67.98B |
Dividend Yield | — | 3.13% |
Signals from Pluang's Aura AI — not financial advice
ASPN trades at $5.16, down 1.53% on the day, with a bearish technical signal despite oversold RSI readings. The company reported a Q1 2026 loss of $0.28 per share, missing estimates, but revenue beat expectations. Recent news includes a 2025 Supplier of the Year award from General Motors and the staged restart of its East Providence facility. Financials show significant net losses but improving cash flow trends into 2026.
Outlook remains challenging with persistent losses and negative margins, though analyst consensus is strongly bullish (83% buy ratings). Key risks include execution on facility restarts and EV demand volatility. The stock offers high-risk growth potential if operational improvements and electrification trends accelerate profitability.
Consolidated Edison (ED) trades at $111.12, up 0.76% on the day, with a bullish technical signal from moving averages and support near $110. The company reported revenue of $16.92B in 2025 with a net income margin of 12.52%, though Q1 2026 EPS missed expectations. Recent news highlights grid upgrades for AI data center demand and a new board member appointment, reinforcing its steady utility profile.
ED offers a defensive investment with a 3.3% dividend yield and 52-year growth streak, but faces risks from capital-intensive grid expansions and interest rate sensitivity. Analyst consensus is cautious with a $103.50 price target below current levels, suggesting limited near-term upside amid high hold ratings.
Trailing returns across standard periods
Aspen Aerogels is an aerogel technology company that designs high-performance insulation. Its products are used in energy infrastructure and electric vehicles to provide thermal management and fire protection.
Read more on ASPN →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 →