Advertisement
AEE vs ED
Which Stock Would AI Choose? Ameren (AEE) vs. Consolidated Edison (ED) Stock Comparison
Key Takeaways
- Ameren (AEE) and Consolidated Edison (ED) are both regulated electric and gas utilities with stable business models and defensive characteristics in the current market.
- Recent weeks showed comparable year-to-date total returns for both stocks, with AEE at approximately 11.3% and ED at approximately 11.4% as of late July 2026.
- Ameren (AEE) reported second-quarter 2026 earnings per share of $1.13, beating estimates and reaffirming full-year guidance of $5.25–$5.45.
- Consolidated Edison (ED) is scheduled to report second-quarter 2026 results on August 6, following a first-quarter adjusted earnings per share that missed consensus but maintained annual guidance of $6.00–$6.20.
- Both companies benefit from infrastructure investments and data-center demand, though Ameren (AEE) has highlighted a $71 billion multi-year capital plan.
- Market sentiment remains neutral to positive for the utility sector overall, with limited differentiation in recent price action between the two names.
Introduction
Ameren (AEE) and Consolidated Edison (ED) represent two established players in the regulated utilities sector, offering exposure to essential electric and gas services across the Midwest and Northeast United States. Investors and traders often compare these stocks when seeking defensive holdings with predictable cash flows, dividend income, and sensitivity to interest rates and regulatory developments. This analysis examines their recent performance, business drivers, and positioning within the current market environment to help market participants evaluate relative strengths without favoring one over the other.
Ameren (AEE) Overview and Recent Performance
Ameren (AEE) operates as a regulated utility serving customers in Missouri and Illinois through electric and natural gas distribution. In recent market activity, the stock has traded in line with broader utility sector movements while reflecting company-specific earnings momentum. Ameren (AEE) delivered second-quarter 2026 earnings per share of $1.13, surpassing analyst expectations, with revenue of $2.09 billion. The company reaffirmed its 2026 earnings guidance range of $5.25–$5.45 per share and emphasized a substantial $71 billion infrastructure investment program focused on grid reliability and large data-center customers. These factors have supported steady sentiment amid ongoing capital expenditure visibility.
Consolidated Edison (ED) Overview and Recent Performance
Consolidated Edison (ED) provides electric, gas, and steam services primarily in New York City and surrounding areas. Recent market activity has shown the stock maintaining stability typical of mature utilities, with year-to-date performance closely tracking sector benchmarks. The company declared a quarterly dividend of 88.75 cents per share payable in September 2026. Consolidated Edison (ED) is set to report second-quarter 2026 earnings on August 6, following first-quarter results that included a GAAP earnings beat alongside an adjusted earnings per share miss. Management reaffirmed its 2026 adjusted earnings guidance of $6.00–$6.20 per share, underscoring operational consistency in a regulated environment.
Trending AI Robots
Tickeron’s Trending AI Robots page highlights a curated selection of AI-powered trading bots drawn from hundreds available across thousands of tickers. Only those demonstrating the strongest alignment with prevailing market conditions and performance metrics earn placement in this section. The platform features bots with varied trading styles, strategies, timeframes, and statistical profiles, including ranges of win rates, profit factors, and drawdown metrics that users can review for suitability. All bots operate on distinct sets of tickers and risk parameters. Review the full collection on the Trending AI Robots page for additional details.
Head-to-Head Comparison
Ameren (AEE) and Consolidated Edison (ED) share regulated utility business models centered on rate-base investments and stable revenue, yet differ in geographic focus and growth emphasis. Ameren (AEE) benefits from explicit multi-year capital plans tied to data-center expansion in the Midwest, while Consolidated Edison (ED) maintains a Northeast-centric footprint with ongoing infrastructure needs. Recent momentum appears balanced, with both stocks posting similar year-to-date gains near 11%. Risk factors include regulatory rate-case outcomes and interest-rate sensitivity for both. Sector exposure remains comparable within electric utilities, though Ameren (AEE) has drawn attention for its earnings beat and reaffirmed guidance. Market sentiment shows no pronounced divergence, with analysts maintaining generally neutral-to-positive views on the pair.
Tickeron AI Verdict
Based on observable factors such as recent earnings consistency, reaffirmed guidance, and capital investment visibility, Tickeron’s AI would currently assign a modest edge to Ameren (AEE) over Consolidated Edison (ED). The probabilistic assessment reflects Ameren (AEE)’s second-quarter beat and explicit infrastructure commitments as supportive of trend stability, while Consolidated Edison (ED) awaits its upcoming report. This positioning remains subject to new data and broader market conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AEE is a StrongBuy and ED is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AEE’s FA Score shows that 1 FA rating(s) are green whileED’s FA Score has 2 green FA rating(s).
