Consolidated Edison, Inc. vs Samsara Inc — how do they compare? Consolidated Edison, Inc. trades at $107.55 (market cap $39.31B), while Samsara Inc trades at $40.49 (market cap $23.23B). The key difference: Consolidated Edison, Inc. is the larger of the two by market cap, and Consolidated Edison, Inc. pays a 3.3% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| ED | IOT | |
|---|---|---|
Market Cap | $39.31B | $23.23B |
Sector | Utilities | Technology |
52-Week High | $115.46 | $45.22 |
52-Week Low | $95.37 | $24.25 |
Enterprise Value | $66.16B | $22.49B |
Dividend Yield | 3.3% | — |
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.
Samsara (IOT) trades at $40.88, up 6.96% in the last session, with a bullish technical signal from moving averages. The company reported revenue of $1.25B in 2025 but a net loss of $154.91M, though it has beaten EPS estimates for three consecutive quarters. Analyst sentiment is strongly positive, with 14 of 18 analysts rating it a Buy and a consensus price target of $44.50. Recent news highlights institutional buying and the company's focus on AI-driven growth.
The outlook is optimistic due to strong analyst support and consistent earnings beats, but risks include high valuation multiples and ongoing profitability challenges. Investors should weigh the growth potential in AI and connected operations against the current negative net income and elevated P/E ratio of 398.6.
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 →Samsara provides a connected operations cloud that uses IoT data to help businesses improve efficiency and safety. Its platform offers real-time visibility for fleet management, equipment monitoring, and industrial sites.
Read more on IOT →