Consolidated Edison, Inc. vs Vistra Corp — how do they compare? Consolidated Edison, Inc. trades at $111.71 (market cap $40.65B), while Vistra Corp trades at $150.41 (market cap $54.03B). The key difference: Vistra Corp 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 | VST | |
|---|---|---|
Market Cap | $40.65B | $54.03B |
Sector | Utilities | Technology |
52-Week High | $115.46 | $217.92 |
52-Week Low | $95.37 | $134.71 |
Enterprise Value | $67.68B | $75.78B |
Dividend Yield | 3.15% | 0.57% |
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.
Vistra Corp. (VST) trades at $152.50, down 3.74% amid broader market volatility, but maintains strong analyst support with a 90.91% buy rating. The stock shows bullish technical signals with support at $148 and resistance at $165, while fundamentals reveal robust profitability with 11.52% net income margin and 74.92% ROE. Recent earnings beat expectations in Q1 2026, and the company benefits from long-term power purchase agreements with major tech firms.
Outlook remains positive given Vistra's strategic focus on renewables and AI-driven power demand, though investors face risks from power-price volatility and high debt. The consensus price target of $253.00 implies significant upside potential, supported by institutional confidence and resilient cash flow trends.
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 →Vistra is a leading integrated retail electricity and power generation company that serves as a critical infrastructure provider for the digital economy. It operates a diversified portfolio of zero-carbon nuclear and renewable assets alongside a massive, flexible natural gas fleet, positioning it as an indispensable partner for energy-intensive AI data centers and industrial electrification.
Read more on VST →