Consolidated Edison, Inc. vs PepsiCo, Inc. — how do they compare? Consolidated Edison, Inc. trades at $111.71 (market cap $40.65B), while PepsiCo, Inc. trades at $138.46 (market cap $184.81B). The key difference: PepsiCo, Inc. is far larger — about 4.5× Consolidated Edison, Inc.'s market cap, and PepsiCo, Inc. pays the higher dividend (4.37%). Which is the better fit depends on your goals.
| ED | PEP | |
|---|---|---|
Market Cap | $40.65B | $184.81B |
Sector | Utilities | Consumer Staples |
52-Week High | $115.46 | $170.44 |
52-Week Low | $95.37 | $135.35 |
Enterprise Value | $67.68B | $227.30B |
Dividend Yield | 3.15% | 4.37% |
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.
PepsiCo (PEP) trades at $138.27, up 2.08% on the day, with technical indicators showing bearish momentum despite recent earnings beats. The company reported Q2 2026 EPS of $2.20, beating expectations of $2.19, continuing a trend of positive earnings surprises. Fundamentals show strong profitability with a 10.78% net margin and 51.59% ROE, though revenue growth remains modest at 2.2% year-over-year. Recent news highlights price cuts on snacks following consumer resistance to high prices, while institutional investors continue adjusting positions ahead of Q3 earnings.
PEP presents a mixed investment case with strong profitability metrics and consistent dividend payments offset by modest growth and pricing challenges. The consensus price target of $159.27 suggests 15% upside potential, supported by 33% analyst buy ratings. Key risks include consumer price sensitivity, North American market recovery uncertainty, and elevated debt levels at 45.85% of assets. The upcoming Q3 earnings report on April 17 will be critical for confirming the turnaround narrative.
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 →PepsiCo is one of the largest food and beverage companies globally. It makes, markets, and sells a slew of brands across the beverage and snack categories, including Pepsi, Mountain Dew, Gatorade, Doritos, Lays, and Ruffles. The firm uses a largely integrated go-to-market model, though it does leverage third-party bottlers, contract manufacturers, and distributors in certain markets. In addition to company-owned trademarks, Pepsi manufactures and distributes other brands through partnerships and joint ventures with companies such as Starbucks. The firm segments its operations into five primary geographies, with North America (comprising Frito-Lay North America, Quaker Foods North America, and North America beverages) constituting around 60% of consolidated revenue.
Read more on PEP →