Consolidated Edison, Inc. vs International Business Machines Corp — how do they compare? Consolidated Edison, Inc. trades at $110.01 (market cap $40.65B), while International Business Machines Corp trades at $210.45 (market cap $198.50B). The key difference: International Business Machines Corp is far larger — about 4.9× Consolidated Edison, Inc.'s market cap, and International Business Machines Corp pays the higher dividend (3.2%). Which is the better fit depends on your goals.
| ED | IBM | |
|---|---|---|
Market Cap | $40.65B | $198.50B |
Sector | Utilities | Technology |
52-Week High | $115.46 | $329.23 |
52-Week Low | $95.37 | $211.20 |
Enterprise Value | $67.68B | $256.52B |
Dividend Yield | 3.15% | 3.2% |
Volume | — | 4,481,527 |
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IBM shares plunged 25% to $217.07 following a preliminary Q2 earnings warning, marking one of the worst single-day declines in company history. Despite strong profitability metrics including 15.61% net margin and 35.93% ROE, the stock trades at a P/E of 18.69 with bearish technical indicators. Recent earnings beats in Q3 2025 through Q1 2026 contrast with current sentiment as AI spending concerns and software demand weakness weigh on investor confidence.
The stock presents a contrarian opportunity with analyst consensus target of $310.21 representing 43% upside, though near-term volatility remains elevated. Key risks include ongoing AI market transitions, enterprise spending shifts, and potential securities investigations while the company's strong cash flow generation and dividend yield provide fundamental support.
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 →International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Read more on IBM →