Consolidated Edison, Inc. vs USA Rare Earth Inc. Class A Common Stock — how do they compare? Consolidated Edison, Inc. trades at $109.55 (market cap $39.87B), while USA Rare Earth Inc. Class A Common Stock trades at $10.22 (market cap $4.23B). The key difference: Consolidated Edison, Inc. is far larger — about 9.4× USA Rare Earth Inc. Class A Common Stock's market cap, and Consolidated Edison, Inc. pays a 3.26% dividend while USA Rare Earth Inc. Class A Common Stock pays none. Which is the better fit depends on your goals — on Pluang, investors hold Consolidated Edison, Inc. for 76 Days and USA Rare Earth Inc. Class A Common Stock for 0 Days on average.
| ED | USAR | |
|---|---|---|
Market Cap | $39.87B | $4.23B |
Volume | 1,579,122 | 13,677,660 |
Sector | Utilities | Basic Materials |
52-Week High | $115.46 | $33.68 |
52-Week Low | $95.37 | $10.32 |
Typical Hold Time | 76 Days | 0 Days |
Enterprise Value | $66.72B | $2.70B |
Dividend Yield | 3.26% | — |
Signals from Pluang's Aura AI — not financial advice
Consolidated Edison (ED) trades at $109.60, up 2.24% with a bullish technical signal. The stock shows strong fundamentals with $16.92B revenue, 12.53% net margin, and consistent dividend payments. Recent earnings show mixed results with Q2 beat but Q1 miss. The company maintains solid cash flow generation of $4.8B from operations in 2025 while investing heavily in infrastructure.
ED presents a stable utility investment with moderate growth and reliable dividends, though analyst consensus leans heavily toward Hold (63%). Key risks include regulatory pressures and capital-intensive infrastructure demands. The current price sits above the $105.56 consensus target, suggesting limited near-term upside despite positive economic impact from New York operations.
USA Rare Earth (USAR) trades at $11.265, down 4.7% today and near its 52-week low, reflecting persistent sector pressure. The company shows severe financial strain with a net income margin of -2,159.3% and negative cash flow from operations, though analyst consensus remains unanimously bullish with a $34.57 price target. Recent news highlights strategic investments in a $1.2 billion South Carolina facility and a $2.8 billion Brazil acquisition to build a mine-to-magnet supply chain, positioning it for long-term growth amid U.S. critical mineral initiatives.
The stock presents high risk due to extreme losses and cash burn but offers speculative upside if government funding and project milestones materialize. Key risks include execution challenges, reliance on future financing, and sector volatility. Investors should weigh the bullish analyst outlook against the company's current financial instability and macroeconomic headwinds affecting rare earth markets.
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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 →USA Rare Earth is building an integrated rare earth and permanent magnet supply chain spanning mining, metal and alloy production, and magnet manufacturing, with assets including the Round Top heavy rare earth deposit in Texas, a magnet manufacturing facility in Stillwater, Oklahoma, and metal-and-alloy producer Less Common Metals.
Read more on USAR →