Consolidated Edison, Inc. vs EPR Properties — how do they compare? Consolidated Edison, Inc. trades at $107.5 (market cap $39.31B), while EPR Properties trades at $60 (market cap $4.63B). The key difference: Consolidated Edison, Inc. is far larger — about 8.5× EPR Properties's market cap, and EPR Properties pays the higher dividend (6.16%). Which is the better fit depends on your goals.
| ED | EPR | |
|---|---|---|
Market Cap | $39.31B | $4.63B |
Sector | Utilities | Real Estate |
52-Week High | $115.46 | $64.32 |
52-Week Low | $95.37 | $48.71 |
Enterprise Value | $66.16B | $8.14B |
Dividend Yield | 3.3% | 6.16% |
Signals from Pluang's Aura AI — not financial advice
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.
EPR Properties trades at $62.20, up 1.4% today, with a neutral technical signal and mixed earnings history including a recent Q2 2026 beat. The company shows strong profitability with a 91.41% gross margin and raised 2026 FFO guidance, supported by a new $1.6 billion credit facility announced on July 20, 2026. Key resistance is at $63, with support at $61.
Outlook is cautiously positive given analyst consensus of $65.30 price target and dividend stability, but risks include declining net income margins and high valuation multiples. Investment appeal hinges on execution of acquisition strategy amid economic sensitivity.
Trailing returns across standard periods
Latest headlines on both assets
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 →EPR Properties is a REIT specializing in experiential real estate, including movie theaters and leisure destinations like ski resorts and water parks across the US and Canada.
Read more on EPR →