Consolidated Edison, Inc. vs STMicroelectronics NV — how do they compare? Consolidated Edison, Inc. trades at $112.01 (market cap $40.65B), while STMicroelectronics NV trades at $63.78 (market cap $59.83B). The key difference: STMicroelectronics NV is the larger of the two by market cap, and Consolidated Edison, Inc. pays the higher dividend (3.15%). Which is the better fit depends on your goals.
| ED | STM | |
|---|---|---|
Market Cap | $40.65B | $59.83B |
Sector | Utilities | Financials |
52-Week High | $115.46 | $79.91 |
52-Week Low | $95.37 | $21.20 |
Enterprise Value | $67.68B | $58.04B |
Dividend Yield | 3.15% | 0.53% |
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.
STM trades at $70.13, up 2.42% today, with a neutral technical signal and bullish moving averages. The stock shows mixed earnings performance with recent misses but maintains analyst optimism with a $72.33 consensus target. Revenue declined from $17.3B in 2023 to $11.8B in 2025, with net margins compressing to 1.19%, though cash flow improved to $555M. Recent news highlights AI partnerships with AWS and NVIDIA as potential growth catalysts.
Outlook remains cautiously optimistic given AI expansion opportunities, but elevated P/E of 423.44 and margin pressures present risks. The stock offers modest upside to consensus target with support from institutional buy ratings, though investors should monitor Q2 2026 earnings due soon against expectations of $0.26 EPS.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →