Consolidated Edison, Inc. vs Lumen Technologies Inc — how do they compare? Consolidated Edison, Inc. trades at $107.62 (market cap $39.76B), while Lumen Technologies Inc trades at $6.39 (market cap $6.58B). The key difference: Consolidated Edison, Inc. is far larger — about 6× Lumen Technologies Inc's market cap, and Consolidated Edison, Inc. pays a 3.27% dividend while Lumen Technologies Inc pays none. Which is the better fit depends on your goals.
| ED | LUMN | |
|---|---|---|
Market Cap | $39.76B | $6.58B |
Sector | Utilities | Media |
52-Week High | $115.46 | $11.83 |
52-Week Low | $95.37 | $3.95 |
Enterprise Value | $66.61B | $18.20B |
Dividend Yield | 3.27% | — |
Signals from Pluang's Aura AI — not financial advice
Consolidated Edison (ED) trades at $107.33, up 0.97% on the day, slightly above the consensus price target of $103.25. The stock shows a mixed technical picture with bearish moving averages but neutral oscillators, while fundamentals are stable with a P/E of 17.68, net income margin of 12.53%, and consistent dividends. Recent Q2 2026 earnings beat estimates with EPS of $0.83 versus $0.756 expected, though Q1 2026 missed expectations.
Outlook is cautious due to analyst sentiment favoring Hold (62.96%) and bearish technical signals, but the utility's regulated operations and mid-8% rate base growth support steady returns. Risks include high debt levels and interest rate sensitivity, while opportunities lie in grid upgrades for AI-driven power demand. The stock offers a defensive profile with a reliable dividend yield.
LUMN trades at $6.33, down 4.67% today, with a bearish technical signal and neutral oscillators. Revenue declined to $12.40B in 2025, with a net loss of $1.74B, though Q2 2026 earnings beat estimates. The company is shifting to digital services, with strategic revenues growing 14.1% in Q2 2026. High debt of $17.49B remains a concern, but positive cash flow from operations of $4.74B in 2025 supports liquidity.
Outlook is mixed: analyst consensus price target is $7.67 with a hold-heavy rating, indicating cautious optimism. Risks include persistent revenue declines and heavy debt load, but opportunities lie in digital transformation and AI-driven growth. CEO share purchases and institutional holdings suggest insider confidence amid challenges.
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 →With 450,000 route miles of fiber, including over 35,000 route miles of subsea fiber connecting Europe, Asia, and Latin America, Lumen Technologies is one of the United States' largest telecommunications carriers serving global enterprises. Its merger with Level 3 further shifted the company's operations toward businesses (over 70% of revenue) and away from its legacy consumer business. Lumen offers businesses a full menu of communications services, providing colocation and data center services, data transportation, and end-user phone and internet service. On the consumer side, Lumen provides broadband and phone service across 37 states, where it has 4.5 million broadband customers.
Read more on LUMN →