Consolidated Edison, Inc. vs GXO Logistics Inc — how do they compare? Consolidated Edison, Inc. trades at $111.56 (market cap $40.65B), while GXO Logistics Inc trades at $53.74 (market cap $6.02B). The key difference: Consolidated Edison, Inc. is far larger — about 6.8× GXO Logistics Inc's market cap, and Consolidated Edison, Inc. pays a 3.15% dividend while GXO Logistics Inc pays none. Which is the better fit depends on your goals.
| ED | GXO | |
|---|---|---|
Market Cap | $40.65B | $6.02B |
Sector | Utilities | Industrials |
52-Week High | $115.46 | $65.59 |
52-Week Low | $95.37 | $45.52 |
Enterprise Value | $67.68B | $11.18B |
Dividend Yield | 3.15% | — |
Signals from Pluang's Aura AI — not financial advice
Con Edison (ED) trades at $111.94, showing modest daily gains. The stock exhibits a bullish technical trend with strong moving average signals, while recent earnings have been mixed with a Q1 2026 miss. Revenue growth is steady, supported by a 12.52% net income margin and a reasonable P/E of 18.6. Recent news highlights grid upgrades and electric fleet expansions, aligning with rising power demand trends.
ED offers stable income with a solid dividend history but faces risks from high debt levels and capital expenditure demands. Analyst consensus is cautious, with a hold-heavy rating and a price target below the current price, suggesting limited near-term upside amid macroeconomic and regulatory pressures.
GXO Logistics (GXO) trades at $53.69, up 8.09% in the last session, with a bullish technical signal and strong analyst support. The company has consistently beaten earnings estimates in recent quarters, including Q1 2026, and reported Q1 2026 revenue growth of 10.8% year-over-year. Positive news includes new partnership renewals and an upcoming Investor Day, reinforcing its position as the world's largest pure-play contract logistics provider.
The outlook is positive, with a consensus price target of $66.60 implying significant upside. Investment opportunities stem from operational growth and strategic focus on high-margin sectors, but risks include competitive pressures from Amazon and reliance on the retail sector. Earnings on August 5, 2026, will be a key catalyst.
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 →GXO is the world's largest pure-play contract logistics provider. It offers cutting-edge supply chain solutions, including automated warehousing and fulfillment, for global blue-chip companies.
Read more on GXO →