- AEE’s FA Score: 1 green, 4 red.
- ED’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AEE’s TA Score shows that 3 TA indicator(s) are bullish while ED’s TA Score has 3 bullish TA indicator(s).
- AEE’s TA Score: 3 bullish, 6 bearish.
- ED’s TA Score: 3 bullish, 6 bearish.
Price Growth
AEE (@Electric Utilities) experienced а -0.12% price change this week, while ED (@Electric Utilities) price change was -0.50% for the same time period.
The average weekly price growth across all stocks in the @Electric Utilities industry was +0.16%. For the same industry, the average monthly price growth was -3.23%, and the average quarterly price growth was -3.24%.
Reported Earning Dates
AEE is expected to report earnings on Nov 11, 2026.
ED is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Electric Utilities (+0.16% weekly)Electric utilities companies generate, transmit and distribute electricity to businesses/offices and residences. Companies may be owned by the government or investors or public shareholders, or a combination thereof. The industry also includes firms that buy and sell electricity. Companies in this industry typically require significant investments in infrastructure. Many firms in this industry pay substantial and regular dividends to shareholders. However, changes in interest rates (and their impact on debt burdens), natural disasters and changing commodity prices could be factors affecting energy utilities’ profit margins. NextEra Energy, Inc., Duke Energy Corporation, Dominion Energy Inc. and Southern Company are among U.S. electric utilities companies with the largest market capitalizations.
| AEE | ED | AEE / ED | |
| Capitalization | 30.1B | 39.9B | 75% |
| EBITDA | 4.17B | 6.35B | 66% |
| Gain YTD | 10.486 | 10.286 | 102% |
| P/E Ratio | 19.16 | 17.73 | 108% |
| Revenue | 8.88B | 17.2B | 52% |
| Total Cash | N/A | 147M | - |
| Total Debt | 21.3B | 27.2B | 78% |
AEE | ED | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 68 | 70 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 32 Undervalued | |
PROFIT vs RISK RATING 1..100 | 33 | 19 | |
SMR RATING 1..100 | 65 | 76 | |
PRICE GROWTH RATING 1..100 | 58 | 58 | |
P/E GROWTH RATING 1..100 | 65 | 57 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ED's Valuation (32) in the Electric Utilities industry is somewhat better than the same rating for AEE (77). This means that ED’s stock grew somewhat faster than AEE’s over the last 12 months.
ED's Profit vs Risk Rating (19) in the Electric Utilities industry is in the same range as AEE (33). This means that ED’s stock grew similarly to AEE’s over the last 12 months.
AEE's SMR Rating (65) in the Electric Utilities industry is in the same range as ED (76). This means that AEE’s stock grew similarly to ED’s over the last 12 months.
AEE's Price Growth Rating (58) in the Electric Utilities industry is in the same range as ED (58). This means that AEE’s stock grew similarly to ED’s over the last 12 months.
ED's P/E Growth Rating (57) in the Electric Utilities industry is in the same range as AEE (65). This means that ED’s stock grew similarly to AEE’s over the last 12 months.
| AEE | ED | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 2 days ago 50% | 2 days ago 52% |
| Momentum ODDS (%) | 2 days ago 46% | 2 days ago 37% |
| MACD ODDS (%) | 7 days ago 47% | 2 days ago 45% |
| TrendWeek ODDS (%) | 2 days ago 41% | 2 days ago 37% |
| TrendMonth ODDS (%) | 2 days ago 39% | 2 days ago 36% |
| Advances ODDS (%) | 2 days ago 47% | 2 days ago 53% |
| Declines ODDS (%) | 9 days ago 38% | 11 days ago 42% |
| BollingerBands ODDS (%) | 2 days ago 52% | 2 days ago 65% |
| Aroon ODDS (%) | 2 days ago 30% | 2 days ago 24% |
Advertisement
AEE and
Correlation & Price change
A.I.dvisor indicates that over the last year, AEE has been closely correlated with WEC. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if AEE jumps, then WEC could also see price increases.
ED and
Correlation & Price change
A.I.dvisor indicates that over the last year, ED has been closely correlated with DUK. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if ED jumps, then DUK could also see price increases.