Compare Consolidated Edison, Inc. (ED) vs Lam Research Corporation (LRCX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Consolidated Edison, Inc. vs Lam Research Corporation — how do they compare? Consolidated Edison, Inc. trades at $111.15 (market cap $40.65B), while Lam Research Corporation trades at $326.46 (market cap $419.48B). The key difference: Lam Research Corporation is far larger — about 10.3× Consolidated Edison, Inc.'s market cap, and Consolidated Edison, Inc. pays the higher dividend (3.15%). Which is the better fit depends on your goals.
| ED | LRCX | |
|---|---|---|
Market Cap | $40.65B | $419.48B |
Sector | Utilities | Technology |
52-Week High | $115.46 | $433.33 |
52-Week Low | $95.37 | $94.84 |
Enterprise Value | $67.68B | $418.46B |
Dividend Yield | 3.15% | 0.31% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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.
Lam Research (LRCX) trades at $346.10, up 4.9% in the last session, reflecting strong momentum in semiconductor equipment stocks. The stock exhibits bullish technical signals with support at $340 and resistance at $350. Fundamentally, the company reported revenue of $18.44B and net income of $5.36B in 2025, with a robust net margin of 30.94%. Recent quarterly earnings consistently beat expectations, and analyst consensus remains overwhelmingly positive with a $393 price target. The company benefits from AI-driven demand for advanced chip fabrication equipment.
The outlook for LRCX is positive, driven by secular growth in AI and high-performance computing, which fuels demand for its wafer fabrication equipment. Investment opportunities include continued market share gains and margin expansion. Key risks include cyclical semiconductor capital expenditure downturns, intense competition from peers like Applied Materials, and a premium valuation (P/E of 63.41) that leaves the stock vulnerable to multiple compression if growth expectations moderate.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Consolidated Edison, Inc.
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 →About Lam Research Corporation
Lam Research manufactures equipment used to fabricate semiconductors. The firm is focused on the etching, deposition, and clean markets, which are key steps in the semiconductor manufacturing process, especially for 3D NAND flash storage, advanced DRAM, and leading-edge logic/foundry chipmakers. Lam's flagship Kiyo, Vector, and Sabre products are sold in all major geographies to key customers such as Samsung Electronics, Micron, Intel, and Taiwan Semiconductor Manufacturing.
Read more on LRCX →
