Consolidated Edison, Inc. vs Monolithic Power Systems Inc — how do they compare? Consolidated Edison, Inc. trades at $107.5 (market cap $39.31B), while Monolithic Power Systems Inc trades at $1,410 (market cap $67.87B). The key difference: Monolithic Power Systems Inc is the larger of the two by market cap, and Consolidated Edison, Inc. pays the higher dividend (3.3%). Which is the better fit depends on your goals.
| ED | MPWR | |
|---|---|---|
Market Cap | $39.31B | $67.87B |
Sector | Utilities | Utilities |
52-Week High | $115.46 | $1.69K |
52-Week Low | $95.37 | $820.74 |
Enterprise Value | $66.16B | $66.48B |
Dividend Yield | 3.3% | 0.58% |
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.
Monolithic Power Systems (MPWR) trades at $1,401.54, up 3.12% today, reflecting strong momentum after recent earnings beats. The stock exhibits a bullish technical trend, supported by robust fundamentals including 24.5% net income margin and 21.98% ROE. Recent Q2 2026 results showed EPS of $6.50, exceeding estimates, with revenue growth driven by AI infrastructure demand. Analyst sentiment remains overwhelmingly positive with 88% buy ratings.
The outlook for MPWR is favorable due to accelerating AI-driven revenue and expanding margins, though high valuation multiples (P/E 84.26) pose a risk if growth slows. Investor optimism is tempered by potential overvaluation and sensitivity to tech sector volatility. The consensus price target of $1,870 suggests upside, but execution risks and competitive pressures warrant caution.
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 →Monolithic Power Systems, Inc. is a global leader in high-performance, analog, and mixed-signal semiconductors. The company specializes in power management solutions, providing integrated circuits (ICs) for a wide range of applications, including computing, automotive, industrial, and communications. MPWR's proprietary process technology is designed to deliver highly energy-efficient and compact power solutions, positioning the company as a key supplier for the next generation of electronic devices.
Read more on MPWR →