Consolidated Edison, Inc. vs Fabrinet — how do they compare? Consolidated Edison, Inc. trades at $111.94 (market cap $40.65B), while Fabrinet trades at $461.64 (market cap $17.44B). The key difference: Consolidated Edison, Inc. is far larger — about 2.3× Fabrinet's market cap, and Consolidated Edison, Inc. pays a 3.15% dividend while Fabrinet pays none. Which is the better fit depends on your goals.
| ED | FN | |
|---|---|---|
Market Cap | $40.65B | $17.44B |
Sector | Utilities | Technology |
52-Week High | $115.46 | $746.47 |
52-Week Low | $95.37 | $277.04 |
Enterprise Value | $67.68B | $16.50B |
Dividend Yield | 3.15% | — |
Signals from Pluang's Aura AI — not financial advice
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Fabrinet (FN) trades at $460.16, down 4.69% with a bearish technical signal despite strong fundamentals. The company reported consistent earnings beats with Q1 2026 EPS of $3.72 exceeding expectations, driven by 39% YoY revenue growth in optical communications. Analyst consensus remains strongly bullish with 18 buy ratings and a $733 price target, though technical indicators show selling pressure with support at $448.
The outlook remains positive given Fabrinet's strategic position in AI infrastructure and optical communications, with projected revenue growth to $4.2B in 2026. Key risks include premium valuation multiples and supply chain constraints, but the debt-free balance sheet and expanding margins support long-term growth potential in the AI-driven data center market.
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 →Fabrinet provides advanced optical and electromechanical manufacturing services to original equipment manufacturers. It specializes in complex products for telecom, automotive, and medical industries.
Read more on FN →