Compare Consolidated Edison, Inc. (ED) vs Sunrun Inc (RUN) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Consolidated Edison, Inc. vs Sunrun Inc — how do they compare? Consolidated Edison, Inc. trades at $111.9 (market cap $40.65B), while Sunrun Inc trades at $12.01 (market cap $3.05B). The key difference: Consolidated Edison, Inc. is far larger — about 13.3× Sunrun Inc's market cap, and Consolidated Edison, Inc. pays a 3.15% dividend while Sunrun Inc pays none. Which is the better fit depends on your goals.
| ED | RUN | |
|---|---|---|
Market Cap | $40.65B | $3.05B |
Sector | Utilities | Technology |
52-Week High | $115.46 | $21.41 |
52-Week Low | $95.37 | $9.07 |
Enterprise Value | $67.68B | $17.24B |
Dividend Yield | 3.15% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
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.
Sunrun (RUN) trades at $12.08, down 5.48% today, with a bearish technical signal. The stock shows strong fundamental valuation with a P/E of 6 and P/B of 0.91, while recent earnings consistently beat estimates. Positive news includes a major virtual power plant partnership with Tesla and Renew Home announced June 24, 2026, and a customer service award on July 16, 2026.
The outlook is mixed: analyst consensus is bullish with a $16.27 price target, but negative operating cash flow and high debt-to-asset ratio of 70.76% pose risks. The upcoming Q2 2026 earnings report on August 5, 2026, is a key catalyst for near-term direction.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Consolidated Edison, Inc.
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 →About Sunrun Inc
Sunrun Inc. is one of the largest residential solar, battery storage, and energy services companies in the United States. The company provides solar panel installations, battery backup systems, and energy management solutions to homeowners. Sunrun primarily uses a solar-as-a-service model, offering customers solar leases and power purchase agreements (PPAs), which allow homeowners to adopt solar energy with little to no upfront cost. The company's mission is to create a planet run by the sun.
Read more on RUN →
