Consolidated Edison, Inc. vs Tapestry, Inc. — how do they compare? Consolidated Edison, Inc. trades at $111.94 (market cap $40.65B), while Tapestry, Inc. trades at $143.03 (market cap $28.34B). The key difference: Consolidated Edison, Inc. 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 | TPR | |
|---|---|---|
Market Cap | $40.65B | $28.34B |
Sector | Utilities | Consumer Cyclical |
52-Week High | $115.46 | $160.49 |
52-Week Low | $95.37 | $95.69 |
Enterprise Value | $67.68B | $31.19B |
Dividend Yield | 3.15% | 1.14% |
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.
TPR stock trades at $143.67, up 6.14% today, with a bearish technical signal from moving averages but neutral oscillators. The company reported revenue of $7.01B in 2025 with net income of $183.20M, though margins compressed from prior years. Recent quarters show consistent earnings beats, and analyst sentiment remains strongly positive with a consensus price target of $184.14. Cash flow trends indicate volatility, with 2025 net cash flow negative $5.02B due to financing activities.
Outlook: Strong buy ratings and earnings momentum support upside potential, but elevated valuation ratios and technical bearishness pose near-term risks. Key opportunities include digital growth and brand strength, while risks involve margin pressure and high debt levels. Investors should weigh robust analyst confidence against fundamental headwinds for balanced positioning.
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 →Coach, Kate Spade, and Stuart Weitzman are the fashion and accessory brands that comprise Tapestry. The firm's products are sold through about 1,400 company-operated stores, wholesale channels, and e-commerce in North America (67% of fiscal 2022 sales), Europe, Asia (28% of fiscal 2022 sales), and elsewhere. Coach (74% of fiscal 2022 sales) is best known for affordable luxury leather products. Kate Spade (22% of fiscal 2022 sales) is known for colorful patterns and graphics. Women's handbags and accessories produced 69% of Tapestry's sales in fiscal 2022. Stuart Weitzman, Tapestry's smallest brand, generates nearly all its revenue from women's footwear.
Read more on TPR →