Consolidated Edison, Inc. vs Expeditors International of Wshngtn Inc — how do they compare? Consolidated Edison, Inc. trades at $107.55 (market cap $39.31B), while Expeditors International of Wshngtn Inc trades at $177.4 (market cap $23.27B). The key difference: Consolidated Edison, Inc. is the larger of the two by market cap, and Consolidated Edison, Inc. pays the higher dividend (3.3%). Which is the better fit depends on your goals.
| ED | EXPD | |
|---|---|---|
Market Cap | $39.31B | $23.27B |
Sector | Utilities | Industrials |
52-Week High | $115.46 | $182.80 |
52-Week Low | $95.37 | $113.13 |
Enterprise Value | $66.16B | $22.80B |
Dividend Yield | 3.3% | 0.91% |
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.
EXPD trades at $178.71, up 0.08% on the day, with a bullish technical signal and strong recent earnings beats. The stock is near its pivot point of $179, with support at $177 and resistance at $181. Revenue grew to $11.07B in 2025, with net income of $810.33M and a robust ROE of 42.6%. Recent Q2 2026 EPS of $2.03 beat estimates by 20%, driven by airfreight and customs strength.
Outlook is mixed; strong profitability and earnings momentum support upside toward the $181.14 consensus target, but analyst sentiment is cautious with 63.6% Hold ratings. Risks include ocean freight contraction and unsustainable growth from tariff policies. The stock offers a dividend but faces macroeconomic and competitive pressures.
Trailing returns across standard periods
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 →Expeditors International of Washington is a non-asset-based third-party logistics provider, mainly focused on international freight forwarding. It employs sophisticated IT systems and contracts with airlines and ocean carriers to move customers' freight across the globe. The firm operates more than 200 full-service office locations worldwide, in addition to numerous satellite locations. In 2021, Expeditors derived 38% of consolidated net revenue from airfreight, 27% from ocean freight, and 35% from customs brokerage and other services.
Read more on EXPD →