Consolidated Edison, Inc. vs iShares Semiconductor ETF — how do they compare? Consolidated Edison, Inc. trades at $106.11 (market cap $39.20B), while iShares Semiconductor ETF trades at $571.5 (market cap $48.19B). The key difference: iShares Semiconductor ETF is the larger of the two by market cap, and Consolidated Edison, Inc. pays a 3.31% dividend while iShares Semiconductor ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Consolidated Edison, Inc. for 75 Days and iShares Semiconductor ETF for 46 Days on average.
| ED | SOXX | |
|---|---|---|
Market Cap | $39.20B | $48.19B |
Volume | 2,142,900 | 10,257,578 |
Sector | Utilities | Sector/Thematic |
52-Week High | $115.46 | $655.01 |
52-Week Low | $95.37 | $268.10 |
Typical Hold Time | 75 Days | 46 Days |
Enterprise Value | $66.05B | — |
Dividend Yield | 3.31% | — |
Signals from Pluang's Aura AI — not financial advice
Consolidated Edison (ED) trades at $104.65, down 0.45% on the day, with a mixed technical outlook showing a bullish overall signal but bearish moving averages. The company reported revenue of $16.92B and net income of $2.02B for 2025, with a net margin of 11.95%. Recent earnings have been mixed, with a beat in Q2 2026 but a miss in Q1 2026. The stock is supported by a strong dividend history, with a recent $0.89 dividend declared for H2 2026, and positive news highlighting its economic impact in New York and involvement in electric bus infrastructure.
The outlook for ED is cautiously optimistic, with a consensus price target of $106.33 suggesting modest upside. Strengths include stable cash flow, a solid dividend, and strategic investments in infrastructure. Key risks involve fluctuating earnings, high debt levels, and regulatory pressures. Analyst sentiment is predominantly neutral, with 62.96% hold ratings, indicating a wait-and-see approach amid evolving utility sector dynamics.
SOXX trades at $582.94, down 1.1% today but maintains a bullish technical stance with strong moving average support. The semiconductor ETF benefits from AI-driven demand, with recent news highlighting sector gains and positive earnings momentum. However, high valuations and Michael Burry's expanded short position signal caution amid the AI boom.
Outlook remains positive due to structural AI growth, but risks include valuation concerns and sector concentration. Earnings growth supports further upside, though macroeconomic conditions and competitive pressures could temper returns. Investors should balance optimism with prudent risk management.
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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 →SOXX provides investors with exposure to U.S. companies that design, manufacture, and distribute semiconductors. It tracks the ICE Semiconductor Index, offering a targeted investment in the technology sector's foundational components, including firms that produce chips, related equipment, and services. SOXX is a key vehicle for investors seeking to capitalize on trends in artificial intelligence, 5G, and other technologies that rely heavily on advanced semiconductor technology.
Read more on SOXX →