Compare Consolidated Edison, Inc. (ED) vs ArcelorMittal SA (MT) Price & Performance

Consolidated Edison (ED) trades at $111.58, down 0.32% on the day, with a bullish technical signal and strong fundamental performance. The utility company reported Q3 and Q4 2025 earnings beats but missed Q1 2026 estimates, with Q2 2026 results due August 6. ED maintains solid profitability with 12.52% net income margin and $2.02B net income in 2025, supported by $4.8B operating cash flow. Recent news highlights grid upgrades for AI data center demand and electric school bus fleet expansion.

ED offers stable dividend income with a 3.3% yield and 52-year growth streak, but faces mixed analyst sentiment (62.96% hold rating) and consensus price target of $103.50 below current price. Key risks include rising interest expenses ($1.23B in 2025) and capital-intensive grid modernization. The stock presents value for income investors despite near-term execution challenges.

ArcelorMittal (MT) trades at $65.92, down 1.6% on the day, yet maintains a bullish technical outlook with strong moving average signals. The company shows improving fundamentals with three consecutive quarterly earnings beats and a net income margin of 4.71% for 2025. Recent positive catalysts include a share buyback program expansion and strategic AI collaboration with AWS to enhance operational efficiency and lower-carbon steel production.

The stock presents a value opportunity with a P/E of 17.7 and P/B below 1, supported by a 50% analyst buy rating. Key risks include declining revenue trends from $79.8B in 2022 to $61.4B in 2025 and heavy capital expenditures impacting cash flow. Near-term performance hinges on Q2 2026 earnings versus the $1.17 EPS expectation and steel demand stability amid economic uncertainties.