Consolidated Edison, Inc. vs MPLX LP — how do they compare? Consolidated Edison, Inc. trades at $107.85 (market cap $39.76B), while MPLX LP trades at $60.15 (market cap $60.12B). The key difference: MPLX LP is the larger of the two by market cap, and MPLX LP pays the higher dividend (7.26%). Which is the better fit depends on your goals.
| ED | MPLX | |
|---|---|---|
Market Cap | $39.76B | $60.12B |
Sector | Utilities | Technology |
52-Week High | $115.46 | $60.51 |
52-Week Low | $95.37 | $47.80 |
Enterprise Value | $66.61B | $85.22B |
Dividend Yield | 3.27% | 7.26% |
Signals from Pluang's Aura AI — not financial advice
Consolidated Edison (ED) trades at $106.3, down 1.56% today, near the consensus price target of $103.25. Recent Q2 2026 earnings beat estimates with EPS of $0.83, though Q1 missed. The stock shows a bearish technical trend with support at $105 and resistance at $108. Fundamentals are stable with 2025 revenue of $16.92B and net income margin of 12.53%, supported by consistent dividend payments.
ED offers steady income with a 3.2% dividend yield and regulated utility stability, but faces headwinds from high debt levels and mixed analyst sentiment (62.96% hold rating). Key risks include interest rate sensitivity and capital expenditure demands for grid upgrades. The stock suits defensive investors seeking reliable dividends amid moderate growth expectations.
MPLX trades at $59.75, up 1.79% today, with a bullish technical signal from moving averages and support near $59. The company reported strong 2025 results with $11.47B revenue and $4.91B net income, though Q1 and Q2 2026 EPS missed expectations. Recent news highlights a $2.25B senior notes offering (PRNewsWire, Aug 10, 2026) and solid Q2 performance driven by natural gas and NGL volume growth.
Outlook remains positive with a 67.86% analyst buy rating and $61.50 consensus price target, offering potential upside. Key opportunities include fee-based revenue stability and dividend growth, while risks involve higher capital spending and execution challenges on growth projects. The stock presents a balanced profile for income-focused investors.
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 →MPLX LP is a Master Limited Partnership (MLP) formed by Marathon Petroleum Corporation (MPC). It is a diversified, growth-oriented company primarily engaged in the gathering, processing, and transportation of natural gas and natural gas liquids (NGLs), as well as the transportation, storage, and distribution of crude oil and refined petroleum products. MPLX owns and operates a network of midstream energy infrastructure assets, providing essential services to the energy industry across the United States.
Read more on MPLX →