Consolidated Edison, Inc. vs Materials Select Sector SPDR Fund — how do they compare? Consolidated Edison, Inc. trades at $106.11 (market cap $39.20B), while Materials Select Sector SPDR Fund trades at $49.23 (market cap $7.73B). The key difference: Consolidated Edison, Inc. is far larger — about 5.1× Materials Select Sector SPDR Fund's market cap, and Consolidated Edison, Inc. pays a 3.31% dividend while Materials Select Sector SPDR Fund pays none. Which is the better fit depends on your goals — on Pluang, investors hold Consolidated Edison, Inc. for 75 Days and Materials Select Sector SPDR Fund for 70 Days on average.
| ED | XLB | |
|---|---|---|
Market Cap | $39.20B | $7.73B |
Volume | 2,142,900 | 13,681,146 |
Sector | Utilities | — |
52-Week High | $115.46 | $53.67 |
52-Week Low | $95.37 | $42.23 |
Typical Hold Time | 75 Days | 70 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.
XLB trades at $48.98, down 1.51% for the day, with a bearish technical signal from moving averages. The materials sector ETF faces headwinds amid September's broader market weakness outside of technology. Recent analysis indicates the portfolio is heavily concentrated in chemicals (49% of assets) with construction materials appearing moderately overvalued. The fund offers low-cost exposure to large-cap U.S. materials companies but faces cyclical pricing pressures.
The materials sector shows potential from infrastructure and manufacturing trends, though much of the cyclical recovery appears priced in. Key risks include sector concentration, economic sensitivity, and competition from China in critical minerals. Analyst sentiment remains cautious with limited near-term upside potential despite long-term infrastructure tailwinds.
Trailing returns across standard periods
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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 →In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: chemicals; metals and mining; paper and forest products; containers and packaging; and construction materials. The fund is non-diversified.
Read more on XLB →